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For Companies At a Glance
- Tasks: Engage with clients to create tailored financial plans and strategies.
- Company: Join Gilson Gray, a dynamic wealth management practice with a strong reputation.
- Benefits: Enjoy a supportive team environment and opportunities for professional growth.
- Why this job: Be part of a motivated team that values inclusivity and personal development.
- Qualifications: Experience in financial advising is essential; passion for client service is a must.
- Other info: Positions available in Glasgow and London; flexible working options may be offered.
The predicted salary is between 36000 - 60000 £ per year.
Gilson Gray’s Financial Management team is part of Gilson Gray’s continuously growing organization. Gilson Gray Financial Management Ltd is a comprehensive wealth management practice within the wider Gilson Gray group, which also offers expert legal advice, estate agency services, and lettings. We support clients throughout their entire lifetime. The Financial Management team has decades of experience advising clients at all stages of life and can advise on all financial investments.
Based in Edinburgh, Glasgow, Aberdeen, Dundee, Forfar, North Berwick, Lincoln, and London, we focus on providing the highest level of advice and ongoing service to our clients. We are ambitious and have significantly grown the team over the past year. We pride ourselves on looking after our clients personally and delivering the utmost standard of service.
These roles are based in the Glasgow and London offices.
Our Team
We are looking to hire a highly driven Financial Adviser to join our successful Wealth Management team.
We are an enthusiastic team that supports each other to achieve a great working environment. We value each other’s expertise and opinions and pride ourselves on offering an inclusive, enjoyable, and motivating workplace.
The Role
We aim to strengthen our current team with the appointment of an experienced candidate.
As a Financial Adviser at Gilson Gray, you will be responsible for:
- Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other necessary information to develop a financial plan.
- Advising on strategies related to insurance coverage, investment planning, cash management, and other areas to help clients reach their financial goals.
- Reviewing client accounts and plans regularly to assess if life changes, economic conditions, or financial performance require adjustments.
- Preparing or interpreting financial documents, investment performance reports, and income projections for clients.
- Building and maintaining your client base.
- Providing clients with advice and guidance on lending, mortgage, investment, and insurance products.
- Establishing clients\’ future needs and tailoring advice and services accordingly.
- Offering sound advice on the best options to safeguard clients\’ financial assets.
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Financial Adviser - Glasgow & London employer: Gilson Gray LLP
Contact Detail:
Gilson Gray LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser - Glasgow & London
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work in wealth management. Attend local finance-related events or seminars in Glasgow and London to meet potential colleagues and learn more about the company culture at Gilson Gray.
✨Tip Number 2
Familiarise yourself with the latest trends in financial planning and investment strategies. Being knowledgeable about current market conditions and financial products will help you stand out during interviews and demonstrate your commitment to the role.
✨Tip Number 3
Prepare to discuss your previous experience in client management and how you've successfully built and maintained client relationships. Highlight specific examples that showcase your ability to tailor financial advice to meet individual client needs.
✨Tip Number 4
Research Gilson Gray’s values and mission statement. Understanding their approach to client service and team collaboration will allow you to align your answers with their expectations during the interview process.
We think you need these skills to ace Financial Adviser - Glasgow & London
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Financial Adviser at Gilson Gray. Familiarise yourself with their approach to wealth management and client service.
Tailor Your CV: Highlight relevant experience in financial advising, client management, and investment strategies. Use specific examples that demonstrate your ability to meet clients' financial goals.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your understanding of Gilson Gray's values. Mention how your skills align with their mission to provide high-quality service.
Showcase Your Qualifications: Include any relevant certifications or qualifications that enhance your application. This could include financial planning designations or experience in wealth management.
How to prepare for a job interview at Gilson Gray LLP
✨Know Your Financial Products
Make sure you have a solid understanding of various financial products, including investments, insurance, and mortgages. Be prepared to discuss how these products can benefit clients and align with their financial goals.
✨Demonstrate Client-Centric Approach
Showcase your ability to build relationships with clients by discussing past experiences where you successfully identified client needs and tailored your advice accordingly. Highlight your commitment to providing exceptional service.
✨Stay Updated on Market Trends
Research current economic conditions and market trends that could impact financial planning. Being knowledgeable about the latest developments will demonstrate your expertise and readiness to advise clients effectively.
✨Prepare Thoughtful Questions
Prepare insightful questions to ask during the interview about the company culture, team dynamics, and growth opportunities. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
