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- Tasks: Provide expert financial advice on pensions, tax strategies, and estate planning to clients.
- Company: Global financial services firm with a strong reputation in client advisory.
- Benefits: Comprehensive health plans, pension scheme, and supportive work environment.
- Why this job: Make a real difference in clients' financial futures while building lasting relationships.
- Qualifications: University degree and Level 4 qualification in Financial Planning required.
- Other info: In-office role with opportunities for professional growth and development.
The predicted salary is between 36000 - 60000 £ per year.
A global financial services firm is looking for a Private Client Advisor to provide regulated financial advice to existing clients. The role involves offering guidance on pensions, tax-efficient strategies, and estate planning, as well as managing client relationships effectively.
Candidates should have a university degree and a Level 4 qualification in Financial Planning.
This in-office position offers comprehensive benefits, including health plans and a pension scheme.
Private Client Financial Planner: Retirement & Tax Strategy in London employer: Fisher Investments UK
Contact Detail:
Fisher Investments UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Financial Planner: Retirement & Tax Strategy in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially around pensions and tax strategies. We want to see you shine by showing how your skills align with their needs.
✨Tip Number 3
Practice your pitch! Be ready to explain your qualifications and experience in a way that highlights your expertise in financial planning. We’re talking about making a memorable impression!
✨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 take the initiative to connect directly with us.
We think you need these skills to ace Private Client Financial Planner: Retirement & Tax Strategy in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial planning, especially around pensions and tax strategies. We want to see how your background aligns with the role, so don’t be shy about showcasing your qualifications!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial advising and how you can help our clients. We love seeing genuine enthusiasm, so let your personality come through.
Showcase Your Qualifications: Since a Level 4 qualification in Financial Planning is a must-have, make sure it’s front and centre in your application. We want to know you’ve got the chops to provide top-notch advice to our clients!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Fisher Investments UK
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of pensions, tax-efficient strategies, and estate planning. Be ready to discuss specific examples from your past experience where you've successfully advised clients in these areas.
✨Showcase Your Relationship Skills
This role is all about managing client relationships, so think of ways to demonstrate your interpersonal skills. Prepare anecdotes that highlight how you've built trust and rapport with clients in previous roles.
✨Understand the Company Culture
Research the global financial services firm thoroughly. Understand their values and mission, and be prepared to explain how your personal values align with theirs. This shows you're not just a good fit for the role, but for the company as a whole.
✨Prepare Questions to Ask
Interviews are a two-way street! Prepare insightful questions about the firm's approach to financial planning and how they support their advisors. This not only shows your interest but also helps you gauge if this is the right place for you.
