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- Tasks: Provide tailored financial planning and investment advice to clients.
- Company: Hunter Wealth Management, a leader in impartial financial advice.
- Benefits: Flexible working options, competitive salary, and professional development opportunities.
- Why this job: Make a real difference in clients' financial futures while growing your expertise.
- Qualifications: Experience in financial planning and strong client relationship skills.
- Other info: Dynamic team environment with opportunities for career advancement.
The predicted salary is between 36000 - 60000 £ per year.
Company Description
Hunter Wealth Management offers impartial and thorough financial advice to private, corporate, and charity clients. With extensive experience as independent financial advisers, we focus on helping clients through comprehensive consultations and in-depth research. Our widely regarded Investment Clinic provides a no-obligation, no-cost review of portfolios, retirement plans, and risk profiles, followed by transparent and flexible charging models. Using advanced technology and broad investment research, we aim to identify cost-effective, high-quality wealth-building solutions. We are committed to helping businesses and individuals grow and secure their financial prosperity.
Role Description
This is a full-time role based in Edinburgh, but as the role progresses, you will have the opportunity to work from home if you wish, for a financial professional at Hunter Wealth Management.
Responsibilities include:
- Providing tailored financial planning and investment advice
- Conducting thorough reviews of clients' portfolios
- Contributing to client meetings to assess financial goals and strategies
- Managing client relationships with professionalism
- Staying up-to-date with market trends
- Ensuring compliance with regulatory requirements
- Actively participating in collaboration with colleagues to deliver exceptional service
Qualifications:
- Expertise in financial planning, investment management, and risk assessment
- Strong relationship management and client service skills
- Exceptional analytical, research, and decision-making abilities
- Proficiency with financial planning tools, technology, and software
- Relevant qualifications such as Diploma in Financial Planning (DipPFS) or equivalent
- Ability to explain complex financial concepts clearly and concisely to a variety of audiences
- Familiarity with compliance standards and regulatory frameworks in the financial sector
- Proactive and detail-oriented with excellent time management skills
Independent Financial Advisor in Edinburgh employer: Hunter Wealth Management
Contact Detail:
Hunter Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor in Edinburgh
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial sector. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential colleagues or mentors. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase your expertise! Create a personal brand that highlights your skills in financial planning and investment management. Share insights on social media or write articles that demonstrate your knowledge. This will help you stand out and attract attention from employers like us at Hunter Wealth Management.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios related to financial advising. Think about how you would explain complex concepts clearly and concisely. We love candidates who can communicate effectively, so show us what you’ve got!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team at Hunter Wealth Management. So, get your application in and let’s see if we can work together!
We think you need these skills to ace Independent Financial Advisor in Edinburgh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that align with the Independent Financial Advisor role. Highlight your expertise in financial planning and investment management, and don’t forget to mention any relevant qualifications like the DipPFS.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about helping clients achieve their financial goals. Mention how your analytical skills and client service experience make you a great fit for Hunter Wealth Management.
Showcase Your Relationship Management Skills: In your application, emphasise your ability to build and maintain strong client relationships. Share examples of how you've successfully managed client expectations and provided exceptional service in previous roles.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and get to know you better. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Hunter Wealth Management
✨Know Your Financial Stuff
Make sure you brush up on your financial planning and investment management knowledge. Be ready to discuss recent market trends and how they might impact clients' portfolios. This shows you're not just knowledgeable but also genuinely interested in helping clients secure their financial future.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've successfully managed client relationships in the past. Think about specific situations where you went above and beyond to meet a client's needs. This will demonstrate your commitment to exceptional service, which is key for a role at Hunter Wealth Management.
✨Be Ready for Technical Questions
Expect questions that test your analytical and decision-making abilities. You might be asked to explain complex financial concepts or walk through a case study. Practising these scenarios beforehand can help you articulate your thought process clearly during the interview.
✨Understand Compliance and Regulations
Familiarise yourself with the compliance standards and regulatory frameworks relevant to the financial sector. Being able to discuss these confidently will show that you take your responsibilities seriously and are prepared to uphold the integrity of the firm.
