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- Tasks: Provide holistic financial advice and develop new business opportunities.
- Company: Leading financial advisory firm in the UK with a focus on private wealth.
- Benefits: Competitive salary, professional development, and a rewarding work environment.
- Why this job: Enhance your financial advisory skills while making a real impact on clients' lives.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and strong networking skills.
- Other info: Self-motivated individuals will thrive in this dynamic and client-focused role.
The predicted salary is between 36000 - 60000 £ per year.
A leading financial advisory firm in the UK is seeking a Financial Adviser to join their Private Wealth division. The ideal candidate will hold the Level 4 Diploma in Regulated Financial Planning and demonstrate strong networking and business development skills.
This role involves providing holistic advice to clients, compiling investment reports, and striving to develop new business opportunities. Candidates should be self-motivated and client-focused, ready to enhance their financial advisory skills in a rewarding environment.
Independent Financial Advisor - Private Wealth Growth employer: Chase de Vere
Contact Detail:
Chase de Vere Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor - Private Wealth Growth
✨Tip Number 1
Network like a pro! Attend industry events, join relevant online forums, and connect with other financial professionals. The more people you know, the better your chances of landing that dream role.
✨Tip Number 2
Showcase your expertise! Create a personal brand by sharing insights on social media or writing articles about financial planning. This not only demonstrates your knowledge but also attracts potential clients and employers.
✨Tip Number 3
Practice your pitch! Be ready to explain how you can add value to clients and the firm. Tailor your approach to highlight your networking skills and business development experience – it’s all about making a lasting impression.
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for passionate individuals who want to grow in the financial advisory space. Your next opportunity could be just a click away!
We think you need these skills to ace Independent Financial Advisor - Private Wealth Growth
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!
Network Like a Pro: Since strong networking skills are key for this role, share examples of how you've built relationships in the past. We love seeing candidates who can connect with clients and colleagues alike!
Tailor Your Application: Don’t just send a generic CV and cover letter. We’re looking for personalised applications that reflect your understanding of our Private Wealth division and how you can contribute to it.
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 us!
How to prepare for a job interview at Chase de Vere
✨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, as this will show your commitment to the role and your expertise 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 client acquisitions, as this is crucial for the Private Wealth division.
✨Demonstrate Holistic Advice Capability
Be ready to discuss how you approach providing holistic financial advice. Prepare a case study or two that illustrates your ability to assess a client's needs comprehensively and tailor your recommendations accordingly.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to client management and business development. This not only shows your interest in the role but also helps you gauge if the company aligns with your career goals.
