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- Tasks: Provide holistic financial planning advice and build strong client relationships.
- Company: Reputable wealth management firm in Marlow with a supportive team.
- Benefits: Flexible hybrid working model, strong internal support, and career progression opportunities.
- Why this job: Enjoy autonomy while making a real difference in clients' financial lives.
- Qualifications: Chartered Financial Adviser with strong relationship-building skills.
- Other info: Stable environment with a dedicated paraplanning and admin team.
The predicted salary is between 36000 - 60000 £ per year.
A reputable wealth management firm in Marlow is seeking an experienced Chartered Financial Adviser to provide holistic financial planning advice. The role offers flexibility through a hybrid working model and includes strong internal support from a dedicated paraplanning and admin team.
Ideal candidates will possess strong relationship-building skills and integrity, with a portable client bank being a significant advantage. This position promises autonomy and an opportunity for career progression within a stable environment.
Chartered Wealth Manager – Hybrid, Client-Centric Planner in Marlow employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Wealth Manager – Hybrid, Client-Centric Planner in Marlow
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by practising common questions and scenarios specific to wealth management. We recommend role-playing with a friend or using online resources to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your relationship-building skills during interviews. Share examples of how you've successfully managed client relationships in the past, as this is key for a Chartered Wealth Manager role.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Chartered Wealth Manager – Hybrid, Client-Centric Planner in Marlow
Some tips for your application 🫡
Show Off Your Experience: When you're writing your application, make sure to highlight your experience as a Chartered Financial Adviser. We want to see how you've provided holistic financial planning advice in the past, so don’t hold back on those details!
Emphasise Relationship-Building Skills: Since this role is all about client relationships, let us know how you’ve built and maintained strong connections with clients. Share specific examples that showcase your integrity and ability to understand client needs.
Mention Your Client Bank: If you have a portable client bank, make sure to mention it! This could give you an edge in your application, so we’d love to hear about the clients you’ve worked with and how you’ve helped them achieve their financial goals.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. 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 Eden Rose
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge and the latest trends in wealth management. Be ready to discuss your experience with holistic financial advice and how you've built relationships with clients in the past.
✨Showcase Your Client-Centric Approach
Prepare examples that highlight your ability to put clients first. Think about specific situations where you’ve gone above and beyond for a client, and be ready to share these stories during the interview.
✨Highlight Your Teamwork Skills
Since this role offers strong internal support, it’s important to demonstrate how well you work with others. Talk about your experiences collaborating with paraplanners and admin teams to deliver exceptional service to clients.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s culture, their approach to client management, and opportunities for career progression. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
