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- Tasks: Provide tailored financial advice to high-net-worth clients and grow an established 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 generous holiday.
- 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 required once per week.
The predicted salary is between 40000 - 60000 £ per year.
Job Description
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 week
Key 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.
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Employed Financial Advisor (Wealth Management) employer: Ernest Gordon Recruitment
Contact Detail:
Ernest Gordon Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Employed Financial Advisor (Wealth Management)
✨Tip Number 1
Research the company thoroughly. Understand their values, mission, and the specific services they offer in wealth management. This knowledge will help you tailor your conversations and demonstrate your genuine interest during the interview.
✨Tip Number 2
Network with current or former employees of the company. They can provide valuable insights into the company culture and expectations, which can help you align your approach and stand out as a candidate.
✨Tip Number 3
Prepare to discuss your experience with high-net-worth clients in detail. Be ready to share specific examples of how you've successfully managed portfolios and provided tailored financial advice that led to client satisfaction and growth.
✨Tip Number 4
Familiarize yourself with the compliance standards relevant to the role. Being knowledgeable about these regulations will not only boost your confidence but also show the employer that you are serious about maintaining high-quality service.
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. Include specific achievements and metrics that demonstrate your ability to grow a portfolio.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and your understanding of the role. Mention how your skills align with the company's focus on growth and client service.
Highlight Relevant Qualifications: Clearly state your qualifications, such as your Diploma or chartered status. If you have any additional certifications or training relevant to financial advisory, be sure to include those as well.
Showcase Client Engagement Skills: In your application, emphasize your ability to engage with clients and provide tailored financial advice. Use examples from your past experiences to illustrate your approach to client relationships.
How to prepare for a job interview at Ernest Gordon Recruitment
✨Know Your Portfolio
Before the interview, familiarize yourself with the types of clients and portfolios you will be managing. Be prepared to discuss how you would approach growing and servicing these high-net-worth clients.
✨Demonstrate Compliance Knowledge
Since compliance is crucial in financial advisory roles, make sure you can articulate your understanding of compliance standards and how you have adhered to them in your previous roles.
✨Showcase Your Financial Advisory Skills
Prepare examples of how you've provided tailored financial advice in the past. Highlight specific cases where your advice led to significant client satisfaction or portfolio growth.
✨Emphasize Team Collaboration
This role involves working closely with an administration team. Be ready to discuss your experience in collaborative environments and how you ensure a high-quality service through teamwork.
