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For Companies At a Glance
- Tasks: Support Financial Planners and mentor colleagues while developing new business.
- Company: Leading Wealth Management practice in Surrey with a collaborative culture.
- Benefits: Competitive salary up to £125,000, bonuses, and hybrid working options.
- Why this job: Join a dynamic team and make a real impact in wealth management.
- Qualifications: Chartered level with strong networking and mentoring skills.
- Other info: Full back office support and excellent career growth opportunities.
The predicted salary is between 75000 - 125000 £ per year.
Overview
Up to £110,000 basic plus excellent OTE + company benefits
Hertford – Hybrid
I\’m partnered with a prestigious professional services organisation, specialising in financial planning, accounting, tax, audit, advisory, and business services across the UK.
We are seeking an experienced Financial Planner to join their growing team in the Hertfordshire area.
This firm is renowned for its exceptional reputation and premium service, specialising in high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients with a strong focus on long-term relationships. Having experienced impressive growth over the past year, they have ambitious plans for continued expansion.
This is a remarkable opportunity to work with a market-leading accountancy business while enjoying incredible earning potential. They are looking for a driven individual with a proven track record of managing HNW clients and handling complex financial cases. You will also be able to demonstrate success within developing and nurturing internal referral relationships.
Responsibilities
- Manage high-net-worth (HNW) clients and navigate intricate casework.
- Develop and nurture internal referral relationships.
- Deliver regulated financial advice where appropriate (holding CAS/SPS).
Qualifications
- Chartered status (or close to)
- Proven experience in delivering regulated financial advice holding CAS/SPS
- Confident in managing HNW clients and navigating intricate casework
- Able to influence internal stakeholders and colleagues
- Passionate, proactive, and self-motivated
What’s on Offer
- Highly attractive commission structure.
- Equity opportunities within the firm.
- Flexible, hybrid working arrangements.
- A ready made portfolio of potential clients from the professional services arm of the organisation
Location & Working
The successful candidate should be based in the Hertfordshire area and be able to spend a certain portion of the week within the office to nurture internal relationships, but the role is flexible/hybrid.
How to Apply
If this opportunity aligns with your aspirations please reach out in confidence to david.elders@idexconsulting.com.
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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
Networking is key! Get out there and connect with professionals in the financial sector. Attend industry events, join relevant online forums, and don’t be shy about reaching out to people on LinkedIn. Remember, it’s all about building those long-term relationships!
✨Tip Number 2
Showcase your expertise! When you’re in interviews or networking situations, share your success stories and how you’ve mentored others. This not only highlights your skills but also demonstrates your commitment to developing the next generation of financial advisors.
✨Tip Number 3
Utilise our website for job applications! We’ve got a range of opportunities that can help you land that Senior Financial Advisor role. Make sure your profile is up-to-date and tailored to showcase your chartered level qualifications and experience.
✨Tip Number 4
Prepare for interviews by brushing up on your knowledge of the latest financial regulations and trends. Being well-informed will not only impress your interviewers but also show that you’re serious about delivering regulated advice and staying ahead in the industry.
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 in regulated advice and any mentoring you've done. We want to see how you can bring your unique skills to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth management and how your networking skills can help us grow. Keep it engaging and personal – we love to see your personality!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use specific examples of how you've developed new business or fostered long-term relationships. We’re looking for results-driven candidates who can make an impact.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
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 financial planning. Brush up on key metrics and case studies that showcase your success in previous roles. Be ready to discuss how you've developed new business and the impact of your advice on clients' financial health.
✨Network Like a Pro
Networking is crucial in this role, so come prepared with examples of how you've built and maintained professional relationships. Think about specific instances where your networking led to new business opportunities or strengthened client trust. This will show your potential employer that you can cultivate connections effectively.
✨Mentorship Matters
Since mentoring less experienced colleagues is part of the job, be ready to share your mentoring experiences. Discuss how you've supported others in their careers and the positive outcomes that resulted. This will highlight your leadership skills and commitment to team development.
✨Understand the Company Culture
Research the Wealth Management practice thoroughly. Understand their values, mission, and the type of clients they serve. Tailor your responses to align with their culture, showing that you’re not just a fit for the role but also for the team. This will demonstrate your genuine interest in the position.
