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- Tasks: Provide tailored financial advice and manage client portfolios for HNW & UHNW clients.
- Company: Join a forward-thinking financial planning firm known for its integrity and excellence.
- Benefits: Enjoy a competitive salary, uncapped bonuses, and opportunities for personal development.
- Why this job: Advance your career in a collaborative environment focused on client success and innovative solutions.
- Qualifications: Experience as a Financial Advisor with a strong work ethic and ambition is essential.
- Other info: This role offers limitless earning potential and a chance to make a real impact.
The predicted salary is between 43200 - 72000 £ per year.
Our client, an established and forward-thinking financial planning firm is looking to expand its team with the addition of an experienced Financial Advisor, able to deliver high-quality, holistic advice and bespoke solutions to a diverse client base including HNW & UHNW clients.
The ideal candidate will be ambitious and driven with an exceptional reputation and work ethic, bonus is uncapped and therefore earning potential is limitless.
Key Responsibilities include:- Client-Centric Financial Advice: Provide expert advice on pensions, investments, and general financial planning, tailoring strategies to individual client needs and goals.
- Portfolio Management: Develop, implement, and monitor tailored financial plans and investment strategies to achieve optimal outcomes for clients.
- Client Relationship Development: Build and maintain strong client relationships, offering ongoing guidance and adapting plans in response to changing circumstances.
- Compliance & Documentation: Ensure all advice and activities align with regulatory and legislative requirements, maintaining accurate records and comprehensive client files.
- Market & Product Research: Stay informed about the latest financial products, market developments, and industry trends to provide innovative and effective solutions.
- Business Development: Identify opportunities to expand the client base through referrals, networking, and professional connections.
In return they offer a highly competitive salary, impressive bonus and benefits package, and opportunities for professional and personal development and career advancement within a supportive environment.
This is an exceptional opportunity for an experienced Financial Advisor to advance their career, working within a collaborative and client-focused firm that values integrity, professionalism, and excellence in service delivery.
Financial Advisor employer: Burton Recruitment Limited
Contact Detail:
Burton Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network actively within the financial services industry. Attend events, seminars, and workshops where you can meet potential clients and other professionals. Building relationships in this way can lead to referrals and opportunities that are crucial for a Financial Advisor.
✨Tip Number 2
Stay updated on the latest trends and changes in financial regulations and products. This knowledge will not only enhance your expertise but also demonstrate your commitment to providing high-quality advice to HNW and UHNW clients.
✨Tip Number 3
Develop a personal brand that reflects your values and expertise. Use social media platforms like LinkedIn to share insights, articles, and success stories that showcase your skills and attract potential clients.
✨Tip Number 4
Consider seeking mentorship from established Financial Advisors. Learning from their experiences can provide valuable insights into client management and business development strategies that are essential for success in 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 HNW and UHNW clients. Use specific examples of how you've provided tailored financial advice and managed client portfolios.
Craft a Compelling Cover Letter: In your cover letter, emphasise your ambition and work ethic. Discuss your approach to client relationship development and how you stay informed about market trends and products. Make it personal and show your passion for the role.
Highlight Compliance Knowledge: Since compliance is crucial in this role, mention any relevant experience you have with regulatory requirements and maintaining accurate documentation. This will demonstrate your understanding of the industry's standards.
Showcase Business Development Skills: Include examples of how you've successfully expanded a client base in previous roles. Highlight your networking abilities and any innovative strategies you've used to attract new clients.
How to prepare for a job interview at Burton Recruitment Limited
✨Showcase Your Expertise
Be prepared to discuss your experience in providing financial advice, particularly for HNW and UHNW clients. Highlight specific examples of how you've tailored strategies to meet individual client needs.
✨Demonstrate Relationship-Building Skills
Emphasise your ability to build and maintain strong client relationships. Share anecdotes that illustrate your approach to client engagement and how you've adapted plans based on changing circumstances.
✨Stay Updated on Market Trends
Research the latest financial products and market developments before the interview. Being knowledgeable about current trends will show your commitment to providing innovative solutions.
✨Understand Compliance Requirements
Familiarise yourself with regulatory and legislative requirements relevant to financial advising. Be ready to discuss how you ensure compliance in your previous roles and maintain accurate documentation.
