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- Tasks: Provide expert financial advice on investments and pensions while building strong client relationships.
- Company: Join a family-run, award-winning Wealth Management firm known for exceptional client service.
- Benefits: Enjoy a competitive salary, bonuses, and a generous benefits package with hybrid work options.
- Why this job: Be part of a close-knit team focused on meaningful client interactions and professional growth.
- Qualifications: Must be fully qualified to Level 4 or higher with strong communication skills.
- Other info: Opportunity for future London Hub access as the company expands.
The predicted salary is between 32000 - 48000 £ per year.
Financial Adviser – £40-80k + Bonuses – Surrey – Hybrid My client is a family run, award winning Wealth Management firm who strive to provide the best service to their clients, resulting in long lasting client relationships. Due to expansion, we are looking for an Adviser to join the team who enjoys being part of a close-knit team, working together to ensure the best advice is always given. Whether you have 2 years’ experience and fully qualified, or have reached Chartered status, we would love to hear from you. This position will predominantly be servicing a established client bank and you will receive support with administration, allowing you to focus your attentions on building meaningful relationships with your clients. In addition to an excellent base salary, you will receive a generous benefits package. Working to a hybrid model, you will be required to be in the Surrey office for a minimum of 2 days after initial training and potential for a London Hub in the future, in line with company growth. Key Information Providing advice on Investments, Pensions as well as tax efficiencies Preparing financial plans to achieve client goals Full qualified to Level 4 minimum Excellent communication with proven track record of building client relationships Ability to uncover new business avenues with existing and potential clients Experience dealing with complex c…
Financial Adviser employer: Artemis Recruitment Consultants Ltd
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Familiarize yourself with the specific services and values of the family-run Wealth Management firm. Understanding their approach to client relationships will help you align your experience and demonstrate how you can contribute to their mission.
✨Tip Number 2
Network with professionals in the financial advisory space, especially those who have experience in wealth management. This can provide you with insights into the company culture and potentially lead to referrals.
✨Tip Number 3
Prepare to discuss your experience in building client relationships during interviews. Highlight specific examples where you've successfully managed client expectations and delivered tailored financial advice.
✨Tip Number 4
Stay updated on current trends in investments, pensions, and tax efficiencies. Being knowledgeable about the latest developments will not only boost your confidence but also impress the hiring team with your commitment to continuous learning.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth management, particularly in providing advice on investments and pensions. Emphasize any qualifications you have, especially if you are fully qualified or Chartered.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for building client relationships and your ability to provide tailored financial advice. Mention your experience with complex cases and how you can contribute to the firm's success.
Highlight Teamwork Skills: Since the firm values a close-knit team environment, be sure to include examples of how you've successfully worked in teams in the past. This could be through collaborative projects or supporting colleagues in achieving client goals.
Showcase Communication Skills: Demonstrate your excellent communication skills by providing specific examples of how you've effectively communicated with clients. This could include instances where you've simplified complex financial concepts or built trust with clients.
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Showcase Your Client Relationship Skills
Since this role emphasizes building long-lasting client relationships, be prepared to share specific examples of how you've successfully managed client interactions in the past. Highlight your communication skills and any strategies you've used to maintain and grow these relationships.
✨Demonstrate Your Financial Knowledge
Make sure you are well-versed in the key areas mentioned in the job description, such as investments, pensions, and tax efficiencies. Be ready to discuss recent trends or changes in the financial landscape that could impact clients, showcasing your expertise and commitment to staying informed.
✨Prepare for Scenario-Based Questions
Expect to face scenario-based questions that assess your problem-solving abilities and decision-making process. Think about potential challenges you might encounter with clients and how you would address them, demonstrating your analytical skills and proactive approach.
✨Express Your Team Spirit
This position is within a close-knit team, so it's important to convey your ability to work collaboratively. Share experiences where you've contributed to a team environment, emphasizing your willingness to support colleagues and work towards common goals.
