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- Tasks: Manage and develop an established client bank while providing expert financial advice.
- Company: Progressive financial planning firm in South Wales with a supportive culture.
- Benefits: Salary of circa £80,000, competitive bonuses, and flexible hybrid working.
- Why this job: Join a dynamic team and grow your career in a thriving financial environment.
- Qualifications: Level 4 qualification and experience with high-net-worth clients required.
- Other info: Long-term growth opportunities in a collaborative setting.
The predicted salary is between 48000 - 64000 £ per year.
A progressive financial planning firm in South Wales is looking for an experienced Financial Adviser to manage and develop an established client bank. The ideal candidate will possess a Level 4 qualification and proven experience with high-net-worth clients, excelling in communication.
The role offers a salary of circa £80,000 with a competitive bonus structure, flexible hybrid working, and long-term growth opportunities within a supportive environment.
Senior Financial Adviser - Inherit Client Book (Hybrid) in Cardiff employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Adviser - Inherit Client Book (Hybrid) in Cardiff
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the lookout for opportunities. You never know who might have a lead on that perfect Senior Financial Adviser role.
✨Tip Number 2
Prepare for those interviews by researching the company and its culture. Show them you’re not just another candidate; you’re genuinely interested in their mission and how you can contribute to their success.
✨Tip Number 3
Practice your communication skills! As a Financial Adviser, you'll need to convey complex information clearly. Role-play with a friend or use online resources to sharpen your pitch and ensure you come across as confident and knowledgeable.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that dream job, and applying directly can sometimes give you an edge over other candidates. Let’s get you started!
We think you need these skills to ace Senior Financial Adviser - Inherit Client Book (Hybrid) in Cardiff
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 qualification and experience with high-net-worth clients. We want to see how your skills align with what we're looking for, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team and how you can contribute to managing and developing our client bank. Keep it engaging and personal!
Show Off Your Communication Skills: Since communication is key in this role, make sure your application reflects your ability to convey complex financial concepts clearly. We love seeing candidates who can articulate their thoughts well, so let your personality come through!
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 don’t miss out on any important updates. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at IDEX Consulting
✨Know Your Numbers
Brush up on your financial knowledge, especially around high-net-worth client management. Be prepared to discuss specific strategies you've used in the past to grow a client book and how you’ve navigated complex financial situations.
✨Showcase Your Communication Skills
Since communication is key in this role, think of examples where you've successfully built relationships with clients. Practice articulating your thoughts clearly and confidently, as this will demonstrate your ability to connect with clients effectively.
✨Understand the Firm's Values
Research the firm’s culture and values. Be ready to explain how your personal values align with theirs and how you can contribute to their supportive environment. This shows that you’re not just looking for any job, but that you genuinely want to be part of their team.
✨Prepare Questions
Have insightful questions ready to ask at the end of the interview. This could include inquiries about their approach to client management or how they support advisers in their professional growth. It shows your interest in the role and helps you assess if it’s the right fit for you.
