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- Tasks: Manage high-value clients and provide tailored financial advice.
- Company: Join a global banking firm known for its commitment to client success.
- Benefits: Enjoy career development, continuous training, and a supportive work environment.
- Why this job: Build strong relationships while helping clients grow and protect their wealth.
- Qualifications: Must have Level 4 Dip CII/CISI or equivalent, with valid SPS.
- Other info: Ideal candidates will have CAS status and experience in wealth advisory roles.
The predicted salary is between 36000 - 60000 £ per year.
Meraki Talent are proud to be partnering with a global banking firm who are looking to appoint a Wealth Manager on a permanent basis. As part of this role you will manage a portfolio of high-value customers, providing tailored, holistic financial advice to help clients grow, manage, and protect their wealth through key life events. The role focuses on building strong relationships, offering a full range of financial products, and delivering needs-based solutions. Key Responsibilities:
- Manage and advise a portfolio of high net worth clients.
- Conduct in-depth financial reviews to provide personalized advice.
- Communicate effectively to deliver tailored wealth strategies.
- Monitor client and market developments to manage risk and spot opportunities
- Carry out pension transfers and estate planning duties.
This is an opportunity which offers career development and continuous training within a supportive and collaborative working environment. Our client are looking to speak with qualified professionals (Level 4 Dip CII/CISI or equivalent, with a valid SPS). Ideally with CAS status and experience in wealth/financial advisory roles. Apply Now #J-18808-Ljbffr
Financial Adviser employer: Meraki Talent Limited
Contact Detail:
Meraki Talent Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network with professionals in the financial advisory sector. Attend industry events or join relevant online forums to connect with current Wealth Managers. This can provide you with insights into the role and potentially lead to referrals.
✨Tip Number 2
Stay updated on market trends and financial products. Being knowledgeable about the latest developments will not only help you in interviews but also demonstrate your commitment to providing tailored advice to clients.
✨Tip Number 3
Prepare for role-specific scenarios during interviews. Think about how you would handle various client situations, such as managing risk or conducting financial reviews, to showcase your problem-solving skills.
✨Tip Number 4
Highlight your relationship-building skills. Since this role focuses on managing high-value clients, be ready to discuss your experience in developing strong client relationships and how you've successfully tailored solutions in the past.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Financial Adviser. Familiarise yourself with wealth management concepts and the specific requirements mentioned in the job description.
Tailor Your CV: Highlight your relevant experience in wealth management and financial advisory roles. Emphasise your qualifications, such as Level 4 Dip CII/CISI or equivalent, and any CAS status you may hold. Make sure to showcase your ability to manage high net worth clients.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for financial advising and your understanding of the client's needs. Mention how your skills align with the role's focus on building strong relationships and delivering tailored wealth strategies.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application demonstrates professionalism and attention to detail, which are crucial in the financial sector.
How to prepare for a job interview at Meraki Talent Limited
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products you'll be discussing in the interview. Be prepared to explain how these products can benefit high net worth clients and tailor your responses to show your knowledge of their specific needs.
✨Demonstrate Relationship-Building Skills
Since the role focuses on building strong relationships, think of examples from your past experiences where you've successfully built rapport with clients. Highlight your communication skills and how you’ve tailored your approach to meet individual client needs.
✨Stay Updated on Market Trends
Research current market trends and developments in the financial sector. Being able to discuss recent changes or opportunities will demonstrate your proactive approach and ability to manage risk effectively for clients.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities. Prepare to discuss how you would handle specific client situations, such as pension transfers or estate planning, showcasing your expertise and decision-making process.
