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For Companies At a Glance
- Tasks: Provide holistic financial advice and build client relationships.
- Company: Join Mason Cole Wealth Management, a reputable firm in Bury.
- Benefits: Enjoy a competitive salary and back-office support.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Must hold a UK Level 4 Diploma in Financial Advice and have a transferable client bank.
- Other info: Ideal for experienced advisers looking to grow in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
CANDIDATES MUST HOLD UK LEVEL 4 DIPLOMA IN FINANCIAL ADVICE AND HAVE A TRANSFERRABLE CLIENT BANK.
One of Quilter's partner firms, Mason Cole Wealth Management, based in the Bury area, is currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationships.
Skills:
- Understanding complex information - Analysing financial data
- Team building - Collaboration
- Consistency - Proficiency
- Professionalism - Adaptability
- Research and analysis - Client confidentiality
- Listening and communication - Record keeping
Qualifications:
- Diploma in Financial Advice
- Some Industry Sales experience
- Strong understanding of the investment business
- Excellent interpersonal skills
Benefits:
- Competitive remuneration package
- Back-office support
Mason Cole Wealth Management
Lester House
21 Broad Street
Bury
BL9 0DA
Financial Advisor (Bury) employer: Placed
Contact Detail:
Placed Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor (Bury)
✨Tip Number 1
Network with professionals in the financial sector, especially those who are already working at Mason Cole Wealth Management or similar firms. Attend local finance-related events or seminars in Bury to make connections and learn more about the company culture.
✨Tip Number 2
Showcase your transferable client bank during informal conversations or networking events. Be prepared to discuss how your existing relationships can benefit Mason Cole Wealth Management and their clients.
✨Tip Number 3
Familiarise yourself with the latest trends and regulations in the financial advisory industry. This knowledge will not only help you in interviews but also demonstrate your commitment to staying informed and providing the best advice to clients.
✨Tip Number 4
Prepare to discuss specific examples of how you've successfully built client relationships in the past. Highlight your interpersonal skills and adaptability, as these are crucial for a role that involves providing holistic financial advice.
We think you need these skills to ace Financial Advisor (Bury)
Some tips for your application 🫡
Highlight Relevant Qualifications: Make sure to prominently feature your UK Level 4 Diploma in Financial Advice in your CV and cover letter. This is a key requirement for the role, so it should be easily visible.
Showcase Your Client Bank: Since having a transferable client bank is essential, include specific details about your existing client relationships and how they can benefit Mason Cole Wealth Management.
Demonstrate Your Skills: In your application, provide examples of how you have used your skills in understanding complex information, team building, and client communication in previous roles. Tailor these examples to reflect the responsibilities mentioned in the job description.
Craft a Strong Cover Letter: Write a compelling cover letter that not only outlines your qualifications but also expresses your enthusiasm for the role and the company. Mention why you are a good fit for Mason Cole Wealth Management and how you can contribute to their success.
How to prepare for a job interview at Placed
✨Showcase Your Qualifications
Make sure to highlight your UK Level 4 Diploma in Financial Advice during the interview. Be prepared to discuss how your qualifications have equipped you to provide holistic financial advice and how they relate to the specific needs of Mason Cole Wealth Management.
✨Demonstrate Your Client Bank
Since a transferable client bank is essential for this role, come ready to discuss your existing client relationships. Share examples of how you've successfully managed these relationships and how you plan to leverage them in your new position.
✨Prepare for Technical Questions
Expect questions that assess your understanding of complex financial data and investment strategies. Brush up on current market trends and be ready to explain how you would analyse and present this information to clients.
✨Emphasise Interpersonal Skills
Mason Cole Wealth Management values excellent interpersonal skills. Prepare to share examples of how you've built rapport with clients and collaborated with colleagues. Highlight your listening skills and adaptability in various situations.
