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For Companies At a Glance
- Tasks: Engage with clients, schedule meetings, and close deals to grow the firm's client base.
- Company: A client-focused firm prioritising personalised investment strategies and transparent fees.
- Benefits: Enjoy remote work, generous leave, health benefits, and a supportive team environment.
- Why this job: Join a dynamic role that fosters entrepreneurship and offers extensive training and support.
- Qualifications: No specific qualifications required; enthusiasm and a willingness to learn are key.
- Other info: Work from anywhere in the UK with a strong focus on client satisfaction.
The predicted salary is between 43200 - 72000 £ per year.
As a Private Client Advisor, you will be provided with leads, qualifying and scheduling face-to-face appointments. You will meet with prospective clients with the goal of gathering new clients and assets for the firm. This position is highly entrepreneurial and involves warm initial calls and in-person selling to close business. You will be supported by dedicated portfolio management and client service groups who manage the transition and retention.
We seek advisors based nationwide; you can work remotely from your home base, with full support on administration and report writing.
The Firm
By putting clients first, providing unmatched service, and taking a personalised approach to investing, you can feel confident knowing that they align with their client's best interests by using a simple and transparent fee structure and recognised European custodians.
Benefits
- 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependants
- 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
- Enhanced maternity pay package with 16 week's top up to full base pay for eligible employees
- Equivalent of £10,000 fertility, hormonal health and family-forming benefit
- A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
- Gym subsidy of up to £50 per month
- Employee Assistance Program and other emotional well-being services
- A collaborative working environment that practises ongoing training, educational support and employee appreciation events
Private Client Investment Advisor employer: Alexander Lort
Contact Detail:
Alexander Lort Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Investment Advisor
✨Tip Number 1
Familiarise yourself with the firm's values and client-first approach. When you understand their philosophy, you can tailor your conversations to resonate with their mission, showcasing how you can contribute to their goals.
✨Tip Number 2
Practice your face-to-face selling techniques. Since this role involves in-person meetings, honing your ability to build rapport quickly will be crucial. Consider role-playing scenarios with friends or colleagues to boost your confidence.
✨Tip Number 3
Network within the investment community. Attend industry events or join relevant online forums to connect with potential clients and other professionals. Building relationships can lead to valuable referrals and insights into client needs.
✨Tip Number 4
Prepare for warm calls by researching leads thoroughly. Knowing a bit about each prospect can help you personalise your approach, making it easier to engage them and set up those all-important face-to-face appointments.
We think you need these skills to ace Private Client Investment Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client advisory roles, sales, and relationship management. Use specific examples that demonstrate your ability to gather new clients and assets.
Craft a Compelling Cover Letter: Write a cover letter that showcases your entrepreneurial spirit and your approach to client relationships. Mention how you align with the firm's values of putting clients first and providing personalised service.
Highlight Relevant Skills: Emphasise skills such as communication, negotiation, and sales techniques in your application. These are crucial for a Private Client Investment Advisor role, especially when it comes to scheduling appointments and closing business.
Showcase Your Remote Work Experience: If you have experience working remotely, mention it in your application. Highlight how you manage your time effectively and maintain productivity while working from home, as this is a key aspect of the role.
How to prepare for a job interview at Alexander Lort
✨Understand the Firm's Values
Before your interview, take some time to research the firm's values and approach to client service. They pride themselves on putting clients first and using a transparent fee structure, so be prepared to discuss how your personal values align with theirs.
✨Prepare for Role-Specific Scenarios
As a Private Client Investment Advisor, you'll need to demonstrate your ability to qualify leads and close business. Prepare examples from your past experiences where you've successfully converted leads into clients, focusing on your sales techniques and relationship-building skills.
✨Showcase Your Entrepreneurial Spirit
This role is highly entrepreneurial, so be ready to discuss how you take initiative in your work. Share instances where you've identified opportunities or developed strategies to grow your client base, highlighting your proactive approach.
✨Ask Insightful Questions
At the end of the interview, make sure to ask thoughtful questions about the firm's support systems, such as the portfolio management and client service groups. This shows your interest in how they can help you succeed in your role and demonstrates your commitment to providing excellent service to clients.
