Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide holistic financial advice to high net-worth clients and grow client relationships.
- Company: Leading wealth management firm with a focus on growth and quality service.
- Benefits: Competitive salary up to £90k, hybrid working, 30 days leave, and discretionary bonus.
- Why this job: Join a dynamic team and make a real impact in wealth management.
- Qualifications: Experience in regulated advice and strong client service skills required.
- Other info: Study support available for professional development and career progression.
The predicted salary is between 54000 - 126000 £ per year.
Salary up to £150,000 basic plus bonus and superb benefits packageA highly regarded Financial Planning / Accountancy practice in London are looking to add strong experience to their existing high performing team of advisors. This is a superb opportunity for the following reasons:High earning potential – Salary up to £120k basic for director level + superb bonusFull paraplanning, administration and compliance supportA broad range of advice dealing with a core high net worth client portfolioAmbitious growth plans that will present various career development opportunitiesClients to inherit and a captive internal referral process from the Accountancy practice.What we are looking for:An experienced, Chartered Financial Advisor (or close to) that can demonstrate long term success in the roleSomeone who can demonstrate skills in new business development and client generation. This is keyProven history of developing a professional connection network with referrals from accountants, solicitors, mortgage brokers etcEthical, consultative and looking for a long term position where you can make a real difference to this organisation.This is a superb Financial Advisor opportunity based in the London area with back office support, top level salary, superb bonus and overall earning potential plus flexible working
#J-18808-Ljbffr
Senior Financial Advisor employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Advisor
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector 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 firm thoroughly, understand their client base, and be ready to discuss how your experience with high net-worth clients aligns with their needs. Confidence is key!
✨Tip Number 3
Showcase your success stories! When chatting with potential employers, share specific examples of how you've delivered exceptional service and grown client relationships. Numbers speak volumes!
✨Tip Number 4
Don't forget to apply through our website! It’s a great way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Senior Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Financial Advisor role. Highlight your experience with high net-worth clients and any relevant qualifications like CAS or SPS. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about providing holistic financial advice and how you can maintain and grow client relationships. Let us know what makes you the perfect fit for our team.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Whether it's growing a client book or increasing revenue, we love to see quantifiable results that demonstrate your success in previous roles.
Apply Through Our Website: We encourage you to apply 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. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Numbers
As a Senior Financial Advisor, you’ll need to demonstrate your expertise in managing high net-worth clients. Brush up on key financial metrics and be ready to discuss how you've successfully grown client portfolios in the past. This shows you’re not just knowledgeable but also results-driven.
✨Showcase Your Client Relationships
Prepare examples of how you've maintained and grown client relationships. Think about specific instances where your proactive approach led to increased client satisfaction or revenue. This will highlight your strong client service skills, which are crucial for this role.
✨Understand the Firm's Growth Strategy
Research the wealth management firm’s recent growth and how they’ve expanded their client base. Be ready to discuss how you can contribute to their strategy, especially in leveraging the existing client book. This shows that you’re aligned with their goals and ready to hit the ground running.
✨Be Passionate and Proactive
During the interview, let your passion for financial advising shine through. Share your motivations for wanting to work in this role and how you stay self-motivated. Employers love candidates who are enthusiastic and take initiative, so don’t hold back!
