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- Tasks: Deliver holistic financial planning advice and manage a loyal client base.
- Company: Reputable financial planning business in Norwich with a supportive team.
- Benefits: Attractive salary, comprehensive benefits, and collaborative in-house support.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Over 5 years in a client-facing role with strong technical skills in pensions and investments.
- Other info: Proactive business development approach is essential for success.
The predicted salary is between 42000 - 84000 £ per year.
A reputable financial planning business in Norwich is searching for an experienced Financial Adviser to join their Wealth Advisory team. This role involves inheriting a loyal client base and delivering holistic financial planning advice while collaborating with in-house support.
The ideal candidate should have:
- Over 5 years in a client-facing position
- Strong technical skills in pensions and investments
- A proactive business development approach
An attractive salary and benefits are offered.
Senior Wealth Advisor: Holistic Planning & Growth in Norwich employer: Employment Specialists Ltd
Contact Detail:
Employment Specialists Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Wealth Advisor: Holistic Planning & Growth in Norwich
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at reputable firms. A personal introduction can make all the difference.
✨Tip Number 2
Showcase your expertise! Prepare a portfolio that highlights your achievements in holistic financial planning and client management. This will help you stand out when discussing your experience with potential employers.
✨Tip Number 3
Be proactive! Don’t just wait for job postings; reach out directly to companies you admire. Express your interest in their work and how you could contribute to their Wealth Advisory team.
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to showcase your skills and experience. Plus, we love seeing candidates who take the initiative!
We think you need these skills to ace Senior Wealth Advisor: Holistic Planning & Growth in Norwich
Some tips for your application 🫡
Showcase Your Experience: Make sure to highlight your 5+ years of experience in client-facing roles. We want to see how you've successfully managed client relationships and delivered financial advice in the past.
Demonstrate Technical Skills: Since this role requires strong technical skills in pensions and investments, be specific about your expertise. We love seeing examples of how you've applied these skills in real-world scenarios.
Be Proactive: We’re looking for someone with a proactive business development approach. Share any strategies or initiatives you've implemented to grow your client base or enhance service delivery.
Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to keep track of 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 technical knowledge, especially around pensions and investments. Be ready to discuss specific strategies you've used in the past and how they benefited your clients.
✨Showcase Your Client Relationships
Since you'll be inheriting a loyal client base, it's crucial to demonstrate your ability to build and maintain strong relationships. Prepare examples of how you've successfully managed client expectations and delivered value.
✨Be Proactive About Business Development
This role requires a proactive approach to business development. Think of innovative ways you've attracted new clients or expanded existing relationships, and be ready to share these during the interview.
✨Collaborate and Communicate
Highlight your experience working with support teams. Discuss how collaboration has enhanced your service delivery and led to better outcomes for your clients. This shows you're a team player, which is key in this role.
