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- Tasks: Provide expert financial planning advice and manage client relationships.
- Company: Reputable wealth management firm in Aberdeen City.
- Benefits: Attractive salary, bonuses, and comprehensive benefits package.
- Why this job: Join a dynamic team and help clients achieve their financial goals.
- Qualifications: Level 4 qualification and 12-18 months of client-facing experience required.
- Other info: In-office meetings foster collaboration and client engagement.
The predicted salary is between 50000 - 65000 £ per year.
A wealth management firm in Aberdeen City is seeking a Financial Advisor. This role involves providing diverse financial planning advice and managing an existing client bank.
Successful candidates will have at least a Level 4 qualification and a minimum of 12-18 months of client-facing experience.
The position offers a salary between £50,000 to £65,000 plus benefits and bonus, with most meetings held in-office.
Wealth Advisor: Grow Clients & Lead New Business employer: JohnstonGreer
Contact Detail:
JohnstonGreer Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Advisor: Grow Clients & Lead New Business
✨Tip Number 1
Network like a pro! Attend local finance events or join online forums where potential clients hang out. The more people you meet, the better your chances of landing that Wealth Advisor role.
✨Tip Number 2
Show off your expertise! Create content on social media or write articles about financial planning. This not only showcases your knowledge but also helps you connect with potential clients and employers.
✨Tip Number 3
Practice your pitch! Prepare a short, engaging introduction about yourself and your experience. When you meet someone in the industry, you want to leave a lasting impression that makes them remember you.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge over other candidates. Let’s get you that Wealth Advisor position!
We think you need these skills to ace Wealth Advisor: Grow Clients & Lead New Business
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 qualification and relevant client-facing experience. We want to see how your skills align with the role of a Wealth Advisor, so don’t hold back on showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about wealth management and how you can grow clients and lead new business. We love seeing genuine enthusiasm for the role.
Showcase Your Client Management Skills: Since this role involves managing an existing client bank, be sure to include examples of how you've successfully built and maintained client relationships in the past. We’re all about those personal touches!
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 from us during the process!
How to prepare for a job interview at JohnstonGreer
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge. Be ready to discuss various investment strategies, tax implications, and retirement planning. The firm will want to see that you can provide diverse advice, so prepare some examples from your past experience.
✨Showcase Your Client Management Skills
Since this role involves managing an existing client bank, be prepared to talk about how you've successfully built and maintained client relationships in the past. Share specific stories that highlight your ability to understand client needs and deliver tailored solutions.
✨Demonstrate Your Business Development Acumen
This position is about growing clients and leading new business, so think of ways you've previously attracted new clients or expanded your network. Discuss any innovative strategies you've used to generate leads and how you plan to apply them in this role.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to wealth management and their expectations for the role. This shows your genuine interest in the position and helps you assess if the company aligns with your career goals.
