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- Tasks: Manage existing clients and attract new business in wealth management.
- Company: Join an award-winning firm known for innovation and professional development.
- Benefits: Receive full support in technical, administrative, and business development areas.
- Why this job: Great opportunity to grow your portfolio and network with High Net Worth Clients.
- Qualifications: Chartered Status or close, with broad technical knowledge in Financial Planning.
- Other info: Ideal for energetic individuals eager to make an impact in wealth management.
The predicted salary is between 43200 - 72000 £ per year.
Are you a proactive and professional Financial Planner seeking a new and exciting opportunity? Are you self motivated and able to deal with a wide range of introducers and professional connections? Do you want to work for a well respected and innovative firm committed to professional development? If the answer to these questions is yes, we would like to hear from you. As part of their strategic business plan, this award winning Wealth Management firm is seeking to appoint a new Financial Planner to manage existing clients as well as attracting new business. Working with internal introducers, you will establish a presence in the local market by offering bespoke solutions to High Net Worth Clients. You will establish connections with external introducers and be responsible for growing the wealth management operation in the area. You will receive full technical, administrative, paraplanning, compliance and business development support in order for you to succeed in the role. You will have access to a broad range of clients and connections to enable you to build your portfolio. The successful applicant will be an energetic and driven individual who is looking for an outstanding opportunity within wealth management. You will have achieved Chartered Status (or be close to) and be able to demonstrate broad technical knowledge across all areas of Financial Planning. You should be an accomplished networker and business developer and be able to work closely w…
Financial Advisor/IFA employer: Brevere Group
Contact Detail:
Brevere Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor/IFA
✨Tip Number 1
Network actively within the financial services community. Attend local events, seminars, and workshops where you can meet potential introducers and clients. Building relationships in person can significantly enhance your chances of being noticed by our team.
✨Tip Number 2
Showcase your expertise in financial planning by engaging in discussions on relevant online platforms or forums. Sharing your insights and knowledge can help establish your credibility and attract attention from our hiring managers.
✨Tip Number 3
Research our firm thoroughly and understand our values and approach to wealth management. Tailoring your conversations and networking efforts to align with our mission can make a strong impression during your interactions.
✨Tip Number 4
Consider reaching out to current employees at StudySmarter for informational interviews. Gaining insights from their experiences can provide you with valuable information about our culture and expectations, helping you stand out as a candidate.
We think you need these skills to ace Financial Advisor/IFA
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning and any relevant qualifications, such as Chartered Status. Emphasize your ability to manage existing clients and attract new business.
Craft a Compelling Cover Letter: Write a cover letter that showcases your proactive approach and professional demeanor. Mention specific examples of how you've successfully established connections with introducers and grown a client base.
Highlight Networking Skills: In your application, emphasize your networking abilities and experience in business development. Provide examples of how you've built relationships with High Net Worth Clients and external introducers.
Showcase Technical Knowledge: Demonstrate your broad technical knowledge across all areas of Financial Planning in your application. This could include mentioning specific financial products or strategies you are familiar with.
How to prepare for a job interview at Brevere Group
✨Showcase Your Proactivity
Demonstrate your proactive nature by sharing specific examples of how you've successfully managed client relationships or attracted new business in the past. This will highlight your ability to take initiative and drive results.
✨Highlight Your Networking Skills
Since networking is crucial for this role, prepare to discuss your experience in building professional connections. Share stories about how you've established relationships with introducers and how those connections have benefited your previous employers.
✨Emphasize Technical Knowledge
Be ready to discuss your technical knowledge in financial planning. Prepare to answer questions on various financial products and strategies, showcasing your expertise and understanding of the industry.
✨Express Your Commitment to Professional Development
This firm values professional growth, so be sure to express your commitment to continuous learning. Discuss any relevant certifications, courses, or training you've pursued, and how they have prepared you for this role.
