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- Tasks: Provide tailored wealth planning and investment advice to help clients reach their financial goals.
- Company: Join a leading banking institution with a strong reputation in customer service.
- Benefits: Competitive salary, professional development, and opportunities for career advancement.
- Why this job: Make a real difference in clients' lives while working in a dynamic team environment.
- Qualifications: Must have a level 4 financial planning qualification and experience in investment advice.
- Other info: Positions available in London, Manchester, and Birmingham.
The predicted salary is between 43200 - 72000 £ per year.
A leading Banking Institution is looking for a Senior Wealth Planner across various locations in the UK, including London. In this role, you will provide bespoke wealth planning and investment advice to help customers achieve their financial goals. You are expected to maintain high customer service standards and work closely with the Wealth acquisition team.
A financial planning qualification (minimum level 4) is essential, along with experience in investment advice and risk management.
Senior Wealth Planner | London, Manchester, Birmingham employer: MW Recruitment Limited
Contact Detail:
MW Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Wealth Planner | London, Manchester, Birmingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work in wealth planning. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of investment strategies and risk management. We recommend practising common interview questions with a friend to boost your confidence.
✨Tip Number 3
Showcase your customer service skills during interviews. Share specific examples of how you've helped clients achieve their financial goals in the past. This will demonstrate your ability to maintain high standards.
✨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 are proactive about their job search.
We think you need these skills to ace Senior Wealth Planner | London, Manchester, Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in wealth planning and investment advice. We want to see how your skills align with the role, so don’t be shy about showcasing your financial planning qualifications and any relevant achievements.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about helping customers achieve their financial goals. We love seeing genuine enthusiasm, so let your personality come through while keeping it professional.
Showcase Customer Service Skills: Since maintaining high customer service standards is key for us, make sure to include examples of how you've excelled in this area. Whether it’s resolving client issues or going the extra mile, we want to know how you’ve made a difference.
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 on your way!
How to prepare for a job interview at MW Recruitment Limited
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge, especially around investment advice and risk management. Be ready to discuss specific strategies you've used in the past to help clients achieve their financial goals.
✨Showcase Your Customer Service Skills
Since maintaining high customer service standards is key, think of examples where you've gone above and beyond for a client. Prepare to share these stories during the interview to demonstrate your commitment to excellent service.
✨Understand the Company Culture
Research the banking institution's values and culture. This will help you tailor your answers to show how you align with their mission and how you can contribute to their Wealth acquisition team.
✨Prepare Questions to Ask
Have a few thoughtful questions ready to ask at the end of the interview. This shows your genuine interest in the role and helps you assess if the company is the right fit for you. Consider asking about their approach to wealth planning or how they support their advisors in achieving success.
