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For Companies At a Glance
- Tasks: As a Financial Consultant, you'll gather new clients and assets while focusing on business growth.
- Company: Join a leading wealth management organisation dedicated to high-net-worth individuals.
- Benefits: Enjoy remote work, a generous benefits package, and an open-ended bonus scheme.
- Why this job: This role offers a chance to make an impact while working with a supportive team.
- Qualifications: RDR level 4 qualification and experience with high-net-worth clients are essential.
- Other info: You'll have access to dedicated support for client transitions and retention.
The predicted salary is between 48000 - 72000 £ per year.
Job Description
Financial Adviser
£60,000 salary, a wide array of benefits with excellent OTE
Remote working
This remote Financial Adviser role provides an opportunity to be a part of a large wealth management organisation offering financial advice to high-net-worth individuals. You will meet with prospective clients with the goal of gathering new clients and assets, all clients are provided. Supported by a dedicated team of the technical research, paraplanners and client service groups who manage the transition and retention of client relationships, allowing you to focus on new business. This is an excellent role for someone who likes writing new business and comes with a generous benefits package and open ended bonus scheme.
Requirements:
- RDR level 4 qualification
- Experience dealing with high-net-worth individual
- Track record in writing new business
- Strong presentation skills
- Ability to connect with a wide array of clients through dynamic interpersonal skills
- Highly ethical and professional skills
If this opportunity is of interest, then please get in touch to find out more.
Financial Consultant employer: Advance Search & Selection Ltd
Contact Detail:
Advance Search & Selection Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Consultant
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events or webinars where you can meet potential colleagues and clients, as personal connections can often lead to job opportunities.
✨Tip Number 2
Showcase your presentation skills by creating a portfolio of past successful client meetings or presentations. This will demonstrate your ability to connect with high-net-worth individuals and highlight your expertise.
✨Tip Number 3
Research the company’s values and culture. Understanding what they prioritise can help you tailor your approach during interviews and show that you align with their ethical standards and professional expectations.
✨Tip Number 4
Prepare for role-play scenarios that may come up during the interview process. Practising how to handle client interactions and objections can set you apart and demonstrate your readiness for the role.
We think you need these skills to ace Financial Consultant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with high-net-worth individuals and showcases your track record in writing new business. Use specific examples to demonstrate your success in previous roles.
Craft a Compelling Cover Letter: In your cover letter, emphasise your RDR level 4 qualification and your strong presentation skills. Explain why you are passionate about financial advising and how you can contribute to the company's success.
Highlight Interpersonal Skills: Since the role requires connecting with a diverse range of clients, make sure to mention your dynamic interpersonal skills. Provide examples of how you've successfully built relationships in past positions.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which is crucial in the financial sector.
How to prepare for a job interview at Advance Search & Selection Ltd
✨Showcase Your Experience with High-Net-Worth Clients
Make sure to highlight your previous experience dealing with high-net-worth individuals. Share specific examples of how you've successfully managed their needs and built strong relationships, as this will demonstrate your capability in the role.
✨Prepare for Technical Questions
Since you'll be supported by a team of technical researchers and paraplanners, it's essential to brush up on your financial knowledge. Be ready to answer questions about financial products and strategies that are relevant to high-net-worth clients.
✨Demonstrate Strong Presentation Skills
As a Financial Consultant, you'll need to present ideas clearly and persuasively. Practice your presentation skills before the interview, perhaps by explaining complex financial concepts to a friend or family member to ensure you can communicate effectively.
✨Emphasise Your Ethical Standards
Ethics are crucial in finance, especially when dealing with high-net-worth clients. Be prepared to discuss your approach to maintaining professionalism and ethical standards in your work, as this will resonate well with the company's values.
