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- Tasks: Provide expert investment advice and manage client portfolios for financial growth.
- Company: Join Fiducia, a trusted wealth management firm focused on client-centric financial solutions.
- Benefits: Enjoy a hybrid work model with a competitive salary of £40,000.
- Why this job: Be part of a dynamic team that values client relationships and professional growth.
- Qualifications: Level 4 Diploma in Financial Planning or equivalent; experience in investment advisory is essential.
- Other info: Opportunity to work towards Chartered status and enhance your financial expertise.
The predicted salary is between 28800 - 48000 £ per year.
GeneeFM Newark-On-Trent, England, United Kingdom
About Us
Fiducia Comprehensive Financial Planning Ltd is part of the Fiducia Group of companies, a trusted wealth management firm dedicated to providing high-quality, client-focused financial advice. As an appointed representative of The Openwork Partnership, we specialise in investment planning, wealth preservation, and financial growth strategies to help our clients achieve their long-term financial goals.
Role Overview
We are seeking a highly skilled and experienced Investment Adviser to join our team. The successful candidate will provide expert investment advice, construct tailored investment portfolios, and ensure clients receive comprehensive financial planning solutions.
Key Responsibilities
- Develop and manage client investment portfolios, ensuring alignment with financial goals and risk tolerance.
- Conduct in-depth financial analysis, market research, and asset allocation strategies.
- Deliver personalised investment advice while considering tax efficiency and long-term wealth preservation.
- Maintain up-to-date knowledge of financial markets, regulatory requirements, and investment products.
- Build and maintain strong client relationships, offering regular reviews and performance updates.
- Ensure all financial planning and investment activities comply with regulatory guidelines (FCA).
- Collaborate with internal teams to enhance client service and business development initiatives.
Skills & Experience Required
- Level 4 Diploma in Financial Planning (CII) or equivalent; Chartered status (or working towards) is desirable.
- Proven experience in investment advisory, wealth management, or financial planning.
- Strong knowledge of financial markets, investment strategies, and risk management.
- Excellent communication, interpersonal, and client relationship management skills.
- Ability to analyse complex financial information and provide clear, strategic advice.
- Strong ethical and professional standards in line with FCA regulations.
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Finance and Sales
Industries: Investment Banking
Investment Advisor employer: GeneeFM
Contact Detail:
GeneeFM Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Advisor
✨Tip Number 1
Network with professionals in the investment and financial planning sectors. Attend industry events, webinars, or local meetups to connect with potential colleagues and mentors who can provide insights into the role and company culture.
✨Tip Number 2
Stay updated on current market trends and investment strategies. Regularly read financial news, subscribe to relevant publications, and follow thought leaders in the investment space to demonstrate your knowledge during interviews.
✨Tip Number 3
Prepare for the interview by practising common investment advisory scenarios. Be ready to discuss how you would approach client portfolios, handle risk management, and provide tailored advice based on different financial situations.
✨Tip Number 4
Showcase your commitment to professional development. Highlight any ongoing education, certifications, or training related to financial planning and investment advisory that you are pursuing or have completed.
We think you need these skills to ace Investment Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment advisory and financial planning. Use specific examples that demonstrate your skills in managing client portfolios and conducting market research.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for investment advising. Mention your Level 4 Diploma in Financial Planning and any relevant qualifications, while also explaining how your experience aligns with the company's goals.
Highlight Regulatory Knowledge: Since compliance with FCA regulations is crucial, emphasise your understanding of regulatory requirements in your application. Provide examples of how you have ensured compliance in previous roles.
Showcase Client Relationship Skills: In your application, illustrate your ability to build and maintain strong client relationships. Include anecdotes that demonstrate your communication skills and how you've successfully managed client expectations.
How to prepare for a job interview at GeneeFM
✨Showcase Your Financial Knowledge
Make sure to brush up on your understanding of financial markets, investment strategies, and risk management. Be prepared to discuss recent market trends and how they could impact investment decisions.
✨Demonstrate Client Relationship Skills
Since building strong client relationships is key for this role, think of examples from your past experiences where you successfully managed client expectations or resolved issues. Highlight your communication skills and ability to tailor advice to individual client needs.
✨Prepare for Technical Questions
Expect to face technical questions related to investment portfolios and financial planning. Practise explaining complex financial concepts in simple terms, as this will demonstrate your ability to communicate effectively with clients.
✨Understand Regulatory Compliance
Familiarise yourself with the regulatory guidelines set by the FCA. Be ready to discuss how you ensure compliance in your financial planning and investment activities, as this is crucial for maintaining trust and integrity in the role.
