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For Companies At a Glance
- Tasks: Manage high net worth clients and provide tailored financial advice.
- Company: Reputable wealth management firm based in Oxford.
- Benefits: Competitive salary up to £80,000, 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 with strong back-office support.
The predicted salary is between 48000 - 80000 £ per year.
A wealth management firm in Oxford is seeking an Independent Financial Adviser to manage high net worth clients. The position offers a competitive salary of up to £80,000, depending on experience, along with full benefits and uncapped bonuses.
Candidates must be financially diploma qualified and have experience in client management. Some home-based working is possible as clients may prefer in-office meetings. The role includes significant back-office and paraplanning support.
Independent Wealth Planner for HNW Clients | Flexible Role 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 Wealth Planner for HNW Clients | Flexible Role in Oxford
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector 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 the firm.
✨Tip Number 2
Prepare for those interviews! Research the firm thoroughly, understand their client base, and be ready to discuss how your experience aligns with managing high net worth clients. Confidence is key!
✨Tip Number 3
Showcase your qualifications! Make sure to highlight your financial diploma and any relevant certifications during conversations. This will help us see that you’re serious about the role and have the right credentials.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Independent Wealth Planner for HNW Clients | Flexible Role in Oxford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with high net worth clients and showcases your financial diploma qualifications. We want to see how your background aligns with the role, so don’t hold back on those relevant details!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this Independent Wealth Planner role. Share your passion for client management and how you can bring value to our team.
Showcase Your Client Management Skills: In your application, emphasise your experience in managing client relationships. We’re looking for someone who can build trust and rapport with high net worth clients, so give us examples of how you’ve done this in the past.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Advance Search & Selection Ltd
✨Know Your Numbers
As an Independent Wealth Planner, you’ll need to demonstrate your financial expertise. Brush up on key financial metrics and be ready to discuss how you've successfully managed high net worth clients in the past. This shows you’re not just qualified but also experienced.
✨Tailor Your Approach
Each client is unique, especially high net worth individuals. Prepare examples of how you’ve customised financial plans to meet specific client needs. This will highlight your client management skills and adaptability, which are crucial for this role.
✨Showcase Your Support System
Since the role includes back-office and paraplanning support, be prepared to discuss how you leverage these resources. Talk about how collaboration with your team has enhanced your service delivery and client satisfaction.
✨Flexibility is Key
With some home-based working possible, be ready to discuss how you manage your time and client relationships remotely. Share any experiences where you successfully balanced in-office and remote meetings, demonstrating your flexibility and commitment to client service.
