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For Companies At a Glance
- Tasks: Engage with high-net-worth clients and build lasting relationships while focusing on new business.
- Company: Join a leading wealth management organisation dedicated to providing top-notch financial advice.
- Benefits: Enjoy a competitive salary, remote work flexibility, and a generous bonus scheme.
- Why this job: This role offers a chance to thrive in a supportive environment with a focus on client success.
- Qualifications: RDR level 4 qualification and experience with high-net-worth individuals are essential.
- Other info: You'll have access to a dedicated team for client management, allowing you to concentrate on growth.
The predicted salary is between 48000 - 72000 £ per year.
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 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 a consultant 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 individuals
- 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 to connect with potential colleagues and clients, which can help you gain insights into the company culture and expectations.
✨Tip Number 2
Research the latest trends in wealth management and high-net-worth client needs. Being knowledgeable about current market conditions and investment strategies will demonstrate your expertise during interviews.
✨Tip Number 3
Prepare to showcase your track record in writing new business. Have specific examples ready that highlight your successes and how you've effectively built relationships with high-net-worth individuals.
✨Tip Number 4
Practice your presentation skills. Since strong presentation abilities are crucial for this role, consider rehearsing with a friend or mentor to refine your delivery and ensure you can engage clients effectively.
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: Write a cover letter that not only outlines your qualifications but also reflects your understanding of the wealth management industry. Mention your RDR level 4 qualification and how it equips you to provide exceptional financial advice.
Showcase Your Presentation Skills: Since strong presentation skills are essential for this role, consider including a brief section in your application that describes a successful presentation you've delivered in the past. This will help illustrate your ability to connect with clients.
Highlight Ethical Standards: In your application, emphasise your commitment to ethical practices in financial consulting. Provide examples of how you've maintained professionalism and integrity in your dealings with clients.
How to prepare for a job interview at Advance Search & Selection Ltd
✨Showcase Your Qualifications
Make sure to highlight your RDR level 4 qualification during the interview. This is a key requirement for the role, and demonstrating your understanding of financial regulations will show that you are well-prepared and knowledgeable.
✨Demonstrate Your Experience
Be ready to discuss your experience with high-net-worth individuals. Prepare specific examples of how you've successfully managed client relationships and written new business in the past, as this will be crucial for the role.
✨Highlight Your Presentation Skills
Since strong presentation skills are essential, practice delivering a brief presentation about a financial topic relevant to high-net-worth clients. This will not only showcase your expertise but also your ability to communicate effectively.
✨Connect on a Personal Level
Prepare to demonstrate your dynamic interpersonal skills by engaging with the interviewer. Show genuine interest in their questions and share personal anecdotes that reflect your ethical and professional approach to client relationships.
