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- Tasks: Manage and develop relationships with ultra-high-net-worth clients while providing exceptional financial advice.
- Company: Leading financial advisory firm in Stirling with a supportive team.
- Benefits: Generous salary, bonus package, and a unique 9-day fortnight schedule.
- Why this job: Enjoy work-life balance with every second Friday off while making a real impact.
- Qualifications: Experience in financial advising and strong relationship management skills.
- Other info: Join a dynamic team with opportunities for professional growth.
The predicted salary is between 43200 - 72000 £ per year.
A leading financial advisory firm in Stirling is seeking an experienced financial adviser to manage a large existing portfolio. The role focuses on servicing, retaining, and developing client relationships while providing exceptional advice. The firm's supportive back office team will assist with reports and compliance.
Additionally, they offer a unique 9 day fortnight schedule, ensuring every second Friday off with full pay. A generous salary with bonus package is included.
Senior Financial Adviser: UHNW Clients, 9‑Day Fortnight in Stirling employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Adviser: UHNW Clients, 9‑Day Fortnight in Stirling
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world, especially those who work with UHNW clients. A personal introduction can make all the difference when landing that dream role.
✨Tip Number 2
Showcase your expertise! Prepare a portfolio of your past successes and client relationships. When you get that interview, be ready to discuss how you've added value to your previous clients and how you can do the same for this firm.
✨Tip Number 3
Be proactive! Don’t just wait for job openings to pop up. Reach out directly to the firm and express your interest in working with them. Sometimes, the best opportunities come from a simple conversation.
✨Tip Number 4
Apply through our website! We’ve got all the latest job listings, including this Senior Financial Adviser position. It’s the easiest way to stay updated and ensure your application gets noticed by the right people.
We think you need these skills to ace Senior Financial Adviser: UHNW Clients, 9‑Day Fortnight in Stirling
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with UHNW clients and showcases your ability to manage large portfolios. We want to see how you've developed client relationships and provided exceptional advice in your previous roles.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of how you've successfully serviced and retained clients, and don’t forget to mention your enthusiasm for the unique 9-day fortnight schedule.
Showcase Your Team Spirit: Since we have a supportive back office team, it's important to demonstrate your ability to work collaboratively. Mention any experiences where you’ve worked closely with support teams to enhance client service or streamline processes.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. 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 Adviser, you'll need to demonstrate your expertise in managing portfolios. Brush up on key financial metrics and be ready to discuss how you've successfully managed UHNW clients in the past. Bring specific examples of your achievements to the table.
✨Showcase Relationship Building Skills
This role is all about servicing and developing client relationships. Prepare to share stories that highlight your ability to build trust and rapport with clients. Think about how you’ve turned challenging situations into opportunities for deeper connections.
✨Understand the Firm's Culture
Research the firm’s values and culture, especially their unique 9-day fortnight schedule. Be prepared to discuss how this flexible working arrangement aligns with your work-life balance philosophy and how it can enhance your productivity.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare insightful questions about their approach to client management and how the back office team supports advisers. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
