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For Companies At a Glance
- Tasks: Provide holistic financial advice and develop business opportunities for clients.
- Company: Reputable financial advisory firm in Edinburgh with a focus on Private Wealth.
- Benefits: Contributory pension, 25 days holiday, and comprehensive training programmes.
- Why this job: Join a dynamic team and make a real difference in clients' financial lives.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and strong networking skills.
- Other info: Great career growth potential and supportive work environment.
The predicted salary is between 36000 - 60000 £ per year.
A financial advisory firm is seeking a qualified Financial Adviser to join its Private Wealth division in Edinburgh. The role requires the Level 4 Diploma in Regulated Financial Planning and focuses on providing holistic financial advice to clients, developing business opportunities, and working closely with an experienced team.
Benefits include:
- A contributory pension
- 25 days holiday rising with service
- Comprehensive training programs
Ideal candidates will possess strong networking and business development skills, and a passion for client service.
Private Wealth Independent Financial Adviser in Edinburgh employer: Chase de Vere Medical
Contact Detail:
Chase de Vere Medical Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Wealth Independent Financial Adviser in Edinburgh
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial industry. Attend events, join local groups, and don’t be shy about reaching out on LinkedIn. The more connections you make, the better your chances of landing that dream role.
✨Tip Number 2
Show off your skills! When you get the chance to meet potential employers or clients, highlight your Level 4 Diploma and any relevant experience. Share specific examples of how you've provided holistic financial advice and developed business opportunities in the past.
✨Tip Number 3
Practice makes perfect! Before any interviews, do some mock sessions with friends or mentors. Focus on common questions for financial advisers and prepare to discuss your approach to client service and business development. Confidence is key!
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you stand out. Plus, applying directly shows your enthusiasm for the role and gives you a better shot at getting noticed by hiring managers.
We think you need these skills to ace Private Wealth Independent Financial Adviser in Edinburgh
Some tips for your application 🫡
Show Off Your Qualifications: Make sure to highlight your Level 4 Diploma in Regulated Financial Planning right at the start. We want to see that you’ve got the credentials to back up your application!
Tailor Your Experience: When you’re writing about your past roles, focus on experiences that showcase your networking and business development skills. We love seeing how you’ve built relationships and created opportunities for growth.
Client-Centric Approach: Don’t forget to emphasise your passion for client service! Share examples of how you’ve gone above and beyond for clients in the past. It’s all about showing us you care.
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 ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Chase de Vere Medical
✨Know Your Stuff
Make sure you’re well-versed in the Level 4 Diploma in Regulated Financial Planning. Brush up on key concepts and recent changes in financial regulations. This will not only show your expertise but also your commitment to staying updated in the field.
✨Showcase Your Networking Skills
Prepare examples of how you've successfully built relationships in previous roles. Think about specific instances where your networking led to new business opportunities or enhanced client satisfaction. This will demonstrate your ability to thrive in a client-focused environment.
✨Demonstrate Holistic Thinking
Be ready to discuss how you approach financial advice from a holistic perspective. Prepare to share case studies or scenarios where you’ve considered multiple aspects of a client’s financial situation, showcasing your comprehensive advisory skills.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to client service and team dynamics. This shows your genuine interest in the role and helps you assess if the company culture aligns with your values and work style.
