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- Tasks: Manage a portfolio of 150 clients and support the Managing Director.
- Company: Boutique Wealth Management firm with a supportive, client-first culture.
- Benefits: Competitive salary of £65-£70k, bonuses, and support for Chartered status.
- Why this job: Join a dynamic team and make a real difference in clients' financial lives.
- Qualifications: Minimum 2 years as a Financial Adviser and CAS status required.
- Other info: Great opportunity for career growth in a thriving environment.
The predicted salary is between 65000 - 70000 £ per year.
A boutique Wealth Management firm in East London is seeking a Senior Partner to manage existing clients, offering a salary of £65-£70k plus bonus and benefits. The firm prides itself on a supportive environment and a client-first philosophy.
Responsibilities include managing around 150 clients and supporting the Managing Director.
Candidates must have at least 2 years of experience as a Financial Adviser and CAS status, with support for pursuing Chartered status available.
Senior Client‑First Wealth Adviser (London East) employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Client‑First Wealth Adviser (London East)
✨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. A personal recommendation can go a long way in landing that Senior Client-First Wealth Adviser role.
✨Tip Number 2
Prepare for the interview by brushing up on your client management skills. Be ready to share specific examples of how you've put clients first in your previous roles. This will show the firm that you truly embody their client-first philosophy.
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values. Since this boutique firm prides itself on a supportive environment, make sure to highlight your teamwork and collaboration skills during interviews.
✨Tip Number 4
Apply through our website for a smoother process! We want to see your application and help you get noticed. Plus, it shows you're serious about joining our team and contributing to our client-first approach.
We think you need these skills to ace Senior Client‑First Wealth Adviser (London East)
Some tips for your application 🫡
Show Your Client-First Mindset: Make sure to highlight your experience in putting clients first. We want to see how you've gone above and beyond for your clients in the past, so share specific examples that demonstrate your commitment to their needs.
Tailor Your CV and Cover Letter: Don’t just send a generic application! We love it when candidates take the time to tailor their CV and cover letter to our firm. Mention why you’re excited about working with us and how your skills align with our client-first philosophy.
Highlight Relevant Experience: Since we’re looking for someone with at least 2 years of experience as a Financial Adviser, make sure to clearly outline your relevant roles and responsibilities. We want to see how your background prepares you for managing around 150 clients effectively.
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 details about the role or our firm!
How to prepare for a job interview at Financial Divisions
✨Know Your Clients
Before the interview, take some time to research the firm’s existing client base and their needs. Understanding the demographics and financial goals of the clients you’ll be managing will show your commitment to a client-first philosophy.
✨Showcase Your Experience
Be ready to discuss your previous experience as a Financial Adviser in detail. Highlight specific examples where you successfully managed client relationships and how you’ve added value to their financial journeys. This will demonstrate your capability to handle around 150 clients effectively.
✨Emphasise Team Support
Since the role involves supporting the Managing Director, it’s crucial to express your willingness to collaborate and support team initiatives. Share examples of how you’ve worked well in a team environment and contributed to collective success.
✨Discuss Your Professional Development
Mention your CAS status and your aspirations for Chartered status. This shows that you’re committed to professional growth and aligns with the firm’s supportive environment. Be prepared to discuss how you plan to continue developing your skills in wealth management.
