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- Tasks: Conduct financial reviews and provide expert investment and retirement advice.
- Company: Leading financial services firm in Manchester with a focus on diversity and inclusion.
- Benefits: High commission structure, full support, and ongoing training opportunities.
- Why this job: Join a supportive team and make a real difference in clients' financial futures.
- Qualifications: Professional experience in financial advising and strong communication skills.
- Other info: Managed client base with no need to source new clients.
The predicted salary is between 36000 - 60000 £ per year.
A leading financial services firm in Manchester is seeking a professional to conduct comprehensive financial reviews for clients and provide expert advice on investments and retirement planning. You'll have a managed client base with no requirement to bring new clients, and enjoy comprehensive paraplanner and admin support along with ongoing training opportunities. The firm promotes diversity and inclusion within its culture and provides a tiered commission-based compensation structure.
Wealth Advisor: Lead‐Driven, High Commission, Full Support in Manchester employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Advisor: Lead‐Driven, High Commission, Full Support in Manchester
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial services industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, especially their commitment to diversity and inclusion. Think about how your skills align with their needs, and be ready to share specific examples of how you’ve helped clients in the past.
✨Tip Number 3
Showcase your expertise! Create a portfolio or a presentation that highlights your financial reviews, investment strategies, and retirement planning successes. This will not only impress interviewers but also demonstrate your proactive approach to client management.
✨Tip Number 4
Don’t forget to apply through our website! We make it super easy for you to find and apply for roles that suit your skills. Plus, you’ll get access to all the support and resources we offer to help you land that dream job!
We think you need these skills to ace Wealth Advisor: Lead‐Driven, High Commission, Full Support in Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Wealth Advisor role. Highlight any relevant financial services experience and showcase your ability to conduct comprehensive financial reviews.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial advising and how you can contribute to our team. Be sure to mention your understanding of investments and retirement planning.
Showcase Your Soft Skills: As a Wealth Advisor, communication is key. In your application, emphasise your interpersonal skills and ability to build relationships with clients. We want to see how you can connect with people and provide expert advice.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at IDEX Consulting
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of investments and retirement planning. Be ready to discuss different financial products and strategies, as well as how they can benefit clients. This shows that you're not just a candidate, but a knowledgeable advisor who can provide real value.
✨Showcase Your Client-Centric Approach
Since you'll be conducting comprehensive financial reviews, it's crucial to demonstrate your ability to understand and meet client needs. Prepare examples from your past experiences where you've successfully built relationships and provided tailored advice. This will highlight your suitability for the role.
✨Emphasise Teamwork and Support
With the firm offering paraplanner and admin support, it’s important to convey your appreciation for teamwork. Share instances where collaboration has led to successful outcomes in your previous roles. This will resonate well with their culture of support and inclusivity.
✨Prepare Questions About Growth Opportunities
Since ongoing training is part of the package, come prepared with questions about professional development. Ask about the types of training available and how they support career advancement. This shows your commitment to growth and aligns with the firm's values.
