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- Tasks: Manage high net worth clients and provide top-notch investment advice.
- Company: Reputable financial planning firm in Harrogate with a strong client focus.
- Benefits: Competitive salary, bonus scheme, and support for career transition.
- Why this job: Join a dynamic team and build lasting relationships with affluent clients.
- Qualifications: 3-4 years of experience in Financial Advice and a Diploma in Regulated Financial Planning.
- Other info: Great opportunity for growth and professional development in a supportive environment.
The predicted salary is between 48000 - 72000 £ per year.
A financial planning firm in Harrogate is seeking experienced Employed Financial Advisers to manage a portfolio of high net worth clients. This position involves providing quality investment advice and building strong client relationships.
The ideal candidate has 3-4 years of experience in Financial Advice and holds a Diploma in Regulated Financial Planning. A competitive salary package along with a bonus scheme is offered, making this an excellent opportunity for transition from self-employed to employed roles.
Senior Financial Adviser for HNW Clients & Growth in Harrogate employer: Lime Professional Services
Contact Detail:
Lime Professional Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Adviser for HNW Clients & Growth in Harrogate
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector, especially those who work with high net worth clients. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios specific to financial advising. We recommend role-playing with a friend or mentor to boost your confidence and refine your responses.
✨Tip Number 3
Showcase your expertise! Bring along case studies or examples of how you've successfully managed portfolios in the past. This will help us see your value and how you can build strong client relationships.
✨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 engage directly with us.
We think you need these skills to ace Senior Financial Adviser for HNW Clients & Growth in Harrogate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial advice, especially with high net worth clients. We want to see how your skills align with the role, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this position and how your background in financial planning can benefit our clients. Keep it engaging and personal.
Showcase Your Qualifications: Don’t forget to mention your Diploma in Regulated Financial Planning! This is key for us, as we’re looking for someone who meets the qualifications needed to provide top-notch advice to our clients.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for this fantastic opportunity. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Lime Professional Services
✨Know Your Numbers
Brush up on your financial knowledge, especially regarding investment strategies and market trends. Be prepared to discuss specific cases where you've successfully advised clients, particularly high net worth individuals.
✨Build Rapport
Since this role involves building strong client relationships, practice your interpersonal skills. Think of ways to connect with the interviewer, perhaps by sharing a personal story or experience that highlights your relationship-building abilities.
✨Showcase Your Qualifications
Make sure to highlight your Diploma in Regulated Financial Planning and any relevant certifications. Be ready to explain how your qualifications have equipped you to provide quality investment advice and manage client portfolios effectively.
✨Prepare Questions
Have insightful questions ready about the firm's approach to client management and growth strategies. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.
