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- Tasks: Build and nurture client relationships while providing expert financial advice.
- Company: Reputable IFA with over 50 years of combined experience.
- Benefits: Competitive salary, performance bonuses, pension contributions, and generous leave.
- Why this job: Join a supportive team and grow your career in a collaborative environment.
- Qualifications: Experience as a financial adviser and strong relationship-building skills.
- Other info: Flexible hybrid work model with excellent mentorship opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Location: Wolverhampton
Salary: £40,000 - £60,000
Type: Permanent
Workplace: Hybrid
Ref: 89274
Are you a skilled and passionate financial adviser looking for a unique opportunity to take your career to the next level? A highly reputable IFA is seeking an experienced financial adviser to join their dynamic team. With over 50 years of combined Independent Financial Adviser (IFA) experience, the business has created a culture dedicated to delivering high-quality financial advice with a focus on local, personal service.
Currently, the team of three advisers expertly covers £200 million in Funds Under Management (FUM). However, in order to ensure clients are serviced to the highest possible standard, they are looking to bring in additional adviser support. This presents an exciting opportunity for a new financial adviser to build and nurture client relationships, benefiting from the directors' guidance and expertise.
Position Overview:
As a Financial Adviser, you'll have the chance to work within a collaborative environment, supported by a back-office team located in the Wolverhampton office. They understand the importance of flexibility, and while there's no official requirement to be in the office, establishing a strong rapport with the support team is highly beneficial for success in this role.
Package and Benefits:
- Competitive basic salary
- Performance-based bonus
- 6% pension contribution
- 4x life assurance
- Car allowance
- 23 days of annual leave (increasing to 25 after 1 year and 28 after 2 years)
Why Join Them:
- Client Relationships: The client base is built on referrals and word of mouth, reflecting the trust and satisfaction the clients have in their services. This provides a solid foundation for your growth and success.
- Experienced Leadership: The business leaders bring over 50 years of combined IFA experience to the table, offering invaluable mentorship and guidance.
- Client bank: You'll have the unique opportunity to seamlessly inherit and build upon an existing client portfolio.
- Collaborative Culture: The team thrives in a supportive, collaborative atmosphere where innovation and personal growth are encouraged.
Financial Adviser in Wolverhampton employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser in Wolverhampton
✨Network Like a Pro
Get out there and connect with people in the financial industry! Attend local events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. Building relationships can open doors to opportunities that aren’t even advertised.
✨Showcase Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your skills and experiences. Share success stories from your previous roles that demonstrate your ability to build client relationships and deliver top-notch financial advice. We want to see your passion shine through!
✨Leverage Social Media
Use platforms like LinkedIn to showcase your professional journey. Share insights, articles, or even your thoughts on market trends. This not only positions you as a knowledgeable adviser but also helps you connect with others in the field. Plus, it’s a great way to catch the eye of recruiters!
✨Apply Through Our Website
Don’t forget to check out our website for job openings! Applying directly through us not only shows your interest but also gives you a better chance of being noticed. We’re always on the lookout for passionate financial advisers ready to make a difference!
We think you need these skills to ace Financial Adviser in Wolverhampton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Adviser role. Highlight your relevant experience and skills that align with what we’re looking for, like client relationship management and financial expertise.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial advising and how you can contribute to our collaborative culture. Be genuine and let your personality come through.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use specific examples of how you’ve helped clients or improved processes in your previous roles. Numbers and results speak volumes!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. 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.
How to prepare for a job interview at Heat Recruitment
✨Know Your Numbers
As a financial adviser, it's crucial to be well-versed in financial metrics and market trends. Brush up on key statistics related to the company's performance and the financial services industry. This will not only show your expertise but also demonstrate your genuine interest in the role.
✨Build Rapport with the Team
Since the role emphasises collaboration, make an effort to connect with the interviewers. Ask about their experiences and share your own insights. This will help you establish a personal connection and show that you're a team player who values relationships.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and client management abilities. Prepare specific examples from your past experience where you've successfully navigated challenges or built strong client relationships. This will highlight your practical knowledge and readiness for the role.
✨Showcase Your Client-Centric Approach
Given the importance of client relationships in this position, be ready to discuss how you prioritise client needs and build trust. Share stories that illustrate your commitment to providing personalised service and how you’ve turned referrals into lasting partnerships.
