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For Companies At a Glance
- Tasks: Provide tailored financial advice to high-net-worth clients in a collaborative environment.
- Company: Join a respected boutique investment management firm with a focus on client success.
- Benefits: Enjoy hybrid-remote work, travel opportunities, and a supportive team culture.
- Why this job: Make a real impact by helping clients achieve their financial goals while growing your expertise.
- Qualifications: 10+ years as a Financial Adviser, Level 6 qualified or Chartered status preferred.
- Other info: Regular travel required to offices in London, Birmingham, and York.
The predicted salary is between 43200 - 72000 £ per year.
Financial Adviser
A well-regarded boutique investment management firm is seeking an experienced, client-focused Financial Adviser to join its growing Financial Planning and Advisory team. This full-time, permanent role is hybrid-remote, with regular travel required to offices in London, Birmingham, and York.
The Role
An excellent opportunity for a seasoned adviser to provide holistic financial planning to high-net-worth clients. The role involves delivering tailored advice across pensions, tax, estate planning, and investments within a collaborative, consultative environment.
Key Responsibilities:
- Deliver personalised financial advice across key areas.
- Build and maintain strong client relationships through regular reviews.
- Conduct fact-finding meetings and develop bespoke strategies.
- Ensure compliance with regulatory and internal standards.
- Collaborate with the Investment Management team on integrated solutions.
- Attend regular meetings at offices in London, Birmingham, and York.
- Support client acquisition through referrals and networking.
About You:
- Minimum 10 years experience as a Financial Adviser.
- Level 6 qualified or Chartered status preferred.
- Proven success advising high-net-worth clients.
- Strong knowledge of pensions, tax planning, and estate strategies.
- Excellent communication and relationship-building skills.
- Willingness and ability to travel regularly within the UK.
- Experience in a boutique or private wealth setting desirable.
- Familiarity with financial planning tools such as Voyant or CashCalc is a plus.
Financial Advisor in Birmingham employer: Pratap Partnership Ltd
Contact Detail:
Pratap Partnership Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor in Birmingham
✨Tip Number 1
Network with professionals in the financial advisory sector, especially those who work with high-net-worth clients. Attend industry events or seminars in Birmingham to connect with potential colleagues and clients, which can help you gain insights into the firm's culture and client expectations.
✨Tip Number 2
Familiarise yourself with the latest financial planning tools like Voyant or CashCalc. Being proficient in these tools can set you apart from other candidates and demonstrate your commitment to providing tailored advice.
✨Tip Number 3
Prepare for the interview by researching the firm’s approach to financial planning and their client base. Understanding their values and how they differentiate themselves in the market will allow you to tailor your responses and show that you're a great fit for their team.
✨Tip Number 4
Highlight your experience in building and maintaining client relationships during discussions. Share specific examples of how you've successfully managed high-net-worth clients and the strategies you've implemented to ensure their satisfaction and loyalty.
We think you need these skills to ace Financial Advisor in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Adviser, especially your work with high-net-worth clients. Emphasise your qualifications, such as Level 6 or Chartered status, and any relevant financial planning tools you are familiar with.
Craft a Compelling Cover Letter: Write a cover letter that showcases your client-focused approach and your ability to deliver personalised financial advice. Mention specific examples of how you've built strong client relationships and your success in advising on pensions, tax, and estate planning.
Highlight Relevant Experience: In your application, focus on your minimum 10 years of experience as a Financial Adviser. Detail your achievements in previous roles, particularly in a boutique or private wealth setting, to demonstrate your suitability for the position.
Show Enthusiasm for Travel: Since the role requires regular travel to various offices, express your willingness and ability to travel within the UK. This shows your commitment to the role and your readiness to engage with clients across different locations.
How to prepare for a job interview at Pratap Partnership Ltd
✨Showcase Your Experience
With a minimum of 10 years as a Financial Adviser, it's crucial to highlight your relevant experience. Prepare specific examples of how you've successfully advised high-net-worth clients and the strategies you've implemented in areas like pensions and tax planning.
✨Demonstrate Relationship-Building Skills
Since building strong client relationships is key, be ready to discuss how you maintain these connections. Share anecdotes about regular reviews or client feedback that showcase your ability to foster trust and rapport.
✨Familiarise Yourself with Financial Tools
If you have experience with financial planning tools like Voyant or CashCalc, make sure to mention it. If not, consider doing a bit of research on these tools to show your willingness to learn and adapt to new technologies.
✨Prepare for Compliance Questions
Given the importance of compliance in this role, be prepared to discuss how you ensure adherence to regulatory standards. Think of examples where you've navigated compliance challenges and how you keep up-to-date with industry regulations.
