Senior Financial Advisor – UK Pensions & Investments
Senior Financial Advisor – UK Pensions & Investments

Senior Financial Advisor – UK Pensions & Investments

Full-Time 43200 - 72000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Advise clients on UK pensions and investment products to help them achieve their financial goals.
  • Company: Leading wealth management firm with a strong reputation in the industry.
  • Benefits: Competitive salary, performance bonuses, and flexible working options.
  • Why this job: Join a dynamic team and make a real difference in clients' financial futures.
  • Qualifications: CII Level 4 qualification and 5+ years of experience in financial advising.
  • Other info: Opportunity to work from London or overseas offices with excellent career progression.

The predicted salary is between 43200 - 72000 £ per year.

A leading wealth management company is seeking a qualified Financial Advisor in London. The ideal candidate will have a CII qualification at Level 4 or higher and at least 5 years of experience in selling investment products while having a strong understanding of UK pensions.

This role offers a competitive salary and performance-based bonuses with the possibility to work from London or one of the client's overseas offices.

Senior Financial Advisor – UK Pensions & Investments employer: Norman Alex

As a leading wealth management company, we pride ourselves on fostering a dynamic and inclusive work culture that prioritises employee growth and development. Our London office offers competitive salaries, performance-based bonuses, and the flexibility to work from various locations, ensuring our team members can thrive both professionally and personally in a supportive environment.
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Contact Detail:

Norman Alex Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Senior Financial Advisor – UK Pensions & Investments

Tip Number 1

Network like a pro! Reach out to your connections in the finance world, especially those who work in wealth management. A friendly chat can lead to insider info about job openings that aren’t even advertised yet.

Tip Number 2

Prepare for interviews by brushing up on your knowledge of UK pensions and investment products. We all know that confidence is key, so practice common interview questions and have your success stories ready to share.

Tip Number 3

Don’t just apply anywhere; focus on companies that align with your values and career goals. Use our website to find roles that excite you and tailor your approach to each one. It shows you’re genuinely interested!

Tip Number 4

Follow up after interviews! A quick thank-you email can set you apart from other candidates. It’s a great way to reiterate your interest in the role and remind them why you’re the perfect fit.

We think you need these skills to ace Senior Financial Advisor – UK Pensions & Investments

CII Qualification Level 4 or higher
Experience in selling investment products
Strong understanding of UK pensions
Wealth management expertise
Client relationship management
Financial planning skills
Regulatory knowledge
Analytical skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your CII qualification and relevant experience in selling investment products. We want to see how your skills align with the role, so don’t be shy about showcasing your achievements!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Senior Financial Advisor role. We love seeing your personality come through, so feel free to share your passion for UK pensions and investments.

Showcase Your Experience: With at least 5 years of experience required, make sure to detail your past roles and responsibilities. We’re looking for specific examples of how you’ve successfully sold investment products and navigated the complexities of UK pensions.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!

How to prepare for a job interview at Norman Alex

Know Your Stuff

Make sure you brush up on your knowledge of UK pensions and investment products. Be ready to discuss specific cases where you've successfully sold these products, as well as any relevant regulations or market trends.

Showcase Your Experience

With at least 5 years in the field, you’ve got plenty of experience to draw from. Prepare examples that highlight your achievements and how you've helped clients achieve their financial goals. This will demonstrate your value to the company.

Understand the Company

Research the wealth management company thoroughly. Know their values, services, and recent news. This will not only help you tailor your answers but also show your genuine interest in the role and the company.

Ask Insightful Questions

Prepare thoughtful questions to ask at the end of the interview. Inquire about their approach to client relationships or how they measure success in this role. This shows you're engaged and thinking about how you can contribute.

Senior Financial Advisor – UK Pensions & Investments
Norman Alex
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  • Senior Financial Advisor – UK Pensions & Investments

    Full-Time
    43200 - 72000 £ / year (est.)
  • N

    Norman Alex

    50-100
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