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For Companies At a Glance
- Tasks: Help clients achieve financial goals through tailored strategies and ongoing support.
- Company: Join a growing firm dedicated to providing top-notch financial advice.
- Benefits: Enjoy a competitive salary, bonuses, pension scheme, and private medical insurance.
- Why this job: Be part of a dynamic team making a real impact on clients' financial futures.
- Qualifications: Must hold Level 4 qualification via CII or equivalent; strong communication skills required.
- Other info: Opportunity for professional development and staying updated with industry changes.
The predicted salary is between 36000 - 60000 £ per year.
We are seeking an experienced Financial Adviser / Wealth Manager to join our client. You must hold the Level 4 qualification via CII or equivalent, be a clear communicator with a detailed understanding of financial planning and wealth management.
You will be able to forge relationships with a variety of clients ensuring to build trust by providing excellent financial advice in a professional manner, assisting clients to achieve their financial goals by creating detailed strategies.
- Conduct in-depth reviews of clients' financial situations and monitor this to ensure recommendations are appropriate and achievable.
- Assist in business development by requesting referrals.
- Participate in CPD to ensure your knowledge is up to date in order to react to any changes in legislation.
This is an exciting time to join the company as they experience growth.
Benefits include:
- £45K - £60K basic DOE
- Generous bonus and commission scheme
- Pension scheme
- Private medical insurance
Financial Advisor / Wealth Manager employer: Carlton Mays
Contact Detail:
Carlton Mays Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor / Wealth Manager
✨Tip Number 1
Network with professionals in the financial sector. Attend industry events, seminars, or webinars where you can meet potential colleagues and clients. Building relationships can lead to referrals and insights about the company culture.
✨Tip Number 2
Stay updated on the latest trends in financial planning and wealth management. Subscribe to relevant financial news outlets or join online forums. This knowledge will not only help you in interviews but also demonstrate your commitment to the field.
✨Tip Number 3
Prepare to discuss your approach to client relationships. Think of examples where you've successfully built trust and provided valuable advice. Being able to articulate your strategy will set you apart from other candidates.
✨Tip Number 4
Research the company thoroughly. Understand their values, mission, and recent developments. Tailoring your conversation to align with their goals will show that you're genuinely interested in being part of their team.
We think you need these skills to ace Financial Advisor / Wealth Manager
Some tips for your application 🫡
Highlight Relevant Qualifications: Make sure to clearly state your Level 4 qualification via CII or any equivalent. This is a key requirement for the role, so it should be prominently featured in your CV and cover letter.
Showcase Communication Skills: As a Financial Advisor, clear communication is essential. Use your application to demonstrate your ability to convey complex financial concepts in an understandable way. Consider including examples of how you've successfully communicated with clients in the past.
Detail Your Experience: Provide specific examples of your experience in financial planning and wealth management. Discuss how you've built trust with clients and helped them achieve their financial goals through tailored strategies.
Emphasise Continuous Professional Development: Mention any recent training or CPD activities you've undertaken to stay updated on financial legislation and best practices. This shows your commitment to professional growth and adaptability in a changing environment.
How to prepare for a job interview at Carlton Mays
✨Showcase Your Qualifications
Make sure to highlight your Level 4 qualification via CII or any equivalent during the interview. This is crucial as it demonstrates your expertise and commitment to the field of financial advising.
✨Demonstrate Communication Skills
As a Financial Advisor, clear communication is key. Prepare to discuss how you effectively convey complex financial concepts to clients in an understandable way. Use examples from your past experiences to illustrate this.
✨Build Trust with Examples
Be ready to share specific instances where you've successfully built relationships with clients. Discuss how you provided excellent financial advice and helped them achieve their financial goals, as this will show your ability to forge trust.
✨Stay Updated on Legislation
Mention your commitment to continuous professional development (CPD) and how you keep your knowledge current regarding changes in legislation. This shows that you are proactive and dedicated to providing the best service to your clients.
