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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! Reach out to your connections in the financial services industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their approach to client management and how they support their advisors. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your pitch! Be ready to explain how your skills and experience align with the role of a Wealth Advisor. Highlight your ability to conduct financial reviews and provide tailored advice, as this is key to impressing potential employers.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find and apply for roles that suit your skills. Plus, it shows you're serious about joining our team and taking advantage of the support we offer.
We think you need these skills to ace Wealth Advisor: Lead‑Driven, High Commission, Full Support in Manchester
Some tips for your application 🫡
Show Your Expertise: When writing your application, make sure to highlight your experience in conducting financial reviews and providing investment advice. We want to see how your skills align with the role of a Wealth Advisor.
Tailor Your Application: Don’t just send a generic application! Take the time to tailor your CV and cover letter to reflect the specific requirements mentioned in the job description. This shows us you’re genuinely interested in the position.
Be Clear and Concise: Keep your application clear and to the point. We appreciate well-structured applications that are easy to read. Avoid jargon unless it’s relevant to the role, and make sure your passion for financial services shines 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’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at IDEX Consulting
✨Know Your Financial Stuff
Brush up on your knowledge of investments and retirement planning. Be ready to discuss different financial products and strategies, as well as how you can tailor advice to meet individual client needs.
✨Showcase Your Client Management Skills
Since you'll be working with a managed client base, highlight your experience in maintaining and nurturing client relationships. Share examples of how you've successfully advised clients in the past and the positive outcomes that resulted.
✨Emphasise Teamwork and Support
This role comes with comprehensive support, so make sure to express your appreciation for teamwork. Talk about how you’ve collaborated with paraplanners or admin staff in previous roles to enhance client service.
✨Diversity and Inclusion Matters
The firm values diversity and inclusion, so be prepared to discuss how you can contribute to this culture. Share any experiences you have that demonstrate your commitment to fostering an inclusive environment.
