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- Tasks: Support financial advisers with complex cases and deliver tailored client solutions.
- Company: Leading financial consultancy in the UK with a supportive team culture.
- Benefits: Competitive salary, professional development, and collaborative work environment.
- Why this job: Make a real impact by providing expertise on trusts and tax planning.
- Qualifications: Strong background in wealth management and relevant qualifications required.
- Other info: Join a dynamic team and contribute to high professional standards.
The predicted salary is between 48000 - 72000 £ per year.
A leading financial consultancy in the UK seeks a Technical Advice Specialist to support financial advisers with complex cases and deliver tailored client solutions. This role requires a strong background in wealth management and relevant qualifications.
The ideal candidate will provide expertise on trusts and enhanced tax planning while collaborating with internal teams and external partners. They will also contribute to company practices and uphold professional standards in a supportive team environment.
Senior Technical Wealth Advisor Trusts & IHT employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Technical Wealth Advisor Trusts & IHT
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial consultancy world and let them know you're on the lookout for opportunities. You never know who might have a lead on a Senior Technical Wealth Advisor role!
✨Tip Number 2
Prepare for those tricky interview questions! Brush up on your knowledge of trusts and IHT, and be ready to discuss how you've tackled complex cases in the past. We want to see you shine as the expert you are!
✨Tip Number 3
Show off your collaborative spirit! Highlight your experience working with internal teams and external partners during interviews. This role is all about teamwork, so let us know how you can contribute to a supportive environment.
✨Tip Number 4
Don't forget to apply through our website! It's the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Senior Technical Wealth Advisor Trusts & IHT
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in wealth management and any relevant qualifications. We want to see how your background aligns with the role of a Technical Advice Specialist, so don’t hold back on showcasing your expertise!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Senior Technical Wealth Advisor role. Share specific examples of how you've tackled complex cases and delivered tailored solutions in the past.
Showcase Team Collaboration: Since this role involves working closely with internal teams and external partners, make sure to highlight your teamwork skills. We love seeing candidates who can demonstrate their ability to collaborate effectively and contribute to a supportive team environment.
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 shows us you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at IDEX Consulting
✨Know Your Stuff
Make sure you brush up on your knowledge of trusts and inheritance tax (IHT). Be ready to discuss complex cases you've handled in the past and how you provided tailored solutions. This will show that you have the expertise needed for the role.
✨Showcase Your Collaboration Skills
Since this role involves working with internal teams and external partners, be prepared to share examples of how you've successfully collaborated in previous positions. Highlight any experiences where teamwork led to better client outcomes.
✨Stay Professional Yet Approachable
While it's important to maintain professionalism, don’t forget to let your personality shine through. The company values a supportive team environment, so showing that you can be both knowledgeable and approachable will work in your favour.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company's practices and how they support their advisers. This not only shows your interest in the role but also demonstrates that you’re thinking about how you can contribute to their success.
