Independent Financial Adviser - Individual Wealth Advice... in Norfolk
Independent Financial Adviser - Individual Wealth Advice...

Independent Financial Adviser - Individual Wealth Advice... in Norfolk

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

  • Tasks: Provide expert financial advice and build strong client relationships.
  • Company: Respected and growing Financial Planning business in East Anglia.
  • Benefits: Inherit a loyal client base with strong support from paraplanning and administration.
  • Why this job: Focus on what you love—advising clients and making a real difference.
  • Qualifications: Experience as a Financial Adviser with strong interpersonal skills.
  • Other info: Join a dynamic team with opportunities for professional growth.

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

We are working with a respected and well-established, growing Financial Planning business in East Anglia looking to recruit an experienced Financial Adviser to join their Wealth Advisory team. You will inherit a loyal client base and be fully supported by strong paraplanning and administration, giving you the space to focus on advice and client relationships.

What you will be doing as Financial Adviser:

  • Provide financial advice to clients
  • Manage client relationships
  • Work closely with paraplanning and administration teams

Independent Financial Adviser - Individual Wealth Advice... in Norfolk employer: Employment Specialist

Join a respected and growing Financial Planning business in East Anglia, where you will benefit from a supportive work culture that prioritises client relationships and professional development. With a loyal client base and dedicated paraplanning and administration support, you will have the opportunity to focus on delivering exceptional advice while enjoying a collaborative environment that fosters growth and success.
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Contact Detail:

Employment Specialist Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Independent Financial Adviser - Individual Wealth Advice... in Norfolk

✨Tip Number 1

Network like a pro! Reach out to your connections in the financial sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can introduce you to someone at a company you're interested in.

✨Tip Number 2

Prepare for interviews by researching the company and its culture. Tailor your responses to show how your experience aligns with their values and goals. This will help you stand out as a candidate who truly understands what they’re about.

✨Tip Number 3

Practice your pitch! Be ready to explain your approach to financial advising and how you can add value to their team. A confident and clear presentation of your skills can make all the difference in landing that role.

✨Tip Number 4

Don’t forget to apply through our website! We’ve got loads of resources to help you along the way, and applying directly can sometimes give you an edge over other candidates. Let’s get you that dream job!

We think you need these skills to ace Independent Financial Adviser - Individual Wealth Advice... in Norfolk

Financial Planning
Client Relationship Management
Paraplanning Support
Wealth Advisory
Investment Knowledge
Regulatory Compliance
Communication Skills
Analytical Skills
Problem-Solving Skills
Sales Skills
Negotiation Skills
Time Management
Attention to Detail

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experience that are relevant to the Financial Adviser role. Highlight your previous successes in client relationships and wealth management to catch our eye!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial advice and how you can contribute to our Wealth Advisory team. Be genuine and let your personality come through.

Showcase Your Client-Centric Approach: In your application, emphasise your commitment to client relationships. We want to see how you’ve built trust and loyalty with clients in the past, so share specific examples that demonstrate your approach.

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

How to prepare for a job interview at Employment Specialist

✨Know Your Numbers

As an Independent Financial Adviser, it's crucial to be well-versed in financial metrics and market trends. Brush up on key statistics related to wealth management and be prepared to discuss how you've used data to inform your advice in the past.

✨Showcase Client Relationships

Since you'll be inheriting a loyal client base, highlight your experience in building and maintaining strong client relationships. Share specific examples of how you've successfully managed client expectations and delivered tailored financial solutions.

✨Understand Their Business

Research the financial planning business you're interviewing with. Understand their values, services, and client demographics. This will not only help you tailor your responses but also show that you're genuinely interested in becoming part of their team.

✨Prepare for Scenario Questions

Expect scenario-based questions that assess your problem-solving skills and approach to client situations. Think of a few challenging scenarios you've faced in your career and how you navigated them, focusing on the outcomes and lessons learned.

Independent Financial Adviser - Individual Wealth Advice... in Norfolk
Employment Specialist
Location: Norfolk
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  • Independent Financial Adviser - Individual Wealth Advice... in Norfolk

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

    Employment Specialist

    50-100
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