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For Companies At a Glance
- Tasks: Help clients achieve financial goals through tailored strategies and ongoing support.
- Company: Join a growing firm dedicated to providing top-notch financial advice.
- Benefits: Enjoy a competitive salary, bonuses, pension scheme, and private medical insurance.
- Why this job: Be part of a dynamic team making a real impact on clients' financial futures.
- Qualifications: Must hold Level 4 qualification via CII or equivalent; strong communication skills required.
- Other info: Opportunity for professional development and staying updated with industry changes.
The predicted salary is between 36000 - 60000 £ per year.
We are seeking an experienced Financial Adviser / Wealth Manager to join our client. You must hold the Level 4 qualification via CII or equivalent, be a clear communicator with a detailed understanding of financial planning and wealth management.
You will be able to forge relationships with a variety of clients ensuring to build trust by providing excellent financial advice in a professional manner assisting clients to achieve their financial goals by creating detailed strategies.
- Conduct in depth reviews of clients' financial situation and monitor this to ensure recommendations are appropriate and achievable.
- Assist in business development by requesting referrals etc.
- Participate in CPD to ensure your knowledge is up to date in order to react to any changes in legislation.
This is an exciting time to join the company as they experience growth.
Benefits include:
- £45K - £60K basic DOE
- Generous bonus and commission scheme
- Pension scheme
- Private medical Insurance
Contact Detail:
Carlton Mays Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor / Wealth Manager
✨Tip Number 1
Network with professionals in the financial sector. Attend industry events, webinars, or local meetups to connect with potential colleagues and clients. Building relationships can lead to referrals and insights about job openings.
✨Tip Number 2
Stay updated on the latest trends in financial planning and wealth management. Subscribe to relevant financial news outlets or join online forums. This knowledge will not only help you in interviews but also demonstrate your commitment to the field.
✨Tip Number 3
Prepare for interviews by practising common questions specific to financial advising. Focus on scenarios where you've successfully built client relationships or developed financial strategies. Real-life examples will showcase your expertise.
✨Tip Number 4
Consider obtaining additional certifications or attending workshops related to financial advising. This not only enhances your qualifications but also shows your dedication to continuous professional development, which is highly valued in this role.
We think you need these skills to ace Financial Advisor / Wealth Manager
Some tips for your application 🫡
Highlight Relevant Qualifications: Make sure to clearly state your Level 4 qualification via CII or any equivalent qualifications in your CV and cover letter. This is a key requirement for the role.
Showcase Communication Skills: Demonstrate your ability to communicate effectively by using clear and concise language in your application. Provide examples of how you've successfully communicated complex financial concepts to clients.
Emphasise Relationship Building: Include specific examples of how you've built trust and relationships with clients in previous roles. This will show your potential employer that you can forge strong connections with their clients.
Detail Your Financial Planning Experience: Discuss your experience in conducting in-depth reviews of clients' financial situations and how you've developed strategies to help them achieve their financial goals. Be specific about your methods and successes.
How to prepare for a job interview at Carlton Mays
✨Showcase Your Qualifications
Make sure to highlight your Level 4 qualification via CII or any equivalent during the interview. This is crucial as it demonstrates your expertise and commitment to the field of financial advising.
✨Demonstrate Communication Skills
As a Financial Advisor, clear communication is key. Prepare to discuss how you effectively convey complex financial concepts to clients in an understandable way. Use examples from your past experiences to illustrate this.
✨Build Trust with Examples
Be ready to share specific instances where you've successfully built trust with clients. Discuss how you provided excellent financial advice and helped them achieve their financial goals through tailored strategies.
✨Stay Updated on Legislation
Show your commitment to continuous professional development (CPD) by discussing how you keep your knowledge up to date. Mention any recent changes in legislation that could impact financial planning and how you adapt to these changes.
