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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 a dynamic work environment with opportunities for professional growth and networking.
- Why this job: Make a real impact by helping clients secure their financial futures while working in a supportive team culture.
- Qualifications: Minimum DipPFS qualification required; experience with international private clients is a plus.
- Other info: Stay updated on market trends and regulations to provide the best 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 organisations can provide you with valuable resources, networking opportunities, and credibility in the eyes of potential employers.
✨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: Write a cover letter that showcases your understanding of the boutique financial advice sector. Discuss your experience with pension and insurance products, and how you can contribute to building long-term relationships with high-net-worth clients.
Showcase Your Communication Skills: In your application, provide examples of how you've simplified complex financial concepts for clients in the past. This will demonstrate your ability to communicate effectively, which is crucial for this role.
Highlight Regulatory Knowledge: Mention your familiarity with current regulations and market trends in both the UK and US markets. This shows that you are well-prepared to provide compliant and effective advice to clients.
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 understand.
✨Demonstrate Your Client Relationship Skills
Be ready to share examples of how you've 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 and Market Trends
Show that you are proactive about keeping up with current regulations and market trends. This will demonstrate your commitment to providing accurate and compliant advice, which is essential for a Financial Advisor.
✨Simplify Complex Concepts
Practice explaining complex financial concepts in a simplified manner. During the interview, you may be asked to demonstrate how you would communicate these ideas to clients, so being clear and concise is key.
