Senior Financial Adviser | Remote/Hybrid with Client Bank in London
Senior Financial Adviser | Remote/Hybrid with Client Bank

Senior Financial Adviser | Remote/Hybrid with Client Bank in London

London Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Provide expert financial advice and manage a portfolio of clients.
  • Company: Leading wealth management firm in the UK with a strong reputation.
  • Benefits: Flexible working options, competitive salary, and performance bonuses.
  • Why this job: Join a dynamic team and help clients achieve their financial goals.
  • Qualifications: Minimum 2 years of experience in financial advising.
  • Other info: Opportunity to work remotely or in a hybrid model with a ready client bank.

The predicted salary is between 36000 - 60000 £ per year.

A leading wealth management firm in the United Kingdom seeks an experienced Financial Adviser with at least 2 years of experience. This role offers hybrid/remote working options, a readymade client bank.

Senior Financial Adviser | Remote/Hybrid with Client Bank in London employer: Ellis James Partners Ltd

As a leading wealth management firm, we pride ourselves on fostering a supportive and dynamic work culture that prioritises employee growth and development. With the flexibility of hybrid and remote working options, our team enjoys a healthy work-life balance while having access to a ready-made client bank, ensuring meaningful and rewarding engagements with clients. Join us to be part of a forward-thinking organisation that values your expertise and invests in your future.
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Contact Detail:

Ellis James Partners Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Senior Financial Adviser | Remote/Hybrid with Client Bank in London

✨Tip Number 1

Network like a pro! Reach out to your connections in the finance world and let them know you're on the lookout for new 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! Research the company and its values, and think about how your experience aligns with their needs. Practising common interview questions can help you feel more confident when it’s your turn to shine.

✨Tip Number 3

Showcase your expertise! During interviews, be ready to discuss your past successes and how you've helped clients achieve their financial goals. Use specific examples to illustrate your skills and make a lasting impression.

✨Tip Number 4

Don’t forget to apply through our website! We’ve got loads of great opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications!

We think you need these skills to ace Senior Financial Adviser | Remote/Hybrid with Client Bank in London

Financial Planning
Investment Strategies
Client Relationship Management
Regulatory Compliance
Risk Assessment
Market Analysis
Communication Skills
Sales Skills
Negotiation Skills
Problem-Solving Skills
Time Management
Analytical Skills
Adaptability
Customer Service

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Senior Financial Adviser role. Highlight your relevant experience and skills that match what we're looking for, especially your client management expertise.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're the perfect fit for this role. Share specific examples of how you've successfully managed clients in the past.

Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Quantify your successes where possible, like how much you’ve grown a client’s portfolio or improved their financial outcomes.

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates!

How to prepare for a job interview at Ellis James Partners Ltd

✨Know Your Numbers

As a Senior Financial Adviser, you’ll need to demonstrate your expertise in financial products and market trends. Brush up on key metrics and recent developments in wealth management to show you’re on top of your game.

✨Showcase Your Client Management Skills

Since this role comes with a readymade client bank, be prepared to discuss your approach to client relationships. Share specific examples of how you've successfully managed clients in the past and how you can bring that experience to the new role.

✨Prepare for Scenario Questions

Expect scenario-based questions that assess your problem-solving skills. Think about potential challenges you might face with clients and prepare structured responses that highlight your analytical thinking and decision-making abilities.

✨Ask Insightful Questions

At the end of the interview, don’t forget to ask questions that show your interest in the firm and the role. Inquire about their approach to client retention or how they support their advisers in professional development. This shows you’re serious about contributing to their success.

Senior Financial Adviser | Remote/Hybrid with Client Bank in London
Ellis James Partners Ltd
Location: London
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  • Senior Financial Adviser | Remote/Hybrid with Client Bank in London

    London
    Full-Time
    36000 - 60000 £ / year (est.)
  • E

    Ellis James Partners Ltd

    50-100
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