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- Tasks: Engage with clients to provide tailored investment and financial planning advice.
- Company: A growing wealth management firm in the UK with a focus on client relationships.
- Benefits: Competitive salary, bonuses, and equity opportunities.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Minimum 2 years in a CF30 role with strong communication skills.
The predicted salary is between 36000 - 60000 £ per year.
A growing wealth management firm located in the United Kingdom seeks a Financial Adviser / Wealth Manager to provide a full spectrum of wealth management advice to clients. The role involves significant client engagement, offering investment, financial planning, and insurance advice.
The ideal candidate has at least 2 years of experience in a CF30 role and possesses strong communication and client service skills.
Competitive salary, bonus, and an opportunity to earn equity in the firm are offered.
Wealth Manager – HNW Advisory, Remote Options in Banbury employer: J&T Business Consulting
Contact Detail:
J&T Business Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Manager – HNW Advisory, Remote Options in Banbury
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector 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 those interviews! Research common questions for Wealth Managers and practice your responses. We recommend using role-play with a friend to get comfortable discussing your experience and how it aligns with the firm's needs.
✨Tip Number 3
Showcase your expertise! Create a portfolio that highlights your past successes in client engagement and financial planning. This will give potential employers a clear picture of what you bring to the table.
✨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 Wealth Manager – HNW Advisory, Remote Options in Banbury
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in wealth management and client engagement. We want to see how your skills align with the role, so don’t be shy about showcasing your CF30 experience!
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 contribute to our team. Keep it personal and engaging – we love a good story!
Showcase Your Communication Skills: Since this role involves significant client interaction, make sure your written application reflects your strong communication skills. Clear, concise, and professional language will go a long way in impressing us.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at J&T Business Consulting
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth management, especially in investment strategies and financial planning. Familiarise yourself with the latest trends in the industry, as well as any recent news about the firm you're interviewing with.
✨Showcase Your Experience
Be ready to discuss your previous roles in detail, particularly your experience in a CF30 role. Prepare specific examples of how you've successfully engaged clients and provided tailored advice, as this will demonstrate your capability and confidence.
✨Practice Your Communication Skills
Since strong communication is key in this role, practice articulating your thoughts clearly and concisely. Consider doing mock interviews with a friend or using video tools to refine your delivery and ensure you come across as approachable and knowledgeable.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of the interview. This shows your genuine interest in the role and the firm. You might want to inquire about their approach to client engagement or how they support their advisers in achieving success.
