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- Tasks: Generate new clients and deliver personalised financial planning.
- Company: Reputable wealth management firm in Greater London.
- Benefits: Competitive salary up to £75,000 and extensive back-office support.
- Why this job: Join a rewarding role with a focus on client relationships and lifestyle planning.
- Qualifications: Level 4 qualification and strong relationship-building skills.
- Other info: Ideal for advisers seeking balance and growth in their career.
The predicted salary is between 60000 - 90000 £ per year.
A wealth management firm in Greater London is looking for an experienced Financial Adviser to generate new clients and deliver client-centric financial planning. The role requires strong relationship-building skills and a proven track record in business generation.
Offering a competitive salary up to £75,000 and extensive back-office support, this position is ideal for an adviser wanting a balanced and rewarding role.
Applicants should possess Level 4 qualification and be adept at building trust with clients.
New‑Business Financial Adviser — Lifestyle Planning (London) employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land New‑Business Financial Adviser — Lifestyle Planning (London)
✨Tip Number 1
Network like a pro! Attend industry events and connect with other financial advisers. Building relationships is key, so don’t be shy about introducing yourself and sharing your expertise.
✨Tip Number 2
Leverage social media to showcase your skills. Share insights on financial planning and engage with potential clients. This not only builds your online presence but also establishes you as a trusted adviser in the field.
✨Tip Number 3
Practice your pitch! Be ready to explain how you can help clients achieve their lifestyle goals. Tailor your approach to each potential client, showing them that you understand their unique needs.
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for talented advisers who are passionate about helping clients. Your next big opportunity could be just a click away!
We think you need these skills to ace New‑Business Financial Adviser — Lifestyle Planning (London)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the job description. Highlight your relationship-building skills and any previous success in generating new clients, as these are key for us.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial advising and how you can contribute to our team. Be sure to mention your Level 4 qualification and any relevant achievements.
Showcase Your Client-Centric Approach: In your application, emphasise your client-centric mindset. We want to see how you've built trust with clients in the past and how you plan to do so in the future. Real-life examples work wonders!
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 from our team.
How to prepare for a job interview at Financial Divisions
✨Know Your Numbers
As a Financial Adviser, you’ll need to demonstrate your understanding of financial products and market trends. Brush up on key statistics and recent developments in wealth management to show that you’re not just knowledgeable but also current.
✨Build Rapport Quickly
Relationship-building is crucial in this role. Practice your interpersonal skills before the interview. Think of ways to connect with the interviewer, perhaps by finding common interests or discussing recent industry news that could resonate with them.
✨Showcase Your Success Stories
Prepare specific examples of how you've successfully generated new clients in the past. Use the STAR method (Situation, Task, Action, Result) to structure your responses, making it easy for the interviewer to see your impact.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready. This shows your genuine interest in the firm and the role. You might ask about their approach to client relationships or how they support advisers in business generation.
