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For Companies At a Glance
- Tasks: Advise and grow a portfolio of clients while receiving admin support.
- Company: National wealth planning firm managing over £12b AUM.
- Benefits: Competitive salary up to £85k, bonus scheme, and hybrid working.
- Why this job: Join a leading firm and make a real impact on clients' financial futures.
- Qualifications: CII level 4 Diploma and CAS status required; Chartered status preferred.
- Other info: Enjoy a supportive environment with opportunities for professional growth.
The predicted salary is between 68000 - 102000 £ per year.
This national financial planning firm that manages over £12b AUM is currently seeking a financial planner to join its team in Abingdon (hybrid working).
In this role you will be given a portfolio of clients with circa £250k recurring income to advise, grow and develop. In addition you will also benefit from administration and paraplanning support.
You must be an experienced financial planner who holds CII level 4 Diploma status and CAS status, and ideally hold or be working towards Chartered status.
Basic salary to £85k, bonus scheme and benefits, hybrid working available.
Financial Adviser - Abingdon - National Wealth Planning firm employer: MI Search Ltd
Contact Detail:
MI Search Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser - Abingdon - National Wealth Planning firm
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know someone at the firm. A personal introduction can make all the difference in landing that interview.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of the firm and its clients. Show us you understand their values and how you can contribute to their success. Tailor your answers to reflect their needs!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your pitch. Focus on your experience and how it aligns with the role of a financial adviser, especially your ability to grow and develop client portfolios.
✨Tip Number 4
Don’t forget to follow up after your interview! A simple thank-you email can keep you top of mind and show your enthusiasm for the position. Plus, it’s a great chance to reiterate why you’re the perfect fit for their team.
We think you need these skills to ace Financial Adviser - Abingdon - National Wealth Planning firm
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Adviser role. Highlight your experience, especially with client portfolios and any relevant qualifications like your CII level 4 Diploma and CAS status. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your skills align with our firm's goals. We love seeing genuine enthusiasm, so let your personality come through!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Whether it’s growing a client portfolio or hitting targets, we want to know how you've made an impact in your previous roles. Numbers and specific examples work wonders!
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’re considered for the role. Plus, it’s super easy – just follow the prompts and you’ll be set!
How to prepare for a job interview at MI Search Ltd
✨Know Your Numbers
As a financial adviser, you’ll need to demonstrate your understanding of financial metrics and client portfolios. Brush up on key figures related to the firm’s AUM and be ready to discuss how you can contribute to growing that number.
✨Showcase Your Qualifications
Make sure to highlight your CII level 4 Diploma and CAS status during the interview. If you're working towards Chartered status, mention this too! It shows your commitment to professional development and aligns with what they’re looking for.
✨Prepare Client Scenarios
Think of a few client scenarios you’ve successfully managed in the past. Be ready to discuss how you advised them, the strategies you implemented, and the outcomes. This will showcase your experience and ability to handle a portfolio effectively.
✨Emphasise Teamwork
Since the role includes administration and paraplanning support, it’s important to convey your ability to work well within a team. Share examples of how you’ve collaborated with others to achieve client goals or improve processes in previous roles.