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- Tasks: Manage financial planning for a diverse portfolio of clients and build trusted relationships.
- Company: Respected wealth management firm in the UK with a supportive team culture.
- Benefits: Competitive salary starting at £65,000 plus performance bonuses and hybrid working model.
- Why this job: Join a dynamic team focused on client outcomes and make a real impact in financial planning.
- Qualifications: Level 4 Diploma in Financial Planning and strong technical knowledge required.
The predicted salary is between 65000 - 91000 £ per year.
A respected wealth management firm in the UK is seeking a Mid-Senior Financial Adviser to manage financial planning for an existing portfolio of clients.
The role offers a competitive base salary starting at £65,000 with additional bonuses based on performance and client growth.
Ideal candidates will hold the Level 4 Diploma in Financial Planning and have strong technical knowledge, as well as the ability to build trusted client relationships.
Enjoy the benefits of a hybrid working model, with a supportive team environment focused on client outcomes.
Senior Financial Advisor - Holistic Planning (Hybrid) employer: mbf.
Contact Detail:
mbf. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Advisor - Holistic Planning (Hybrid)
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial 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 the company and its values, and think about how your experience aligns with their goals. Practise common interview questions and be ready to showcase your technical knowledge and client relationship skills.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of great opportunities, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications!
We think you need these skills to ace Senior Financial Advisor - Holistic Planning (Hybrid)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Financial Advisor role. Highlight your Level 4 Diploma in Financial Planning and any relevant experience that showcases your technical knowledge and client relationship skills.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention specific examples of how you've successfully managed client portfolios and contributed to their financial growth.
Showcase Your Soft Skills: While technical skills are crucial, don’t forget to highlight your soft skills too! We value strong communication and relationship-building abilities, so share instances where you've built trust with clients or resolved conflicts.
Apply Through Our Website: We encourage you to apply through our website for a smoother application 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 mbf.
✨Know Your Numbers
As a Senior Financial Advisor, you’ll need to demonstrate your technical knowledge. Brush up on key financial metrics and be ready to discuss how you've used them in past roles. This shows you’re not just familiar with the theory but can apply it practically.
✨Build Rapport
Since building trusted client relationships is crucial, practice your interpersonal skills. Think of examples where you’ve successfully built rapport with clients. Be prepared to share these stories during the interview to showcase your relationship-building abilities.
✨Understand the Firm's Values
Research the wealth management firm thoroughly. Understand their approach to client outcomes and how they differentiate themselves in the market. This will help you align your answers with their values and show that you’re genuinely interested in being part of their team.
✨Prepare Questions
Interviews are a two-way street. Prepare insightful questions about the firm's hybrid working model and team dynamics. This not only shows your interest but also helps you gauge if the company culture is the right fit for you.
