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- Tasks: Provide tailored financial advice to high-net-worth clients and grow an existing portfolio.
- Company: Join a fast-growing wealth management business focused on team success and employee growth.
- Benefits: Enjoy a competitive salary, commission, bonuses, private medical, pension, and holiday benefits.
- Why this job: This role offers autonomy, a relaxed work environment, and the chance to make a real impact.
- Qualifications: Diploma or chartered status in financial advisory; practical experience is a plus.
- Other info: Commutable distance to Birmingham East once a week; equal opportunity employer.
Employed Financial Advisor (Wealth Management) Coalville Area Leicestershire £50,000 to £60,000 DOE + Commission + Bonus + Private Medical + Pension + Holiday + Benefits Are you Financial Advisor who wants the chance to be employed and take on established portfolio and grow within a business? Do you want the rare opportunity to take over an extensive client portfolio, potential to grow and develop it as well within the region, with the potential to uncapped commission and company bonus? On offer is the opportunity to join a fast growing wealth management business that is focused on growth through organic as well as acquisition growth, that is bringing about change to ensure future growth of the people and the business, where they work as a team, enjoy what they do, provide autonomy, and encourage employees to achieve their goals within a relaxed but hard working environment. In this role you will provide full financial advisory services to high-net-worth clients, including investments, protection, estate planning and more. You will need to provide quality, tailored financial advice and financial plans aligned to your clients' needs. You will need to grow the existing portfolio of clients and bring in new business to grow your portfolio. The ideal candidate is a Financial Advisor wanting to be employed, working with a existing portfolio of high-net-worth clients, provide in-depth tailored financial advice to their clients while working closely with the administration team to ensure a high-quality service to the clients. THE ROLE: Providing Financial Advice to existing and new clients Ensure high quality service to portfolio of clients. Grow services offered to portfolio and grow the size of the portfolio. Meet all compliance standards.THE PERSON: Diploma or chartered People with practical experience are welcome to apply. Financail advisory experience. Commutable distance to Birmingham East once per weekKey words: Independent Financial Advisor, financial advisory, High-net-worth, client engagement, RO4, CII Diploma, Pension, ISA, Mortgage Protection, Coalville, Leicestershire, Nuneaton, Hinckley, Ashby-de-la-Zouch. Reference Number: BBBH17640efa If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website
Employed Financial Advisor (Wealth Management) employer: Ernest Gordon Recruitment Limited
Contact Detail:
Ernest Gordon Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Employed Financial Advisor (Wealth Management)
✨Tip Number 1
Make sure to familiarize yourself with the specific needs and preferences of high-net-worth clients. Understanding their unique financial goals will help you tailor your approach and demonstrate your expertise during the interview.
✨Tip Number 2
Network with other financial advisors and professionals in the wealth management sector. Building relationships can provide valuable insights into the industry and may even lead to referrals or recommendations for the position.
✨Tip Number 3
Stay updated on the latest trends and regulations in financial advisory services. Being knowledgeable about current market conditions and compliance standards will show your commitment to providing high-quality service.
✨Tip Number 4
Prepare to discuss your experience with growing client portfolios and bringing in new business. Highlight specific examples of how you've successfully expanded your client base in previous roles to demonstrate your potential value to the company.
We think you need these skills to ace Employed Financial Advisor (Wealth Management)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Advisor, especially with high-net-worth clients. Emphasize your qualifications, such as the CII Diploma, and any relevant financial advisory experience.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and your ability to provide tailored financial advice. Mention your desire to grow an existing portfolio and how you can contribute to the company's growth.
Highlight Compliance Knowledge: Since compliance is crucial in this role, ensure you mention your understanding of compliance standards and how you have met them in previous positions. This will demonstrate your professionalism and attention to detail.
Showcase Client Engagement Skills: Discuss your experience in client engagement and relationship building. Provide examples of how you've successfully grown client portfolios and brought in new business, as this aligns with the job's requirements.
How to prepare for a job interview at Ernest Gordon Recruitment Limited
✨Know Your Portfolio
Before the interview, familiarize yourself with the existing client portfolio you will be taking over. Be prepared to discuss how you plan to grow and manage these relationships effectively.
✨Tailored Financial Advice
Highlight your ability to provide tailored financial advice. Prepare examples of how you've successfully created personalized financial plans for high-net-worth clients in the past.
✨Compliance Awareness
Understand the compliance standards relevant to the role. Be ready to discuss how you ensure adherence to these standards while providing quality service to clients.
✨Team Collaboration
Emphasize your experience working closely with administration teams. Share examples of how collaboration has led to improved client service and satisfaction in your previous roles.
