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For Companies At a Glance
- Tasks: Manage investment portfolios and provide strategic advice on pensions and taxes.
- Company: Leading wealth management firm in Leatherhead, focused on high-net-worth clients.
- Benefits: Competitive salary of £100k-£110k, bonuses, and comprehensive benefits.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: Over 5 years of experience in private-client wealth management.
- Other info: Collaborative environment with opportunities for professional growth.
The predicted salary is between 100000 - 110000 £ per year.
A leading wealth management firm in Leatherhead is seeking a Senior Financial Adviser to service high-net-worth clients. The ideal candidate will have over 5 years of experience in private-client wealth management and a proven track record of advising high-net-worth clients.
Responsibilities
- Manage investment portfolios
- Provide strategic advice on pensions and taxes
- Work closely with a team of support professionals
Compensation
Offers a competitive salary between £100k and £110k, alongside bonuses and comprehensive benefits.
Senior Wealth Planner for HNW Private Clients in Surrey in Leatherhead employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Wealth Planner for HNW Private Clients in Surrey in Leatherhead
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for opportunities. You never know who might have a lead on that perfect Senior Wealth Planner role.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of investment portfolios and tax strategies. We want you to shine when discussing how you can provide strategic advice to high-net-worth clients!
✨Tip Number 3
Showcase your experience! When you get the chance to chat with potential employers, highlight your track record in private-client wealth management. They’ll want to see how you've successfully managed client relationships and portfolios.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for talented individuals like you to join our team in helping high-net-worth clients achieve their financial goals.
We think you need these skills to ace Senior Wealth Planner for HNW Private Clients in Surrey in Leatherhead
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in private-client wealth management. We want to see how your skills align with advising high-net-worth clients, so don’t hold back on showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Senior Wealth Planner role. Share specific examples of how you've managed investment portfolios and provided strategic advice.
Showcase Your Teamwork Skills: Since you'll be working closely with a team of support professionals, make sure to mention any collaborative projects you've been part of. We love seeing how you can contribute to a team environment!
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 don’t miss out on any important updates during the process!
How to prepare for a job interview at Financial Divisions
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth management, especially regarding high-net-worth clients. Be prepared to discuss specific investment strategies and how you've successfully managed portfolios in the past.
✨Showcase Your Experience
With over 5 years in the field, you’ll want to highlight your achievements. Prepare examples of how you've provided strategic advice on pensions and taxes, and be ready to discuss the outcomes of your recommendations.
✨Team Player Vibes
Since you'll be working closely with a team of support professionals, demonstrate your ability to collaborate effectively. Share instances where teamwork led to successful client outcomes, showing that you value collective effort.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to wealth management and their client base. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.
