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- Tasks: Provide expert financial advice to high-net-worth clients and manage complex financial cases.
- Company: Prestigious national firm with a strong reputation in accounting and financial planning.
- Benefits: Attractive commission structure, flexible working, private medical insurance, and wellness programmes.
- Other info: Enjoy birthdays off and generous family leave pay in a supportive work environment.
- Why this job: Join a market leader with incredible earning potential and opportunities for growth.
- Qualifications: Chartered status or nearing completion, experience with HNW clients, and a proactive attitude.
The predicted salary is between 60000 - 80000 £ per year.
I'm excited to be partnering with a prestigious national firm, specialising in accounting, tax, audit, advisory and business services across the UK and Europe. They are looking for an experienced Financial Planner with a proven track record of working with HNW clients. The business is looking for this person to be local to Cornwall. This firm is renowned for its exceptional reputation and premium service, specialising in high-net-worth and ultra-high-net-worth clients with a strong focus on long-term relationships. Having experienced impressive growth over the past several years, they have ambitious plans for continued expansion in the coming months. This is a remarkable opportunity to work with a market-leading accountancy and financial planning 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.
Key Requirements (Must Have):
- Chartered status or close to achieving it
- Proven experience in delivering regulated financial advice, ideally holding CAS/SPS
- Confident in managing HNW and UHNW clients and navigating intricate casework
- Passionate, proactive and self-motivated
What's on Offer:
- Highly attractive commission structure
- Potential equity within the firm
- Flexible, hybrid working arrangements
- Generous bonus incentives
- Sick leave pay
- Private medical insurance
- Enhanced family leave pay
- Birthdays off
- Wellness programmes, access to counselling & discounted gym memberships
If this opportunity aligns with your aspirations, or if you know someone who could be a good fit, please reach out in confidence.
Financial Advisor (Truro) in Cornwall employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor (Truro) in Cornwall
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial sector, especially those who work with HNW clients. Attend local events in Cornwall or join online forums to make valuable connections that could lead to job opportunities.
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with potential employers, highlight your experience with complex financial cases and your chartered status. We want to see how you can bring value to their team and manage those high-net-worth clients.
✨Tip Number 3
Be proactive! If you know of firms that align with your career goals, reach out directly. Don’t wait for job postings; express your interest and share your CV. We love seeing candidates take the initiative!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for driven individuals like you who are ready to make an impact in the financial planning world.
We think you need these skills to ace Financial Advisor (Truro) in Cornwall
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects your experience with HNW clients and showcases your achievements in financial planning. We want to see how you've navigated complex cases, so don’t hold back on the details!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for financial advising and why you’re excited about this opportunity. Let us know how your values align with our focus on long-term relationships.
Highlight Your Qualifications: Don’t forget to mention your Chartered status or your journey towards it. We’re looking for someone who’s confident and proactive, so make sure we can see that in your application!
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 updates regarding your application status!
How to prepare for a job interview at IDEX Consulting
✨Know Your Numbers
Make sure you brush up on your financial knowledge, especially around high-net-worth clients. Be prepared to discuss specific cases you've handled and the strategies you employed. This will show your expertise and confidence in managing complex financial situations.
✨Showcase Your Soft Skills
Since this role involves building long-term relationships, highlight your interpersonal skills. Prepare examples of how you've successfully built rapport with clients in the past. This will demonstrate that you're not just about numbers but also about people.
✨Research the Firm
Dive deep into the firm's values, culture, and recent achievements. Understanding their reputation and what sets them apart will help you tailor your responses and show genuine interest in being part of their team.
✨Prepare Questions
Have a list of insightful questions ready to ask at the end of the interview. This could be about their growth plans or how they support their advisors in managing HNW clients. It shows you're proactive and genuinely interested in the role.