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- Tasks: Provide tailored financial advice on investments, pensions, and tax planning to existing clients.
- Company: Reputable wealth management firm in the UK with a focus on client service.
- Benefits: Competitive salary of £60,000 to £70,000 plus bonuses and additional perks.
- Why this job: Join a team that prioritises high-quality service and client relationships over business development.
- Qualifications: Level 4 Diploma and proven experience in a financial advisory role.
- Other info: Opportunity to work in a supportive environment with potential for career advancement.
The predicted salary is between 60000 - 70000 £ per year.
A wealth management firm in the United Kingdom is seeking a Financial Adviser to service an existing client bank. You will provide tailored financial advice across investments, pensions, and tax planning, focusing on high-quality service rather than business development.
The ideal applicant holds a Level 4 Diploma and has proven experience in an advisory role.
This position offers competitive remuneration ranging from £60,000 to £70,000, along with bonus potential and other benefits.
Senior Financial Adviser – Manage Existing Client Bank in Southport employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Adviser – Manage Existing Client Bank in Southport
✨Tip Number 1
Network like a pro! Reach out to your existing connections in the finance world 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 interviews by brushing up on your knowledge of current financial trends and regulations. We want you to be able to showcase your expertise and how it aligns with the firm's focus on high-quality service.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience with investments, pensions, and tax planning can benefit the existing client bank. Tailor your approach to highlight your advisory skills.
✨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 that extra step to connect with us directly.
We think you need these skills to ace Senior Financial Adviser – Manage Existing Client Bank in Southport
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial advising, especially with investments, pensions, and tax planning. We want to see how you've provided high-quality service in your previous roles!
Showcase Your Qualifications: Don’t forget to mention your Level 4 Diploma! It’s a key requirement for us, so make it stand out in your application. We love seeing candidates who are proud of their qualifications.
Personalise Your Cover Letter: Use your cover letter to tell us why you’re passionate about wealth management and how you can contribute to our existing client bank. We appreciate a personal touch that reflects your personality and values.
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 Eden Rose
✨Know Your Stuff
Make sure you brush up on your knowledge of investments, pensions, and tax planning. Be ready to discuss specific strategies you've used in the past to help clients achieve their financial goals. This shows that you’re not just familiar with the theory but have practical experience too.
✨Tailor Your Approach
Since the role focuses on servicing an existing client bank, think about how you can provide personalised advice. Prepare examples of how you've adapted your advice to meet individual client needs in previous roles. This will demonstrate your commitment to high-quality service.
✨Showcase Your Qualifications
Don’t forget to highlight your Level 4 Diploma and any other relevant qualifications. Be prepared to discuss how your education has equipped you for this advisory role and how it enhances your ability to provide sound financial advice.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm’s approach to client management and service delivery. This not only shows your interest in the role but also gives you a chance to assess if the company aligns with your values and work style.
