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- Tasks: Service and grow client relationships while developing new business opportunities.
- Company: Leading Wealth Management firm in the UK with a focus on sustainable growth.
- Benefits: Competitive benefits, professional development, and opportunities for career advancement.
- Why this job: Join a dynamic team and make a real impact in clients' financial futures.
- Qualifications: Strong communication skills and experience in building client relationships; Chartered status preferred.
- Other info: Collaborative environment focused on intergenerational planning and holistic wealth management.
The predicted salary is between 42000 - 60000 £ per year.
A leading Wealth Management firm in the UK is seeking an Independent Financial Adviser to service and grow an existing client book while developing new business opportunities. The ideal candidate should demonstrate strong communication skills and the ability to build client relationships effectively.
With a focus on sustainable growth and intergenerational planning, this role offers competitive benefits and opportunities for professional development. Chartered status is preferred, and team collaboration is essential.
Senior Financial Advisor – Holistic Wealth & Growth (SE) employer: Fairstone Group Ltd
Contact Detail:
Fairstone Group Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Advisor – Holistic Wealth & Growth (SE)
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant groups. Building relationships can lead to referrals and new opportunities that you won't find on job boards.
✨Tip Number 2
Showcase your expertise! Create a personal brand by sharing insights on social media or writing articles about financial advising. This not only demonstrates your knowledge but also attracts potential clients and employers.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to financial advising. We recommend role-playing with a friend to boost your confidence and refine your responses.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged in their job search.
We think you need these skills to ace Senior Financial Advisor – Holistic Wealth & Growth (SE)
Some tips for your application 🫡
Show Off Your Communication Skills: Since strong communication is key for this role, make sure your written application reflects that. Use clear and concise language, and don’t shy away from showcasing your ability to build relationships through your words.
Highlight Your Experience: We want to see how you’ve serviced and grown client books in the past. Be specific about your achievements and how they relate to sustainable growth and intergenerational planning. Numbers and examples can really make your application stand out!
Demonstrate Team Spirit: This role emphasises collaboration, so let us know how you’ve worked effectively within a team. Share experiences where you’ve contributed to group success or supported colleagues in achieving their goals.
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’re considered for this exciting opportunity. Plus, it’s super easy!
How to prepare for a job interview at Fairstone Group Ltd
✨Know Your Numbers
As a Senior Financial Advisor, you'll need to demonstrate your expertise in financial metrics and growth strategies. Brush up on key financial concepts and be ready to discuss how you've successfully managed client portfolios in the past.
✨Showcase Your Communication Skills
Strong communication is crucial in this role. Prepare examples of how you've effectively communicated complex financial information to clients. Think about times when your communication led to successful outcomes or strengthened client relationships.
✨Emphasise Relationship Building
This position requires building and maintaining client relationships. Be prepared to discuss your approach to client engagement and how you’ve developed trust with clients over time. Highlight any specific strategies you've used to grow your client base.
✨Align with Their Values
The firm focuses on sustainable growth and intergenerational planning. Research their values and be ready to explain how your personal philosophy aligns with theirs. Share your thoughts on sustainable investment practices and how you can contribute to their mission.
