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- Tasks: Provide personalised financial guidance and manage client investment portfolios.
- Company: Leading business in the financial services sector with a focus on client relationships.
- Benefits: Hybrid working, 21 days annual leave, pension scheme, and quarterly fun days.
- Why this job: Make a real impact by delivering tailored financial solutions and building lasting client relationships.
- Qualifications: Experience as a Wealth or Financial Advisor with strong communication and networking skills.
- Other info: Fast-paced environment with opportunities for professional growth and development.
We’re looking for a Wealth or Financial Advisor with experience in Financial Services or Wealth Management who’s ready to make an impact!
Are you experienced in providing personalised financial guidance and managing client investment portfolios? Are you passionate about building long-term client relationships while delivering exceptional financial advisory services? Our client, a leading business in the financial services sector, is now seeking to hire an experienced Wealth Advisor to work Monday-Friday on a full-time, permanent basis.
You’ll thrive on building and nurturing strong client relationships, spotting new opportunities, and delivering smart, tailored financial solutions. From start to finish, you’ll take the lead on managing pensions and investments, always ensuring top-notch compliance, service, and integrity. This role is perfect for someone with a proactive, can-do attitude who thrives in a fast-paced environment and enjoys delivering exceptional client experiences.
You will also need excellent communication and networking skills, a professional telephone manner, and strong organisational abilities to manage cases efficiently and accurately.
Key Responsibilities:- Grow our client base by spotting new opportunities through referrals, networking, and marketing, while keeping current clients engaged with regular review meetings.
- Understand each client’s goals and confidently recommend smart, tailored financial solutions.
- Take the lead on delivering smooth, compliant pension and investment arrangements from start to finish.
- Represent the business with energy and professionalism, incorporating the business’s values every day.
- Proactively drive lead generation and keep momentum high.
- Provide top-quality financial advice that clients can trust and get excited about.
- Guide cases through the sales and completion process with efficiency and positivity.
- Build strong, lasting client relationships that feel genuinely rewarding.
- Maintain high compliance standards that keep everything safe, secure, and fully aligned with regulations.
- Uphold exceptional standards of service, product knowledge, integrity, and conduct, setting the bar high in everything you do.
- Previous or current experience as a Wealth or Financial Advisor.
- Proven background within a Financial Services or Wealth Management environment.
- Solid understanding of FCA regulations and compliance requirements.
- Frontline sales experience with expertise in networking and effective communication.
- Skilled at building strong, collaborative relationships with colleagues and clients.
- Confident, clear, and professional telephone manner.
- Proficient in MS Office applications.
- Exceptional organisation and administration abilities.
- High level of accuracy and attention to detail.
- Ability to maintain discretion and always uphold client confidentiality.
- Have a can-do attitude, be honest and a team player.
- Monday – Friday, 8:30am – 4:30pm/9am - 5pm
- Hybrid Working, after the probation period
- 21 Days Annual Leave, plus Bank Holidays + Christmas Off
- Pension Scheme
- Quarterly Fun Days
To express interest in this promising role, kindly forward your latest CV, detailing your present or most recent remuneration package and any notice period you might have.
Wealth Advisor in Heathcote employer: Plus One Recruitment
Contact Detail:
Plus One Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Advisor in Heathcote
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial services sector. Attend industry events, join relevant groups on LinkedIn, and don’t be shy about reaching out to potential clients or colleagues. Building those relationships can lead to referrals and new opportunities.
✨Tip Number 2
Show off your expertise! When you meet someone new, share your insights on market trends or investment strategies. This not only positions you as a knowledgeable Wealth Advisor but also sparks conversations that could lead to future business.
✨Tip Number 3
Follow up! After meeting someone, send a quick message to thank them for their time and keep the conversation going. Whether it’s sharing an article or just checking in, staying on their radar can help you build lasting relationships.
✨Tip Number 4
Apply through our website! We’re always on the lookout for passionate Wealth Advisors. By applying directly, you’ll get noticed faster and show us you’re serious about joining our team. Don’t miss out on the chance to make an impact!
We think you need these skills to ace Wealth Advisor in Heathcote
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Wealth Advisor role. Highlight your experience in financial services and any specific achievements that showcase your ability to build client relationships and deliver tailored financial solutions.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for financial advisory services and how your proactive attitude aligns with our values. Don’t forget to mention your understanding of FCA regulations!
Showcase Your Soft Skills: We’re looking for someone with excellent communication and networking skills. In your application, give examples of how you’ve built strong client relationships and maintained high compliance standards in your previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get you on the path to joining our team!
How to prepare for a job interview at Plus One Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services and wealth management. Understand the latest trends, regulations, and compliance requirements. This will not only help you answer questions confidently but also show that you're genuinely interested in the field.
✨Showcase Your Relationship Skills
Since building long-term client relationships is key, prepare examples of how you've successfully nurtured client connections in the past. Think about specific instances where your communication and networking skills made a difference. This will demonstrate your ability to engage clients effectively.
✨Be Proactive and Positive
Exude a can-do attitude during the interview. Share stories that highlight your proactive approach to spotting new opportunities and driving lead generation. Employers love candidates who can bring energy and positivity to their team, so let that shine through!
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This shows your interest in the role and the company. You might want to ask about their approach to client engagement or how they support their advisors in achieving compliance standards. It’s a great way to demonstrate your enthusiasm for the position.
