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For Companies At a Glance
- Tasks: Deliver bespoke financial advice and build long-term client relationships.
- Company: Dynamic financial services firm in Corsham with a focus on client trust.
- Benefits: Competitive salary, bonuses, and a permanent full-time contract.
- Why this job: Make a real impact by helping clients secure their financial futures.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and experience in investments and pensions.
- Other info: Join a supportive team and grow your career in a thriving industry.
The predicted salary is between 35000 - 70000 £ per year.
A financial services firm in Corsham is seeking an experienced Financial Adviser to deliver bespoke financial advice and build long-term relationships with clients. The role involves generating new business, ensuring compliance with FCA standards, and maintaining accurate advice records.
Ideal candidates should have a Level 4 Diploma in Regulated Financial Planning and strong experience in investments and pensions.
This position offers a permanent, full-time contract with a salary range of £35,000 - £70,000 plus bonuses.
Wealth Advisor (Hybrid) - Build Trusted Futures in Corsham employer: Peter Harding Wealth Management
Contact Detail:
Peter Harding Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Advisor (Hybrid) - Build Trusted Futures in Corsham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can introduce you to someone at a firm you're interested in.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially their approach to client relationships. Be ready to discuss how your experience aligns with their needs, particularly in generating new business and ensuring compliance.
✨Tip Number 3
Showcase your expertise! Bring along examples of your past successes in investments and pensions during interviews. This will help demonstrate your ability to deliver bespoke financial advice and build trusted futures for clients.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find and apply for roles that match your skills. Plus, it shows you're serious about joining our team and helps us keep track of your application.
We think you need these skills to ace Wealth Advisor (Hybrid) - Build Trusted Futures in Corsham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial advising, especially with investments and pensions. We want to see how you’ve built long-term relationships with clients, so don’t hold back on those success stories!
Showcase Your Qualifications: Since a Level 4 Diploma in Regulated Financial Planning is key for this role, make it prominent in your application. We’re looking for candidates who meet the FCA standards, so let’s make sure that shines through!
Be Clear and Concise: When writing your cover letter, keep it straightforward. We appreciate clarity, so get straight to the point about why you’re the perfect fit for the Wealth Advisor role. Remember, we love a good story, but brevity is key!
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 a few clicks and you’re done!
How to prepare for a job interview at Peter Harding Wealth Management
✨Know Your Stuff
Make sure you brush up on your knowledge of investments and pensions. Be ready to discuss specific products and strategies you've used in the past. This will show that you’re not just qualified, but also passionate about helping clients build their financial futures.
✨Build Rapport
Since this role is all about building long-term relationships, practice how you can connect with your interviewers. Use open body language, maintain eye contact, and be genuinely interested in their questions. This will help demonstrate your ability to foster trust with clients.
✨Compliance is Key
Familiarise yourself with FCA standards and regulations relevant to the role. Be prepared to discuss how you ensure compliance in your previous roles. This shows that you take your responsibilities seriously and understand the importance of adhering to industry standards.
✨Showcase Your Success
Prepare examples of how you've generated new business in the past. Use specific metrics or success stories to illustrate your achievements. This will not only highlight your experience but also your proactive approach to growing client relationships.
