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- Tasks: Provide comprehensive financial planning advice and prepare tailored recommendations for clients.
- Company: Reputable financial planning firm in East Anglia with a supportive team.
- Benefits: Competitive salary, bonus potential, and strong support from paraplanning teams.
- Why this job: Join a loyal client base and make a real difference in their financial futures.
- Qualifications: Over 5 years of experience in delivering regulated financial advice and strong relationship-building skills.
- Other info: Opportunity for professional growth in a dynamic and rewarding environment.
The predicted salary is between 36000 - 60000 £ per year.
A financial planning firm in East Anglia seeks an experienced Financial Adviser to join their Wealth Advisory team. You will inherit a loyal client base and focus on providing comprehensive financial planning advice across pensions, investments, protection, and estate planning.
The role includes preparation of tailored recommendations and strong support from paraplanning and administration teams. Ideal candidates will have over 5 years of experience delivering regulated advice and possess strong relationship-building skills.
The firm offers a competitive salary, benefits, and bonus potential.
Wealth Adviser: Holistic Planning, Client Growth & Bonus in London 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 London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning 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 those interviews by brushing up on your knowledge of pensions, investments, and estate planning. We want you to showcase your expertise and how you can provide tailored recommendations to clients.
✨Tip Number 3
Don’t forget to highlight your relationship-building skills! In this role, it’s all about connecting with clients and understanding their needs, so be ready to share examples of how you've done this in the past.
✨Tip Number 4
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 Wealth Adviser: Holistic Planning, Client Growth & Bonus in London
Some tips for your application 🫡
Show Off Your Experience: Make sure to highlight your 5+ years of experience in delivering regulated advice. We want to see how you've built relationships and provided comprehensive financial planning in your previous roles.
Tailor Your Application: Just like you would prepare tailored recommendations for clients, do the same for your application! Mention specific skills and experiences that align with the job description to show us you're a perfect fit.
Be Personable: Since strong relationship-building skills are key, let your personality shine through in your written application. We love seeing candidates who can connect with clients and colleagues alike!
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 Employment Specialists Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, protection, and estate planning. The firm is looking for someone with over 5 years of experience, so be ready to discuss your past experiences and how they relate to the role.
✨Showcase Your Relationship-Building Skills
Since strong relationship-building skills are key for this position, think of examples from your previous roles where you've successfully built rapport with clients. Be prepared to share these stories during the interview to demonstrate your ability to connect with clients.
✨Tailor Your Recommendations
The role involves preparing tailored recommendations, so consider how you would approach creating a financial plan for a hypothetical client. Bring along a few ideas or frameworks to discuss, showing that you can think critically and adapt your advice to individual needs.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm's approach to wealth advisory and how they support their advisers. This not only shows your interest in the role but also helps you gauge if the firm aligns with your values and career goals.
