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- Tasks: Provide holistic financial advice and create tailored recommendations for clients.
- Company: Respected financial planning firm in the UK with a client-first approach.
- Benefits: Competitive salary, company car, pension scheme, and full admin support.
- Why this job: Join a dynamic team and help clients achieve their financial goals.
- Qualifications: Over 5 years of experience in financial advising and a client-focused mindset.
- Other info: Great opportunity for professional growth in a supportive environment.
The predicted salary is between 75000 - 100000 £ per year.
A respected financial planning firm in the UK seeks an experienced Financial Adviser to join their Wealth Advisory team. The role involves providing holistic financial advice, preparing tailored recommendations, and generating new business opportunities.
Candidates should have over 5 years of experience and a client-first mindset.
Offering a competitive salary of £75,000 to £100,000 plus benefits, including a company car, pension scheme, and full administration support.
Wealth Adviser: Holistic Planning, Client Growth & Bonus in Cambridge employer: Employment Specialists Ltd
Contact Detail:
Employment Specialists Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Adviser: Holistic Planning, Client Growth & Bonus in Cambridge
✨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 new opportunities. You never know who might have a lead or be able to refer you to a hiring manager.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios specific to wealth advising. We recommend role-playing with a friend or using online resources to get comfortable discussing your experience and client-first approach.
✨Tip Number 3
Showcase your expertise! Create a portfolio that highlights your successful client cases and tailored recommendations. This will not only impress potential employers but also demonstrate your holistic planning skills.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find the right fit for your skills and experience. Plus, it shows you're serious about joining our team and ready to contribute to client growth.
We think you need these skills to ace Wealth Adviser: Holistic Planning, Client Growth & Bonus in Cambridge
Some tips for your application 🫡
Showcase Your Experience: Make sure to highlight your 5+ years of experience in financial advising. We want to see how you've provided holistic advice and tailored recommendations in your previous roles.
Client-First Mindset: Emphasise your client-first approach in your application. We value candidates who prioritise client needs and can demonstrate how they've successfully built relationships and generated new business opportunities.
Tailor Your Application: Don’t just send a generic CV and cover letter. We love it when applicants tailor their documents to reflect the specific requirements of the Wealth Adviser role. Show us why you’re the perfect fit!
Apply Through Our Website: For the best chance of success, make sure to apply through our website. It’s the easiest way for us to review your application and get back to you quickly!
How to prepare for a job interview at Employment Specialists Ltd
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around holistic planning and client growth strategies. Be ready to discuss specific cases where you've successfully advised clients and how you tailored your recommendations to meet their unique needs.
✨Showcase Your Client-First Mindset
During the interview, highlight your commitment to putting clients first. Share examples of how you've built strong relationships with clients and how that has led to business growth. This will demonstrate that you align with the firm's values.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills. Think about potential challenges you might face in the role and prepare thoughtful responses that showcase your experience and strategic thinking.
✨Ask Insightful Questions
At the end of the interview, have a few insightful questions ready. Inquire about the firm's approach to client growth or how they support their advisers in generating new business opportunities. This shows your genuine interest in the role and the company.
