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For Companies At a Glance
- Tasks: Manage a high-value client bank and provide tailored financial advice.
- Company: Reputable recruitment agency with a strong marketing support system.
- Benefits: Competitive salary and the chance to work with high-net-worth clients.
- Why this job: Join a leading firm and make a real difference in clients' financial lives.
- Qualifications: Level 4 diploma in financial services and proven communication skills.
- Other info: Office-based role in a supportive environment with growth potential.
The predicted salary is between 42000 - 60000 £ per year.
A leading recruitment agency seeks an Independent Financial Adviser to manage an established client bank worth around £35M. This role is office-based, serving clients in the northern home counties.
The ideal candidate must have:
- A Level 4 diploma in financial services
- Strong performance history
- Excellent communication skills
This is a unique opportunity to join a reputable firm with a solid marketing system in place to support your success.
Independent Financial Adviser – HNW Private Clients | £35M AUM employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser – HNW Private Clients | £35M AUM
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its client base. Understand their values and how you can contribute to their success, especially with high-net-worth clients. Tailor your responses to show you’re the perfect fit!
✨Tip Number 3
Practice your communication skills! As an Independent Financial Adviser, you'll need to convey complex information clearly. Role-play with a friend or use online resources to sharpen your pitch and ensure you come across as confident and knowledgeable.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got a solid marketing system that can help you stand out. Plus, it’s a great way to ensure your application gets the attention it deserves.
We think you need these skills to ace Independent Financial Adviser – HNW Private Clients | £35M AUM
Some tips for your application 🫡
Show Off Your Qualifications: Make sure to highlight your Level 4 diploma in financial services right at the start. We want to see how your qualifications set you apart from the rest!
Share Your Success Stories: Don’t be shy about your performance history! Include specific examples of how you've managed client portfolios and achieved results. We love a good success story!
Communicate Clearly: Since excellent communication skills are key for this role, ensure your application is clear and concise. We appreciate straightforwardness, so keep it professional yet personable.
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 get to know you better. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Numbers
Make sure you’re familiar with the financial metrics and performance history relevant to the role. Brush up on your knowledge of managing assets under management (AUM) and be ready to discuss how you've successfully handled similar portfolios in the past.
✨Showcase Your Communication Skills
As an Independent Financial Adviser, communication is key. Prepare to demonstrate your ability to explain complex financial concepts clearly and concisely. Consider using examples from your previous experience where effective communication led to successful client outcomes.
✨Research the Firm
Take some time to understand the firm’s values, culture, and the marketing systems they have in place. This will not only help you tailor your responses but also show that you’re genuinely interested in becoming part of their team.
✨Prepare Questions
Have a list of insightful questions ready to ask during the interview. This could include inquiries about their approach to client management or how they support advisers in achieving their goals. It shows you’re proactive and engaged, which is always a plus!
