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- Tasks: Provide holistic financial advice and support client growth.
- Company: A growing financial planning firm in East Anglia.
- Benefits: Competitive salary, annual bonus, company car, and comprehensive support.
- Why this job: Join a proactive team and make a real difference for clients.
- Qualifications: Experience in financial advising and a client-focused mindset.
- Other info: Thriving environment with opportunities for professional growth.
The predicted salary is between 75000 - 100000 £ per year.
A growing financial planning firm in East Anglia is seeking an experienced Financial Adviser to provide holistic financial advice to an established client base. The role offers a competitive salary between £75,000 and £100,000, depending on experience, alongside a discretionary annual bonus, company car or allowance, and comprehensive support including paraplanning and administration. This is a great opportunity for a proactive professional to thrive in a client-focused environment.
Wealth Adviser: Holistic Planning, Client Growth & Bonus 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
✨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 introduce you to someone at a firm that’s hiring.
✨Tip Number 2
Prepare for those interviews! Research the company thoroughly and be ready to discuss how your experience aligns with their needs. Practise common interview questions, especially around holistic financial advice and client growth strategies.
✨Tip Number 3
Showcase your success stories! When chatting with potential employers, share specific examples of how you've helped clients achieve their financial goals. This will demonstrate your proactive approach and client-focused mindset.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that dream job, and applying directly can give you an edge. Plus, it shows you’re serious about joining the team!
We think you need these skills to ace Wealth Adviser: Holistic Planning, Client Growth & Bonus
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that align with the Wealth Adviser role. Highlight your holistic planning expertise and any client growth achievements to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for financial advising and how you can contribute to our client-focused environment. Be genuine and let your personality come through.
Showcase Your Experience: We want to see your journey! Include specific examples of how you've provided holistic financial advice and helped clients grow their wealth. Numbers and success stories can really make your application stand out.
Apply Through Our Website: To make sure your application gets to us, apply directly through our website. It’s the easiest way for us to review your details and get back to you quickly. We can’t wait to hear from you!
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 how you've successfully managed client portfolios in the past.
✨Showcase Your Client-Centric Approach
Prepare examples that highlight your ability to build strong relationships with clients. Think about times when you went above and beyond to meet a client's needs and how that led to their growth.
✨Understand the Firm's Values
Research the financial planning firm thoroughly. Understand their mission, values, and the specific services they offer. This will help you align your answers with what they’re looking for in a candidate.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of the interview. Inquire about their approach to client growth or how they support their advisers. This shows your genuine interest in the role and the firm.
