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- Tasks: Join a dynamic team as a Financial Adviser, providing top-notch financial advice.
- Company: Be part of a forward-thinking consultancy firm in North London, innovating in Financial Planning.
- Benefits: Enjoy hybrid work, 24 days annual leave, and private medical insurance from day one.
- Why this job: Collaborate with experts, grow your skills, and make a real impact in wealth management.
- Qualifications: Must be a qualified Financial Adviser with CAS status and strong business development skills.
- Other info: Confidential chats available for interested candidates.
The predicted salary is between 40000 - 77000 £ per year.
We are working with a North London based multi-disciplinary consultancy firm seeking an experienced Financial Adviser to collaborate with their Head of Division in the Wealth Management department. You will join a forward-thinking company aiming to innovate in the Financial Planning space, in an environment that encourages idea sharing and division growth. The company is a vertically integrated business consultancy, including Accountants, Solicitors, and other professional services.
Benefits from Day One:
- Full admin and paraplanning support
- Existing client base in Hertfordshire & North London
- Referrals and leads shared across divisions, including HNW clients from the tax division
- Established internal marketing and networking events
Highlights of the Benefits Package:
- Basic salary up to £55,000 plus commission scheme
- 24 days annual leave + birthday leave
- Bonus scheme
- Private medical insurance
- Fridays working from home
Requirements:
- Qualified Financial Adviser with CAS status
- Proven track record of providing compliant, high-quality advice across a full range of products
- Strong business development skills and motivation to grow the client base
- Clients already onboarded are not essential but advantageous
If interested in a confidential chat, please get in touch.
Financial Adviser employer: TN United Kingdom
Contact Detail:
TN United Kingdom Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network with professionals in the financial sector, especially those who work in wealth management. Attend industry events or webinars to connect with potential colleagues and clients, as referrals and leads are shared across divisions.
✨Tip Number 2
Familiarise yourself with the specific services offered by the consultancy firm. Understanding their approach to financial planning will help you tailor your conversations and demonstrate how your skills align with their innovative goals.
✨Tip Number 3
Prepare to discuss your business development strategies in detail. Highlight any successful initiatives you've led in the past that resulted in client growth, as this role requires strong motivation to expand the client base.
✨Tip Number 4
Showcase your commitment to compliance and high-quality advice. Be ready to provide examples of how you've maintained these standards in your previous roles, as this is crucial for a Financial Adviser in this consultancy.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications as a Financial Adviser, particularly your CAS status and any relevant experience in providing compliant, high-quality advice. Use specific examples to demonstrate your business development skills.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your motivation to grow the client base. Mention how your experience aligns with the company's innovative approach and their focus on idea sharing.
Highlight Relevant Experience: In your application, emphasise any previous roles where you successfully managed client relationships or contributed to business growth. If you have experience with HNW clients or working in a multi-disciplinary environment, make sure to include that.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is crucial in the financial advisory field.
How to prepare for a job interview at TN United Kingdom
✨Showcase Your Expertise
As a Financial Adviser, it's crucial to demonstrate your qualifications and experience. Be prepared to discuss your CAS status and provide examples of compliant, high-quality advice you've given in the past.
✨Highlight Business Development Skills
The role requires strong business development skills, so come ready to share specific strategies you've used to grow a client base. Discuss any successful networking events or marketing initiatives you've been involved in.
✨Understand the Company Culture
Research the consultancy firm and understand their approach to wealth management. Be ready to discuss how your values align with their forward-thinking environment and how you can contribute to idea sharing and division growth.
✨Prepare Questions for Them
Interviews are a two-way street. Prepare insightful questions about their existing client base, internal marketing strategies, and how they support their advisers. This shows your genuine interest in the role and the company.
