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- Tasks: Provide expert financial advice and manage high-net-worth client portfolios.
- Company: Progressive wealth management firm focused on client satisfaction.
- Benefits: Up to £80,000 salary, full benefits, and uncapped bonuses.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Financial diploma qualified with experience in client management.
- Other info: Flexible working options and strong support for your professional growth.
The predicted salary is between 48000 - 80000 £ per year.
This is an excellent opportunity to be part of a progressive and client-focused, wealth management firm dealing with HNW clients across Oxford and surrounding areas.
Service and develop an existing book of HNW clients, the role offers some home-based working with access to office locations as some clients prefer to meet in office.
Full back-office and Paraplanning support.
Financial diploma qualified (CII, LIBF, CISI or equivalent).
Salary: up to £80,000 (depending on experience), full benefits and uncapped bonuses.
Independent Financial Adviser in Oxford employer: Advance Search & Selection Ltd
Contact Detail:
Advance Search & Selection Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser in Oxford
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world and let them know you're on the lookout for opportunities. You never know who might have a lead or can introduce you to someone at a wealth management firm.
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with potential employers, be ready to discuss your experience with HNW clients and how you've helped them achieve their financial goals. This will set you apart from the competition.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After interviews or networking events, drop a quick thank-you email to express your appreciation and reiterate your interest in the role. It keeps you fresh in their minds!
✨Tip Number 4
Apply through our website! We’ve got a streamlined process that makes it easy for you to submit your application. Plus, it shows you’re genuinely interested in joining our team and being part of our client-focused approach.
We think you need these skills to ace Independent Financial Adviser in Oxford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that are relevant to the Independent Financial Adviser role. Highlight your qualifications, especially if you have a financial diploma, and any experience with HNW clients.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth management and how your background makes you a great fit for our team. Be sure to mention your client-focused approach.
Showcase Your Achievements: When detailing your experience, focus on specific achievements rather than just duties. Did you exceed targets or develop strong client relationships? We want to see how you've made an impact in your previous roles!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Advance Search & Selection Ltd
✨Know Your Stuff
Make sure you brush up on your financial knowledge and qualifications. Be ready to discuss your experience with HNW clients and how you've helped them achieve their financial goals. This shows you're not just qualified, but also passionate about what you do.
✨Showcase Your Client-Centric Approach
Since this role is all about client service, prepare examples of how you've successfully built relationships with clients in the past. Highlight your ability to listen to their needs and tailor your advice accordingly. This will demonstrate that you understand the importance of a client-focused approach.
✨Be Ready for Scenario Questions
Expect to face scenario-based questions during the interview. Think about potential challenges you might encounter with HNW clients and how you would handle them. This will help the interviewer see your problem-solving skills and your ability to think on your feet.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask at the end of the interview. Inquire about the firm's approach to client management or how they support their advisers. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
