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- Tasks: Provide holistic financial advice to clients and conduct annual reviews.
- Company: Join Peter Harding Wealth Management, a prestigious firm with over 30 years of experience.
- Benefits: Enjoy flexibility, continuous learning, and a commitment to excellence in a supportive environment.
- Why this job: Be part of a team that values client satisfaction and professional growth.
- Qualifications: Level 4 diploma in regulated financial planning and understanding of the financial services industry required.
- Other info: Evening client meetings may be necessary; travel to Canford Cliffs office is essential.
The predicted salary is between 36000 - 60000 £ per year.
We are recruiting Employed Financial Advisers to join our team Peter Harding Wealth Management is a Principal Partner Practice of St. James\’s Place with offices in Canford Cliffs, Shaftesbury and Sherborne. With over 30 years\’ experience, our advisers deliver wealth management expertise to private individuals, trustees and businesses. Peter Harding Wealth Management has been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). This is the industry\’s gold standard for firms of financial planners. It confirms that we have satisfied rigorous qualification criteria by retaining highly-qualified staff who subscribe to the membership conditions of the CII. It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics. If you are committed to providing a first-class service to our clients, please get in touch and contact Clair Smith , Operations Director. Financial Adviser Vacancy We have an exciting opportunity for an experienced Financial Adviser to join us in our Canford Cliffs office. You’ll provide private clients and local businesses with a single point of contact for all their wealth management requirementson a full time, employed basis. About The Role Department: Adviser team Location: Canford Cliffs and surrounding areas Contract type: Permanent, full-time Our Financial Advisers and Chartered Financial Planners supply full, holistic, financial advice to existing and new clients on a face to face and remote basis. You may also be called upon to conduct financial planning surgeries. Evening client meetings may be required. Conducting annual reviews for existing clients is a critical part of the role. About You Within easy travelling distance to our Canford Cliffs Office An understanding of the financial services industry and financial planning. A previous Financial Planning role is an advantage. Level 4 diploma in regulated financial planning. A desire to remain current by staying up to date with legal, taxation and regulatory changes. A keen interest in ongoing personal and professional development. You will enjoy working with and achieving good outcomes for clients. You will have excellent communication skills and an ability to build rapport with a range of new and existing clients. Flexibility, self – motivation, and a commitment to uphold the vision and mission of our business is key. Why Join Us? You will be part of a team that values flexibility, continuous learning, and a commitment to excellence. At Peter Harding Wealth Management, we are dedicated to upholding the vision and mission of our business, ensuring both client satisfaction and professional growth for our team members. #J-18808-Ljbffr
Financial Advisers employer: Peter Harding Wealth Management
Contact Detail:
Peter Harding Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisers
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as Financial Advisers. Attend local finance-related events or seminars to meet potential colleagues and learn more about the company culture at Peter Harding Wealth Management.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning. This will not only help you in interviews but also demonstrate your commitment to ongoing professional development, which is highly valued by employers like us.
✨Tip Number 3
Prepare to discuss your previous experiences in financial planning during any informal conversations or networking opportunities. Highlight specific examples of how you've successfully helped clients achieve their financial goals, as this aligns with our mission of providing excellent service.
✨Tip Number 4
Reach out directly to Clair Smith, our Operations Director, for an informal chat about the role. This shows initiative and gives you a chance to ask questions that can help you tailor your approach when applying through our website.
We think you need these skills to ace Financial Advisers
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and wealth management. Emphasise any previous roles that demonstrate your understanding of the financial services industry and your ability to provide excellent client service.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your commitment to client satisfaction. Mention specific skills or experiences that align with the values of Peter Harding Wealth Management, such as your dedication to ongoing professional development.
Highlight Qualifications: Clearly state your Level 4 diploma in regulated financial planning and any other relevant qualifications. This will help demonstrate your expertise and commitment to maintaining high standards in financial advice.
Showcase Communication Skills: In your application, provide examples of how you have successfully built rapport with clients in the past. Strong communication skills are essential for this role, so make sure to highlight your ability to connect with a diverse range of clients.
How to prepare for a job interview at Peter Harding Wealth Management
✨Showcase Your Financial Knowledge
Make sure to brush up on your understanding of the financial services industry and current regulations. Be prepared to discuss recent changes in legislation or taxation that could impact clients, as this will demonstrate your commitment to staying informed.
✨Demonstrate Client-Centric Skills
Highlight your ability to build rapport with clients during the interview. Share examples of how you've successfully managed client relationships in the past, focusing on your communication skills and your dedication to achieving positive outcomes for them.
✨Emphasise Continuous Learning
Express your enthusiasm for ongoing professional development. Mention any relevant courses or certifications you are pursuing or have completed, especially those related to financial planning, as this aligns with the company's commitment to excellence.
✨Prepare for Scenario Questions
Anticipate questions that may involve real-life scenarios you could face as a Financial Adviser. Think about how you would handle various client situations, such as conducting annual reviews or addressing complex financial needs, to showcase your problem-solving abilities.
