At a Glance
- Tasks: Provide desk-based financial advice on investments, pensions, and protection to clients.
- Company: Join atomos wealth, a game-changer in wealth management with a supportive culture.
- Benefits: Enjoy flexible working, private medical insurance, and a solid pension plan.
- Other info: Work remotely for up to 4 weeks and engage in diverse projects.
- Why this job: Make a real impact on clients' financial futures while growing your career in a dynamic team.
- Qualifications: Must have a Level 4 Diploma in Financial Planning and prior advisory experience.
The predicted salary is between 36000 - 60000 £ per year.
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Direct message the job poster from atomos wealth
Our company is changing the face of wealth management and planning. Our teams are small enough for you to make an impact, our company is large enough to support your career aspirations.
You would currently be in a similar role and comfortable with providing desk based advice.
You will help shape the financial futures of clients with assets up to £250,000. This is an exciting opportunity to build lasting relationships, deliver high quality advice, and grow your career in a supportive, regulated environment.
About the Role
You will be joining a growing, integral team and will be involved in giving advice virtually. As an ambitious adviser, you will work directly with clients, providing advice on investments, pensions, and protection. This is a fantastic opportunity for someone who wants to be a key element in developing a major service offering for the company, on the desk-based team.
Accountabilities
- Manage and grow a portfolio of clients
- Deliver personalised financial advice across key areas including investments, pensions, and protection.
- Build strong, trust-based relationships with clients, generating new business and referrals.
- Maintain high compliance standards in line with FCA regulations.
- Work collaboratively with internal teams to ensure seamless client service.
Skills and Experience
- Diploma in Financial Planning (Level 4 or equivalent qualification).
- Previous experience as a Financial Adviser or providing virtual or desk-based financial advice.
- Strong interpersonal skills with the ability to build rapport remotely.
- Passionate about helping clients achieve their financial goals.
- Pension - 6% employer and 3% employee
- Private medical insurance
- 4 x Life Assurance
- Group income protection
- Working anywhere for up to 4 weeks
Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.
Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Job function
Finance, Strategy/Planning, and General Business
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#J-18808-LjbffrDesk Based Adviser employer: atomos wealth
At atomos wealth, we pride ourselves on being an exceptional employer that fosters a dynamic and supportive work culture. Our Desk Based Advisers enjoy a range of benefits including private medical insurance, generous pension contributions, and the flexibility to work remotely for up to four weeks, all while being part of a close-knit team that values personal growth and impactful client relationships in the vibrant city of Bristol.
StudySmarter Expert Advice🤫
We think this is how you could land Desk Based Adviser
✨Tip Number 1
Familiarise yourself with the latest trends in wealth management and financial planning. This will not only help you during interviews but also demonstrate your commitment to staying updated in a rapidly evolving industry.
✨Tip Number 2
Network with current or former employees of atomos wealth on platforms like LinkedIn. Engaging with them can provide valuable insights into the company culture and expectations, which can be beneficial during your application process.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully built client relationships in previous roles. Highlighting your interpersonal skills and ability to provide tailored advice will resonate well with the hiring team.
✨Tip Number 4
Research the compliance standards set by the FCA and be ready to discuss how you have maintained these in your past roles. Showing that you understand the regulatory environment will position you as a knowledgeable candidate.
We think you need these skills to ace Desk Based Adviser
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights relevant experience in providing desk-based financial advice. Emphasise your qualifications, such as the Diploma in Financial Planning, and any previous roles that align with the responsibilities of a Desk Based Adviser.
Craft a Compelling Cover Letter:In your cover letter, express your passion for helping clients achieve their financial goals. Mention specific examples of how you've built strong relationships with clients in the past and how you can contribute to the team at atomos wealth.
Showcase Your Skills:Highlight your strong interpersonal skills and ability to build rapport remotely. Provide examples of how you've successfully managed client portfolios and delivered personalised financial advice in previous roles.
Research the Company:Familiarise yourself with atomos wealth and their approach to wealth management. Understanding their values and services will help you tailor your application and demonstrate your enthusiasm for joining their team.
How to prepare for a job interview at atomos wealth
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products you'll be advising on, such as investments, pensions, and protection. Be prepared to discuss how these products can benefit clients with assets up to £250,000.
✨Demonstrate Relationship-Building Skills
Since building trust-based relationships is key in this role, think of examples from your past experiences where you've successfully built rapport with clients, especially in a virtual setting.
✨Showcase Compliance Knowledge
Familiarise yourself with FCA regulations and compliance standards relevant to the role. Be ready to explain how you ensure compliance in your advisory practices.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and ability to provide personalised advice. Practice articulating your thought process and decision-making in these situations.
