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- Tasks: Advise high-net-worth clients on insurance and pension solutions while developing long-term relationships.
- Company: Join a boutique financial firm in London, specialising in personalised wealth management for international clients.
- Benefits: Enjoy competitive pay, professional development opportunities, and a dynamic work environment.
- Why this job: Make a real impact by helping clients secure their financial futures in a supportive culture.
- Qualifications: Must hold DipPFS or equivalent; experience with international private clients is essential.
- Other info: Stay updated on market trends and regulations to provide top-notch advice.
The predicted salary is between 43200 - 72000 £ per year.
Our client is a boutique financial advice firm in London specialising in servicing international private clients. Their clients are global individuals and families seeking expert guidance in protecting and growing their wealth. They pride themselves on delivering personalised, strategic advice across retirement, investment, and pension planning, as well as high value life and health insurance.
This role focuses on advising clients on insurance and pension solutions while integrating broader financial planning strategies to support their long-term goals.
Key Responsibilities:- Conduct thorough reviews of clients' financial circumstances, current financial provision, and future goals to identify their specific pension, life insurance, and protection needs.
- Research, evaluate, and present tailored insurance products—term life, whole life, and variable life—that align with the client’s financial objectives.
- Develop and maintain long-term relationships with clients through ongoing support and periodic reviews of their pension, protection, and insurance needs.
- Stay abreast of current regulations and market trends to ensure advice is accurate, compliant, and effective.
- Actively prospect for new clients and develop business through professional networking and strategic partnerships.
- Clearly communicate complex financial concepts in a simplified and client-friendly manner.
- Analyse financial data and assess client risk profiles to support appropriate product recommendations.
An ideal candidate will hold the minimum DipPFS qualification (or equivalent). Proven experience advising international private clients, ideally across both UK and US markets but either market is fine. Strong knowledge of retirement, life insurance, health insurance, and pension products, as well as relevant regulatory frameworks. Ability to interpret and communicate complex information clearly. Demonstrated ability to build and nurture trusted client relationships.
Contact Detail:
Fram Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work with high-net-worth clients. Attend industry events, seminars, and workshops to meet potential colleagues and clients, as personal connections can often lead to job opportunities.
✨Tip Number 2
Stay updated on the latest trends and regulations in both the UK and US financial markets. This knowledge will not only enhance your expertise but also demonstrate your commitment to providing informed advice to potential clients during interviews.
✨Tip Number 3
Consider joining professional associations related to financial advising, such as the Personal Finance Society. Being part of these groups can provide valuable resources, networking opportunities, and credibility that can set you apart from other candidates.
✨Tip Number 4
Prepare to discuss specific case studies or examples from your previous experience where you successfully advised clients on insurance and pension solutions. This will showcase your practical knowledge and ability to build long-term client relationships, which is crucial for this role.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial advising, particularly with international private clients. Emphasise your qualifications, such as the DipPFS, and any specific achievements that demonstrate your ability to meet client needs.
Craft a Compelling Cover Letter: In your cover letter, express your passion for financial advising and your understanding of the unique needs of high-net-worth clients. Use specific examples from your past experiences to illustrate how you can provide tailored advice and build long-term relationships.
Showcase Your Knowledge: Demonstrate your understanding of current regulations and market trends in your application. Mention any relevant training or continuous professional development you've undertaken to stay updated in the financial sector.
Highlight Communication Skills: Since the role requires simplifying complex financial concepts, include examples in your application that showcase your ability to communicate effectively with clients. This could be through presentations, client meetings, or written reports.
How to prepare for a job interview at Fram Search
✨Know Your Products Inside Out
Make sure you have a solid understanding of the various insurance and pension products you'll be discussing. Be prepared to explain the differences between term life, whole life, and variable life insurance in a way that’s easy for clients to grasp.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've successfully built and maintained long-term relationships with clients. Highlight your ability to provide ongoing support and conduct periodic reviews, as this is crucial for the role.
✨Stay Updated on Regulations
Familiarise yourself with the latest regulations and market trends in both the UK and US financial sectors. Being able to discuss these changes will demonstrate your commitment to providing compliant and effective advice.
✨Practice Simplifying Complex Concepts
Since you'll need to communicate complex financial information clearly, practice explaining intricate topics in simple terms. This will help you connect better with clients and show your ability to make their financial planning easier.
