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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.
The predicted salary is between 36000 - 60000 £ per year.
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 employer: Plus One Recruitment
Contact Detail:
Plus One Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Advisor
✨Tip Number 1
Networking is key! 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 contacts. You never know who might lead you to your next opportunity!
✨Tip Number 2
Showcase 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 opens up conversations that could lead to referrals or job opportunities.
✨Tip Number 3
Follow up! After meeting someone, drop them a quick message to say it was great to connect. This keeps you on their radar and shows you’re genuinely interested in building relationships. Plus, it’s a great way to remind them of your skills and experience.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Wealth Advisor role. Plus, applying directly shows your enthusiasm and commitment to joining our team. Let’s get you started on this exciting journey!
We think you need these skills to ace Wealth Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your background in financial services and any relevant achievements that showcase your ability to build client relationships and deliver tailored financial solutions.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for the Wealth Advisor role. Share specific examples of how you've successfully managed client portfolios and provided exceptional service, while also demonstrating your proactive attitude and passion for the industry.
Showcase Your Communication Skills: Since excellent communication is key in this role, make sure your application is clear and professional. Use a friendly tone, but keep it polished. This will give us a taste of how you interact with clients and colleagues alike.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates regarding your application status.
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. Be ready to discuss specific investment strategies and compliance regulations, as this will show that you’re not just a generalist but someone who understands the intricacies of the role.
✨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 times when you went above and beyond for a client and be ready to share those stories.
✨Demonstrate Your Proactivity
This role requires a proactive attitude, so come prepared with ideas on how you would generate leads and engage current clients. Discuss any innovative approaches you've used in previous roles to spot new opportunities or enhance client satisfaction.
✨Practice Your Communication
With excellent communication being crucial, practice articulating your thoughts clearly and confidently. Consider doing mock interviews with a friend or using video to record yourself, ensuring you convey professionalism and clarity, especially over the phone.
