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- Tasks: Manage a portfolio of high-net-worth clients and provide tailored financial advice.
- Company: Join a reputable boutique IFA firm with over 20 years of experience in wealth planning.
- Benefits: Enjoy a negotiable salary, bonuses, and the opportunity to work in Epsom offices.
- Why this job: Be part of a supportive culture focused on professional growth and client success.
- Qualifications: Must have at least 3 years of advising experience; diploma qualified preferred.
- Other info: Knowledge of Intelligent Office and various financial platforms is a plus.
The predicted salary is between 60000 - 75000 £ per year.
Financial Adviser - manage clients from the Managing Director. Salary is negotiable (in the region of £60k - £75k) plus bonus.
Boutique IFA firm - Offices in Epsom (Surrey). Working with HNW & UHNW clients.
My client is a wealth planning practice in Epsom (Surrey) who have been operating for 20+ years. They have an excellent reputation providing very solid financial advice to both private and corporate clients who live in London, Kent, Surrey, Sussex & Hampshire. They manage the financial affairs of 120 City professionals, families, retirees, and business owners with £300k - £3.5m of assets invested.
The Managing Director is seeking to recruit a brand new Financial Adviser role who is diploma qualified and ideally studying towards Chartered status, but this is not essential. Your experience and technical knowledge and exposure to HNW will be reflected in a salary and package.
You will have a minimum of 3 years of solid advising experience with retirees, families and/or city professionals or business owners. A broad range of experience and knowledge across a variety of financial products will be crucial (Pensions, Investments, tax planning, Retirement Planning, Protections etc.). Knowledge of Intelligent Office would be highly advantageous. They use a variety of platforms including Transact, Nucleus and AJ Bell.
Financial Adviser - manage MD\'s client bank - salary is negotiable - Epsom offices employer: Click To Hired
Contact Detail:
Click To Hired Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser - manage MD\'s client bank - salary is negotiable - Epsom offices
✨Tip Number 1
Network with professionals in the financial advisory sector, especially those who work with high-net-worth clients. Attend industry events or seminars in your area to make connections that could lead to referrals or insider information about the role.
✨Tip Number 2
Familiarise yourself with the specific financial products and platforms mentioned in the job description, such as Transact, Nucleus, and AJ Bell. Being knowledgeable about these tools will not only boost your confidence but also demonstrate your commitment to the role during interviews.
✨Tip Number 3
Research the boutique IFA firm’s reputation and client base. Understanding their approach to wealth management and the types of clients they serve will help you tailor your discussions and show that you are genuinely interested in contributing to their success.
✨Tip Number 4
Prepare to discuss your previous experience with HNW and UHNW clients in detail. Be ready to share specific examples of how you've successfully managed their financial needs, as this will be crucial in demonstrating your suitability for the role.
We think you need these skills to ace Financial Adviser - manage MD\'s client bank - salary is negotiable - Epsom offices
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. Emphasise your advising experience, particularly with retirees and city professionals, as this is crucial for the role.
Craft a Compelling Cover Letter: In your cover letter, express your passion for financial advising and your understanding of the boutique IFA firm's values. Mention your qualifications, such as being diploma qualified or working towards Chartered status, and how your skills align with their needs.
Showcase Relevant Experience: Detail your experience with various financial products like pensions, investments, and tax planning. Use specific examples to demonstrate your technical knowledge and how it has benefited your previous clients.
Highlight Software Proficiency: If you have experience with Intelligent Office or platforms like Transact, Nucleus, and AJ Bell, make sure to mention this in your application. This knowledge can set you apart from other candidates.
How to prepare for a job interview at Click To Hired
✨Showcase Your Experience
Make sure to highlight your experience with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. Discuss specific cases where you've successfully managed their financial affairs, as this will demonstrate your capability to handle the client bank from the Managing Director.
✨Know Your Financial Products
Brush up on your knowledge of various financial products such as pensions, investments, tax planning, and retirement planning. Be prepared to discuss how you have applied this knowledge in previous roles, as it will be crucial for the position.
✨Familiarise Yourself with Relevant Software
If you have experience with Intelligent Office or platforms like Transact, Nucleus, and AJ Bell, make sure to mention it. Familiarity with these tools can set you apart from other candidates and show that you can hit the ground running.
✨Prepare Questions for the Interviewer
Think of insightful questions to ask the interviewer about the firm's approach to wealth management and their expectations for the new Financial Adviser role. This shows your genuine interest in the position and helps you assess if the firm aligns with your career goals.
