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For Companies At a Glance
- Tasks: Manage and advise a substantial client bank, helping them achieve their financial goals.
- Company: Established wealth advice wing of a large law firm in East Hertfordshire.
- Benefits: Competitive salary up to £80k, supportive team environment, and minimal travel required.
- Why this job: Join a dedicated team and make a real difference in clients' financial journeys.
- Qualifications: Experience as a financial advisor with strong client management skills.
- Other info: Opportunity to work in a collaborative setting with a focus on client satisfaction.
The predicted salary is between 48000 - 80000 £ per year.
If you are an experienced financial advisor looking for a new role with a proper wealth advice business, then this position could be for you. The firm is an experienced wealth wing to a large law firm based in East Hertfordshire. The firm has a client bank that needs an experienced advisor to take over and look after. If looking after a substantial and established client bank is for you, please apply!
The Business
The firm is a law business with a large number of lawyers dealing with a range of services, and you'll be working with the wealth advice wing of this business. They are a whole of market firm who put the client at the centre of they, with the ultimate aim of helping their client reach their financial goals. It's a smaller team with a few advisors and the back office team to support you.
The Role
Working as an advisor with this business, you will take on a number of existing clients the business works with, as well as taking on new business from the law firm. Naturally the leads that come through are from the business's existing clients, so they are very convertible. Minimal travel will be required as the majority of the firm's clients like to visit the office for face to face meetings, are happy with phone / teams calls.
Financial Advisor in England employer: Finlink Ltd
Contact Detail:
Finlink Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor in England
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the lookout for new opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the firm thoroughly. Understand their values, client base, and how they operate. This will help you tailor your responses and show that you're genuinely interested in joining their team.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with the role of a Financial Advisor. Highlight your ability to manage existing clients and bring in new business, as that's what they'll be looking for.
✨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 about their job search!
We think you need these skills to ace Financial Advisor in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Advisor role. Highlight your experience with client management and wealth advice, as this is what we’re looking for. Use keywords from the job description to show you’re a perfect fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Tell us why you’re passionate about financial advising and how your skills align with our firm’s values. Keep it concise but engaging – we want to know what makes you tick!
Showcase Your Client Success Stories: We love hearing about your past successes! Include specific examples of how you’ve helped clients achieve their financial goals. This will demonstrate your capability and give us confidence in your ability to manage our existing client bank.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about our firm and what we stand for.
How to prepare for a job interview at Finlink Ltd
✨Know Your Numbers
As a financial advisor, you need to be on top of your game with numbers. Brush up on key financial concepts and be ready to discuss how you've helped clients achieve their financial goals in the past. This shows that you not only understand the theory but can also apply it practically.
✨Understand the Firm's Values
Research the law firm and its wealth advice wing thoroughly. Understand their client-centric approach and be prepared to explain how your values align with theirs. This will demonstrate that you're not just looking for any job, but that you're genuinely interested in contributing to their mission.
✨Prepare Client Scenarios
Think of specific examples from your previous experience where you've successfully managed client relationships or turned leads into business. Be ready to share these stories during the interview, as they highlight your ability to handle the existing client bank effectively.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's client base and how they support their advisors. This not only shows your interest in the role but also gives you insight into how you can best fit into their team and contribute to their success.
