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- Tasks: Manage client relationships and provide tailored financial planning advice.
- Company: Leading independent financial services firm in the UK.
- Benefits: Competitive salary, bonuses, and comprehensive benefits package.
- Why this job: Join a dynamic team and make a real difference in clients' financial lives.
- Qualifications: Strong communication skills and experience in regulated financial advice.
The predicted salary is between 70000 - 100000 £ per year.
A leading independent financial services firm in the UK seeks a proactive Financial Adviser to manage a loyal client base and deliver comprehensive financial planning advice.
Responsibilities include:
- Identifying new business opportunities
- Providing tailored recommendations across pensions, investments, and estate planning
- Developing long-term client relationships
The ideal candidate will have strong communication skills, a client-centric approach, and a proven track record in a regulated advice role.
A competitive salary of £70,000 – £100,000 plus bonuses and comprehensive benefits are offered.
Wealth Planner: Grow Trusted Client Relationships & Advice employer: Alan Boswell Group
Contact Detail:
Alan Boswell Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Planner: Grow Trusted Client Relationships & Advice
✨Tip Number 1
Network like a pro! Attend industry events, webinars, and local meet-ups to connect with potential clients and other professionals. Remember, building relationships is key in the financial services world.
✨Tip Number 2
Showcase your expertise! Create content that highlights your knowledge in pensions, investments, and estate planning. Whether it's a blog post or a video, let your potential clients see what you can offer.
✨Tip Number 3
Follow up! After meeting someone new, send a quick message to keep the conversation going. It shows you're interested and helps you stay top of mind when they need financial advice.
✨Tip Number 4
Apply through our website! We make it easy for you to find opportunities that match your skills. Plus, it shows you're serious about joining our team and helping clients achieve their financial goals.
We think you need these skills to ace Wealth Planner: Grow Trusted Client Relationships & Advice
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Wealth Planner role. Highlight your client-centric approach and any relevant achievements in financial planning to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about building trusted client relationships and how your proactive nature can benefit our team.
Showcase Your Communication Skills: Since strong communication is key for this role, make sure your application showcases your ability to convey complex financial concepts clearly. We want to see how you connect with clients!
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 Alan Boswell Group
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning, especially around pensions, investments, and estate planning. Be ready to discuss specific strategies you've used in the past to help clients achieve their financial goals.
✨Showcase Your Client-Centric Approach
Prepare examples that highlight how you've built and maintained strong client relationships. Think about times when you went above and beyond for a client and be ready to share those stories during the interview.
✨Demonstrate Proactivity
Since the role requires identifying new business opportunities, come prepared with ideas on how you could attract new clients. This could include networking strategies or innovative ways to market your services.
✨Practice Your Communication Skills
Strong communication is key in this role. Consider doing mock interviews with a friend or mentor to refine your ability to explain complex financial concepts in a clear and relatable way.
