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- Tasks: Provide personalized financial advice and build strong client relationships.
- Company: Join a leading advisory team in London focused on high-standard service.
- Benefits: Enjoy a competitive salary, bonuses, and hybrid working options.
- Why this job: Make a real impact by helping clients achieve their financial goals in a supportive environment.
- Qualifications: Must be an experienced financial adviser with a passion for client service.
- Other info: This is a full-time, permanent position with opportunities for growth.
The predicted salary is between 40000 - 64000 £ per year.
Financial Adviser / Wealth Manager / Financial Planner Location: London Salary: £50K to £80K per annum (DOE) + Bonuses Full-time, Monday to Friday Hybrid working Are you an experienced financial adviser seeking a role with greater opportunities? We\’re looking for talented and experienced advisers to join our advisory team in London. This full-time, permanent, hybrid position is ideal for seasoned financial advisers ready to contribute to a high-standard advisory service, supporting both clients and internal teams through excellent service and regulated financial advice. About the Role Reporting to a Team Director, you will provide clients with a proactive, holistic financial planning service, ensuring that they receive accurate and personalised advice tailored to their objectives. Your responsibilities will include: Offering technical and investment advice on a range of wealth management needs Building and maintaining strong, long-term client relationships Conveying information in a way that\’s easy for clients to understand Staying informed on current affairs that may impact clients Clearly explaining the advantages and disadvantages of recommended products and services Conducting research and data analysis for client planning and special projects Keeping u…
Experienced Financial Adviser / Wealth Manager / Financial Planner - London employer: Regional Recruitment Services Careers
Contact Detail:
Regional Recruitment Services Careers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Experienced Financial Adviser / Wealth Manager / Financial Planner - London
✨Tip Number 1
Network with other financial professionals in London. Attend industry events, seminars, and workshops to meet potential colleagues and clients. Building relationships in the financial sector can open doors to opportunities at StudySmarter.
✨Tip Number 2
Stay updated on the latest financial regulations and market trends. This knowledge will not only enhance your expertise but also demonstrate your commitment to providing high-quality advice, which is crucial for a role at StudySmarter.
✨Tip Number 3
Prepare to discuss your approach to client relationships during the interview. Highlight your ability to build trust and provide personalized service, as these are key aspects of the role we are offering.
✨Tip Number 4
Familiarize yourself with our company values and mission. Understanding what we stand for will help you align your answers with our expectations and show that you are a great fit for our team.
We think you need these skills to ace Experienced Financial Adviser / Wealth Manager / Financial Planner - London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a financial adviser, wealth manager, or financial planner. Focus on relevant skills and achievements that demonstrate your ability to provide high-standard advisory services.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your understanding of the role. Mention specific experiences where you successfully built client relationships and provided tailored financial advice.
Highlight Relevant Qualifications: Include any certifications or qualifications that are pertinent to the financial advisory field. This could include CFP, CFA, or other relevant designations that enhance your credibility as a candidate.
Showcase Your Communication Skills: In your application, emphasize your ability to convey complex financial information in an understandable way. Provide examples of how you've successfully communicated with clients in the past.
How to prepare for a job interview at Regional Recruitment Services Careers
✨Showcase Your Expertise
Be prepared to discuss your previous experience in financial advising. Highlight specific cases where you successfully helped clients achieve their financial goals, demonstrating your ability to provide tailored advice.
✨Understand the Company’s Values
Research the company’s mission and values before the interview. Be ready to explain how your personal values align with theirs and how you can contribute to their high-standard advisory service.
✨Prepare for Technical Questions
Expect questions related to investment strategies and wealth management. Brush up on current market trends and be ready to discuss how they may impact client portfolios.
✨Demonstrate Strong Communication Skills
Since conveying complex information in an understandable way is crucial, practice explaining financial concepts clearly and concisely. Use examples to illustrate your points and ensure the interviewer sees your ability to connect with clients.
