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- Tasks: Manage a client bank and provide expert financial advice to high-net-worth individuals.
- Company: Prominent advisory firm in the UK with a strong reputation.
- Benefits: Competitive salary up to £80k, bonuses, and a focus on quality client service.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: 2-3 years of advising experience, especially with high-net-worth clients.
- Other info: Opportunity for business generation through referrals and career growth.
The predicted salary is between 48000 - 64000 £ per year.
A prominent advisory firm in the UK seeks an established Financial Adviser to manage a retiring adviser's client bank in Solihull and surrounding areas. The ideal candidate will possess 2-3 years of advising experience, particularly with high-net-worth individuals, and provide a range of advisory services including pensions and investments.
The role offers a competitive salary of up to £80k plus bonuses, emphasizing quality client service and business generation through referrals.
Senior Financial Planner - HNW Wealth & Tax Planning employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planner - HNW Wealth & Tax Planning
✨Tip Number 1
Network like a pro! Get out there and connect with other financial professionals, attend industry events, and join relevant online forums. Building relationships can lead to referrals and 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 wealth and tax planning. This not only positions you as an expert but also attracts high-net-worth clients who are looking for someone knowledgeable.
✨Tip Number 3
Prepare for interviews by researching the firm thoroughly. Understand their client base, services, and values. Tailor your responses to show how your experience aligns with their needs, especially in managing high-net-worth portfolios.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find roles that match your skills and aspirations. Plus, it shows you're serious about joining our team and helps us get to know you better.
We think you need these skills to ace Senior Financial Planner - HNW Wealth & Tax Planning
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with high-net-worth individuals and showcases your advisory skills. We want to see how you can bring value to our clients, so don’t hold back on those 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 this role and how your background aligns with our focus on quality client service. Let us know what excites you about working with us.
Showcase Your Client Management Skills: Since you'll be managing a retiring adviser’s client bank, it’s crucial to demonstrate your ability to build and maintain strong client relationships. Share examples of how you've successfully managed client portfolios in the past.
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. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at Financial Divisions
✨Know Your Numbers
As a Senior Financial Planner, you’ll need to demonstrate your expertise in financial metrics. Brush up on key figures related to pensions, investments, and tax planning. Be ready to discuss how you've successfully managed portfolios for high-net-worth clients.
✨Showcase Your Client-Centric Approach
This role emphasises quality client service, so prepare examples of how you've built strong relationships with clients. Think about specific instances where your advice led to significant benefits for your clients, especially in wealth management and tax strategies.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills. Practice articulating how you would handle various client situations, particularly those involving complex financial needs or sensitive tax issues. This will show your ability to think on your feet.
✨Research the Firm's Values
Understanding the advisory firm's ethos is crucial. Familiarise yourself with their approach to client service and business generation. Tailor your responses to align with their values, demonstrating that you’re not just a fit for the role but also for the company culture.
