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For Companies At a Glance
- Tasks: Help clients with pensions and investment advice while managing their portfolios.
- 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: Perfect for ambitious individuals seeking client-facing experience and career growth.
- Qualifications: Must be a fully qualified Junior Financial Adviser ready to take on clients.
- Other info: Receive support from paraplanning and admin teams with an active client bank.
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!
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 before your interview. Understand their client base, services offered, and recent news. This will help you tailor your conversation and demonstrate your genuine interest in joining their team.
✨Tip Number 3
Prepare to discuss your experience with pensions and investment advice in detail. Be ready to share specific examples of how you've helped clients in the past, as this will showcase your capability and readiness for the role.
✨Tip Number 4
Showcase your ambition and willingness to learn during the interview. Highlight any additional qualifications or training you are pursuing, as this demonstrates your commitment to professional growth and aligns with the firm's values.
We think you need these skills to ace Junior Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial advising, particularly focusing on pensions and investment advice. Use keywords from the job description to demonstrate your fit for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your desire to work with clients. Mention any specific experiences that relate to managing client relationships or providing financial advice.
Highlight Qualifications: Clearly state your qualifications and any certifications you hold as a Junior Financial Adviser. This will help the employer see your readiness for the role and your commitment to professional development.
Show Enthusiasm: In your application, express your enthusiasm for the opportunity to work with a large client bank and the potential for career growth. Employers appreciate candidates who are genuinely excited about the role.
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.
