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- Tasks: Advise high-net-worth clients and manage complex financial planning cases.
- Company: Respected accountancy and financial advisory firm with a premium client service reputation.
- Benefits: Flexible hybrid work, up to 30 days leave, birthday off, and discounts scheme.
- Why this job: Inherit a well-established client bank and enjoy exceptional earning potential.
- Qualifications: Experience in regulated advice and strong client service skills required.
- Other info: Join a collaborative team with opportunities for professional growth.
The predicted salary is between 72000 - 108000 ÂŁ per year.
I'm delighted to be partnering with a highly respected accountancy and financial advisory firm that is looking to appoint an experienced Financial Planner, based locally in either Somerset or Wiltshire. Known for its outstanding reputation and premium client service, the firm specialises in advising high-net-worth individuals. This is a rare opportunity to inherit a wellâestablished client bank from a retiring adviser, offering continuity for clients and a strong platform for longâterm success.
Joining this marketâleading practice provides exceptional earning potential and the opportunity to work alongside a collaborative, highly regarded team. The firm is seeking a motivated professional with a proven track record of advising HNW clients, experience working closely with accountancy teams, and confidence handling complex financial planning cases.
Requirements- Experience of giving regulated advice and ideally CAS / SPS
- Be able to demonstrate strong client service skills
- Need to be passionate, proactive, and be able to selfâmotivate.
- Flexible, hybrid working arrangements.
- Up to 30 days annual leave + office closes over Christmas
- Birthdays off
- 6% employer pension contribution
- Discounts scheme
If this opportunity aligns with your aspirations, or if you know someone who could be a good fit, please reach out in confidence to Samantha.durbridge@idexconsulting.com
Financial Advisor in West Bromwich employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice đ¤Ť
We think this is how you could land Financial Advisor in West Bromwich
â¨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who might know about opportunities at firms like the one you're eyeing. A personal introduction can make all the difference.
â¨Tip Number 2
Prepare for interviews by brushing up on your knowledge of high-net-worth client needs and complex financial planning. We recommend practising common interview questions with a friend or mentor to boost your confidence.
â¨Tip Number 3
Showcase your passion for financial advising during interviews. Share stories that highlight your proactive approach and client service skills. Remember, they want to see how you can add value to their team!
â¨Tip Number 4
Donât forget to apply through our website! Itâs the best way to ensure your application gets noticed. Plus, we love seeing candidates who are keen to join us directly.
We think you need these skills to ace Financial Advisor in West Bromwich
Some tips for your application đŤĄ
Tailor Your CV: Make sure your CV is tailored to the Financial Advisor role. Highlight your experience with high-net-worth clients and any relevant qualifications. We want to see how your background aligns with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for financial planning and how you can contribute to our team. Be sure to mention your client service skills and any experience working with accountancy teams.
Showcase Your Achievements: Donât just list your responsibilities; highlight your achievements! Whether it's exceeding targets or successfully managing complex cases, we love to see how you've made an impact in your 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 donât miss out on any important updates from us!
How to prepare for a job interview at IDEX Consulting Ltd
â¨Know Your Numbers
As a Financial Advisor, youâll need to be on top of your game with numbers. Brush up on key financial metrics and be ready to discuss how you've successfully managed portfolios or advised clients in the past. This shows youâre not just knowledgeable but also experienced.
â¨Showcase Client Relationships
Since this role involves advising high-net-worth individuals, be prepared to share specific examples of how you've built and maintained strong client relationships. Highlight your client service skills and any strategies you've used to ensure client satisfaction.
â¨Understand the Firm's Values
Research the firmâs reputation and values before the interview. Be ready to explain why you want to work there specifically and how your personal values align with theirs. This demonstrates your genuine interest and commitment to their mission.
â¨Prepare for Complex Scenarios
Expect to tackle complex financial planning cases during the interview. Prepare by thinking through potential scenarios you might face in the role and how you would approach them. This will show your problem-solving skills and readiness for the challenges ahead.
