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- Tasks: Help clients with pensions and investments while managing complex financial cases.
- Company: Join a leading independent financial advisory firm known for its high-net-worth clientele.
- Benefits: Enjoy hybrid working, a discretionary bonus, strong commission, and 25 days annual leave.
- Why this job: Be part of a respected team with exceptional earning potential and long-term client relationships.
- Qualifications: Proven experience in managing high-net-worth clients is essential.
- Other info: Opportunity to work in a supportive environment with a focus on wellbeing.
The predicted salary is between 60000 - 84000 £ per year.
I’m currently partnering with a leading independent financial advisory firm that is seeking an experienced Senior Financial Planner to join their office in Exeter.
This firm provides a comprehensive range of financial planning services, including wealth management, retirement planning, estate and inheritance planning, tax-efficient strategies, and business financial planning.
Renowned for its reputation, the firm specialises in high-net-worth clients, with a strong emphasis on building long-term relationships. Joining this market-leading IFA offers exceptional earning potential and the chance to work with a highly respected team.
They are seeking a driven professional with a proven track record of managing HNW clients and handling complex financial cases.
- Hybrid/Flexi working
- Discretionary bonus + strong commission structure
- 25 days annual leave + bank holidays
- 6% pension contribution
- Wellbeing programme
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser - Pensions and Investments
✨Tip Number 1
Network with professionals in the financial advisory sector, especially those who work with high-net-worth clients. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the firm's culture.
✨Tip Number 2
Familiarise yourself with the latest trends in pensions and investments, particularly those affecting high-net-worth individuals. Being well-versed in current market conditions will demonstrate your expertise during discussions.
✨Tip Number 3
Prepare to discuss your previous experience managing complex financial cases. Be ready to share specific examples that highlight your problem-solving skills and ability to build long-term relationships with clients.
✨Tip Number 4
Research the firm’s values and mission statement. Tailor your conversations to reflect how your personal values align with theirs, showcasing your commitment to their approach in financial planning.
We think you need these skills to ace Financial Adviser - Pensions and Investments
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning, particularly with high-net-worth clients. Use specific examples of complex financial cases you've managed to demonstrate your expertise.
Craft a Compelling Cover Letter: In your cover letter, express your passion for financial advising and your commitment to building long-term client relationships. Mention why you are interested in this particular firm and how your values align with theirs.
Highlight Relevant Qualifications: Include any relevant qualifications or certifications that enhance your credibility as a financial adviser. This could include CFP, CFA, or any other industry-recognised credentials that showcase your expertise.
Showcase Your Soft Skills: Emphasise your interpersonal skills and ability to communicate complex financial concepts clearly. This is crucial for building trust with high-net-worth clients and will set you apart from other candidates.
How to prepare for a job interview at IDEX Consulting Ltd
✨Showcase Your Expertise
Make sure to highlight your experience with high-net-worth clients and complex financial cases. Prepare specific examples of how you've successfully managed client portfolios and provided tailored financial advice.
✨Understand the Firm's Values
Research the firm's reputation and values before the interview. Be ready to discuss how your personal values align with theirs, especially regarding building long-term relationships with clients.
✨Prepare for Technical Questions
Expect questions that test your knowledge of pensions, investments, and tax-efficient strategies. Brush up on current market trends and be prepared to discuss how they might impact your clients' financial plans.
✨Demonstrate Your Communication Skills
As a Financial Adviser, clear communication is key. Practice explaining complex financial concepts in simple terms, as this will show your ability to connect with clients and build trust.
