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- Tasks: Join us as a Financial Adviser, providing tailored financial planning to clients across the UK.
- Company: Pinnacle Wealth Management is a leading firm in wealth management, part of the top 1% of FTSE 100 businesses.
- Benefits: Enjoy bespoke support, exceptional marketing, and a competitive financial package with ongoing mentorship.
- Why this job: This role offers a chance to build meaningful client relationships in a collaborative and supportive environment.
- Qualifications: We're looking for proactive, ambitious individuals with a customer-centric mindset and strong relationship-building skills.
- Other info: Receive comprehensive training and access to advanced technology to help you succeed.
The predicted salary is between 36000 - 60000 £ per year.
Are you an ambitious professional looking to progress your career? Since establishing in 2013, Pinnacle Wealth Management has helped people and businesses achieve their lifelong ambitions through high quality financial advice. Pinnacle Wealth have supported over 90 talented individuals who at the time, were struggling to find an opportunity in wealth management to build a career. Since then, Pinnacle Wealth Management have grown into an established Senior Partner Practice of St. James’s Place Wealth Management operating in the top 1% of the FTSE 100 business.
Operating in Canary Wharf, Pinnacle Wealth Management has further expansion plans and is looking for financial advisers to join and to provide holistic financial planning advice to private and corporate clients based across the UK. The business is seeking a highly motivated, ambitious, self-starter to join us in building quality, long-term relationships with clients.
Who we’re looking for:
- Proactive and Ambitious. To take the next steps on your career, can you demonstrate these traits?
- Customer centric approach and mindset.
- Proven experience of building strong customer relationships both over the phone and in person.
- The ability to engage successfully with new leads and new clients efficiently.
- Engage with and develop strong professional relationships with clients both in person and over the phone and develop a rapport to build an accurate understanding of their circumstances and financial objectives.
- Capability of working to a target efficiently and maximising the potential of every opportunity.
- A sufficient self-starter who can maximise the support structure behind you to achieve your aspirations and potential.
- A focus on best practice, strong team spirit, positive client outcomes and experience.
How Pinnacle Wealth Management will support you:
- We will provide bespoke support, to smooth your transition into our business.
- Existing client servicing opportunities with both private and corporate clients.
- Access to our distinctive approach to investment management.
- The St. James’s Place Advice Guarantee.
- Specialist advice and technical support.
- Exceptional marketing support, including client events.
- The power of the St. James’s Place brand.
- Streamlined administration allowing more face-to-face time with clients.
- You will receive all the support and training required to build your own business, network and client bank. This includes help with lead generation and the sales and marketing support you need.
- You will have the benefit of working with well-trained advice professionals using proven processes and the latest technology.
- Pinnacle Wealth Management will support you to ensure that client cases are processed efficiently and effectively. This will enable you to focus your time on generating face-to-face activity with clients, without being burdened with excessive administration.
- A highly competitive financial package, including strong initial advice and ongoing advice fee splits.
- The business has an established structure offering support, mentorship and development from a team of experienced advisers.
This is a fantastic opportunity for an experienced or aspiring financial adviser looking to take the next step in their career, working with a company that is committed to supporting you on your journey in a highly collaborative environment. An environment in which you can concentrate on what is important: providing true financial advice to clients to help them meet their needs and objectives.
If this sounds like the next step for you, please apply above.
Financial Adviser employer: Pinnacle Wealth Management
Contact Detail:
Pinnacle Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Research Pinnacle Wealth Management thoroughly. Understand their values, mission, and the specific services they offer. This knowledge will help you tailor your conversations and demonstrate your genuine interest in joining their team.
✨Tip Number 2
Network with current or former employees of Pinnacle Wealth Management. Engaging with them can provide valuable insights into the company culture and expectations, which can be beneficial during interviews.
✨Tip Number 3
Prepare to showcase your customer relationship skills. Think of specific examples where you've successfully built rapport with clients, as this is a key trait they are looking for in candidates.
✨Tip Number 4
Demonstrate your ambition and proactive nature during any interactions. Share your career goals and how you envision growing within the company, as they value self-starters who are eager to develop.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial advising and customer relationship management. Use specific examples that demonstrate your proactive and ambitious nature, as well as your ability to build strong client relationships.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for applying to Pinnacle Wealth Management. Emphasise your customer-centric approach and how your skills align with their values and goals. Mention your understanding of the wealth management industry and your eagerness to contribute.
Highlight Relevant Skills: In your application, clearly outline skills that are crucial for the role, such as effective communication, target-driven mindset, and the ability to engage with clients. Provide examples of how you've successfully used these skills in previous roles.
Showcase Your Ambition: Demonstrate your ambition and self-starter attitude in your application. Discuss your career goals and how joining Pinnacle Wealth Management aligns with your aspirations. This will show them you are serious about your professional development.
How to prepare for a job interview at Pinnacle Wealth Management
✨Show Your Proactivity
Demonstrate your proactive nature by sharing specific examples of how you've taken initiative in previous roles. This could include instances where you identified opportunities for improvement or went above and beyond to meet client needs.
✨Emphasise Customer Relationships
Prepare to discuss your experience in building strong customer relationships. Highlight any successful strategies you've used to engage clients, both over the phone and in person, and how these have led to positive outcomes.
✨Understand Their Business Model
Research Pinnacle Wealth Management and their approach to financial advice. Be ready to discuss how your skills align with their values and how you can contribute to their goal of providing holistic financial planning.
✨Prepare Questions
Have thoughtful questions ready to ask during the interview. This shows your genuine interest in the role and helps you understand how you can fit into their team and culture, as well as the support they offer.
