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For Companies At a Glance
- Tasks: Help clients with pensions and investment advice while managing their financial needs.
- Company: Join a dynamic Financial Planning firm in the heart of Central London.
- Benefits: Enjoy a salary up to £60,000, generous bonuses, and hybrid working options.
- Why this job: Gain valuable client-facing experience with a large active client bank and strong lead generation.
- Qualifications: Must be a fully qualified Junior Financial Adviser eager to advance your career.
- Other info: Apply now and expect a response within 24 hours!
The predicted salary is between 36000 - 60000 £ per year.
We are working with a Financial Planning firm based in Central London who are looking for a Junior Financial Adviser to join the team. The role will involve working with the firm's existing clients to provide a high quality ongoing management service focusing primarily on pensions and investment advice.
This is an ideal role for a Junior Financial Adviser who is fully qualified and wants to gain more client facing experience or a more senior candidate who wants a ready made client bank to manage.
What on offer?
- Salary up to £60,000
- Generous bonus scheme
- Flexibility to work from home 2-3 days a week
- Paraplanning and Admin support
- Large active client bank and exceptional lead generation system in place
If you are an ambitious Junior Financial Adviser that wants to kick on with their career then apply now and one of our consultants will be in touch within 24 hours!
Junior Financial Adviser employer: WEALTHLINK RECRUITMENT LTD
Contact Detail:
WEALTHLINK RECRUITMENT LTD Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Financial Adviser
✨Tip Number 1
Network with professionals in the financial planning industry. Attend local finance events or join relevant online forums to connect with potential colleagues and mentors who can provide insights and possibly refer you to opportunities.
✨Tip Number 2
Research the company thoroughly. Understand their values, client base, and services they offer. This knowledge will help you tailor your conversations and demonstrate your genuine interest during interviews.
✨Tip Number 3
Prepare for common interview questions specific to financial advising. Be ready to discuss your approach to client management, investment strategies, and how you would handle various financial scenarios.
✨Tip Number 4
Showcase your soft skills during interactions. As a Junior Financial Adviser, strong communication and interpersonal skills are crucial. Practice articulating your thoughts clearly and confidently to make a positive impression.
We think you need these skills to ace Junior Financial Adviser
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the responsibilities and requirements of a Junior Financial Adviser. Tailor your application to highlight how your skills and experiences align with these expectations.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience in financial advising, particularly in pensions and investment advice. Use specific examples to demonstrate your ability to manage client relationships effectively.
Craft a Compelling Cover Letter: Write a personalised cover letter that showcases your enthusiasm for the role and the company. Mention why you are interested in working with this particular financial planning firm and how you can contribute to their success.
Proofread Your Application: Before submitting your application, thoroughly proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial sector.
How to prepare for a job interview at WEALTHLINK RECRUITMENT LTD
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products you'll be advising on, especially pensions and investments. Be prepared to discuss specific examples and how they can benefit clients.
✨Demonstrate Client-Facing Skills
Since this role involves working closely with clients, showcase your communication and interpersonal skills. Prepare to share experiences where you've successfully managed client relationships or resolved issues.
✨Research the Firm
Familiarise yourself with the financial planning firm’s values, services, and client base. This will help you tailor your answers and show genuine interest in the company during the interview.
✨Prepare Questions
Have a list of insightful questions ready to ask the interviewer. This could include inquiries about their client management strategies or how they support the professional development of their advisers.
