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- Tasks: Develop and manage high-net-worth client relationships in a leading financial planning firm.
- Company: A top financial planning firm in England with a strong reputation.
- Benefits: Competitive salary, bonus scheme, and support for transitioning to an employed role.
- Why this job: Join a dynamic team and grow your career while managing elite client relationships.
- Qualifications: 3-4 years of experience in financial advising and relevant qualifications required.
- Other info: Great opportunity for career advancement and professional growth.
The predicted salary is between 36000 - 60000 £ per year.
A leading financial planning firm in England is seeking experienced Employed Financial Advisers to develop and manage HNW client relationships.
Candidates should have a minimum of 3-4 years of experience, relevant qualifications, and ideally a client base to bring.
The position offers a competitive salary and bonus scheme, with an opportunity for those transitioning from self-employed roles to an employed position.
HNW Financial Adviser | Grow & Manage Elite Client Bank employer: Lime Professional Services
Contact Detail:
Lime Professional Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land HNW Financial Adviser | Grow & Manage Elite Client Bank
✨Tip Number 1
Network like a pro! Reach out to your existing contacts and let them know you're on the lookout for new opportunities. You never know who might have a lead or be able to introduce you to someone in the industry.
✨Tip Number 2
Showcase your expertise! Use platforms like LinkedIn to share insights, articles, or even case studies related to HNW financial advising. This not only positions you as a thought leader but also attracts potential employers.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to HNW clients. We recommend role-playing with a friend or mentor to build confidence and refine your responses.
✨Tip Number 4
Don't forget to apply through our website! We’ve got a range of opportunities that could be perfect for you. Plus, it’s a great way to ensure your application gets noticed by the right people.
We think you need these skills to ace HNW Financial Adviser | Grow & Manage Elite Client Bank
Some tips for your application 🫡
Show Off Your Experience: Make sure to highlight your 3-4 years of experience in financial advising. We want to see how you've developed and managed client relationships, especially with high-net-worth individuals. Don’t be shy about showcasing your achievements!
Qualifications Matter: List your relevant qualifications clearly. We’re looking for candidates who are well-equipped to handle the demands of this role, so make it easy for us to see what you bring to the table.
Bring Your Client Base: If you have an existing client base, mention it! We value advisers who can hit the ground running, so let us know how your connections can benefit our firm.
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 Lime Professional Services
✨Know Your Numbers
Before the interview, brush up on your financial knowledge and be ready to discuss key metrics related to HNW clients. Understand the latest trends in wealth management and be prepared to share how you've successfully managed client portfolios in the past.
✨Showcase Your Client Relationships
Be ready to talk about your existing client base and how you’ve nurtured those relationships. Highlight specific examples of how you’ve added value to your clients’ financial situations, as this will demonstrate your ability to grow and manage an elite client bank.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and client management strategies. Think of a few challenging situations you've faced with clients and how you resolved them, showcasing your expertise and adaptability.
✨Dress the Part
First impressions matter, especially in the financial sector. Dress professionally to convey confidence and competence. A well-tailored suit can go a long way in making you feel and appear more authoritative during the interview.
