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- Tasks: Manage a portfolio of high-net-worth clients and provide tailored financial advice.
- Company: Join a reputable boutique IFA firm with over 20 years of experience in wealth planning.
- Benefits: Enjoy a negotiable salary, bonuses, and the opportunity to work in a supportive environment.
- Why this job: Be part of a dynamic team that values expertise and offers a chance to grow your career.
- Qualifications: Must have at least 3 years of advising experience; diploma qualified preferred but not essential.
- Other info: Knowledge of Intelligent Office and various financial platforms is a plus.
The predicted salary is between 60000 - 75000 £ per year.
Financial Adviser - manage clients from the Managing Director. Salary is negotiable (in the region of £60k - £75k) plus bonus.
Boutique IFA firm - Offices in Epsom (Surrey). Working with HNW & UHNW clients.
My client is a wealth planning practice in Epsom (Surrey) who have been operating for 20+ years. They have an excellent reputation providing very solid financial advice to both private and corporate clients who live in London, Kent, Surrey, Sussex & Hampshire. They manage the financial affairs of 120 City professionals, families, retirees, and business owners with £300k - £3.5m of assets invested.
The Managing Director is seeking to recruit a brand new Financial Adviser role who is diploma qualified and ideally studying towards Chartered status, but this is not essential. Your experience and technical knowledge and exposure to HNW will be reflected in a salary and package.
You will have a minimum of 3 years of solid advising experience with retirees, families and/or city professionals or business owners. A broad range of experience and knowledge across a variety of financial products will be crucial (Pensions, Investments, tax planning, Retirement Planning, Protections etc.). Knowledge of Intelligent Office would be highly advantageous. They use a variety of platforms including Transact, Nucleus and AJ Bell.
Contact Detail:
Click To Hired Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser - manage MD\'s client bank - salary is negotiable - Epsom offices
✨Tip Number 1
Network with professionals in the financial advisory sector, especially those who work with high-net-worth clients. Attend industry events or local meetups in Epsom to connect with potential colleagues and clients, which can give you an edge in understanding the local market.
✨Tip Number 2
Familiarise yourself with the specific financial products and platforms mentioned in the job description, such as Transact, Nucleus, and AJ Bell. Having a solid understanding of these tools will demonstrate your readiness to hit the ground running.
✨Tip Number 3
Research the boutique IFA firm’s reputation and client base. Understanding their approach to wealth management and the types of clients they serve will help you tailor your conversations during interviews and show that you’re genuinely interested in their practice.
✨Tip Number 4
Prepare to discuss your experience with HNW and UHNW clients in detail. Be ready to share specific examples of how you've successfully managed their financial needs, as this will be crucial in demonstrating your fit for the role.
We think you need these skills to ace Financial Adviser - manage MD\'s client bank - salary is negotiable - Epsom offices
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. Emphasise your advising experience, particularly with retirees and city professionals, as this is crucial for the role.
Craft a Compelling Cover Letter: In your cover letter, express your passion for financial advising and your understanding of the specific needs of HNW clients. Mention any relevant qualifications, such as your diploma or progress towards Chartered status, and how they align with the firm's values.
Showcase Technical Knowledge: Highlight your technical knowledge across various financial products like pensions, investments, and tax planning. If you have experience with Intelligent Office or platforms like Transact, Nucleus, or AJ Bell, make sure to include that as well.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential in the financial advising field.
How to prepare for a job interview at Click To Hired
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products relevant to the role, such as pensions, investments, and tax planning. Be prepared to discuss how you've successfully advised clients on these topics in the past.
✨Demonstrate Client Management Skills
Since you'll be managing clients from the Managing Director, it's crucial to showcase your experience with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. Share specific examples of how you've built and maintained strong client relationships.
✨Highlight Your Qualifications
While being diploma qualified is essential, if you're studying towards Chartered status, make sure to mention this. Discuss any relevant qualifications or training that demonstrate your commitment to professional development in financial advising.
✨Familiarise Yourself with Their Platforms
Knowledge of Intelligent Office and other platforms like Transact, Nucleus, and AJ Bell can set you apart. If you have experience with these systems, be ready to explain how you've used them to enhance your client service.
