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For Companies At a Glance
- Tasks: Provide expert financial advice and create tailored recommendations for clients.
- Company: A growing financial planning business in East Anglia with a supportive team.
- Benefits: Competitive salary, full support, and warm leads to boost your success.
- Why this job: Join a dynamic team and make a real difference in clients' financial lives.
- Qualifications: Over 5 years of client-facing experience and strong knowledge in pensions and investments.
- Other info: Great opportunity for career growth in a thriving industry.
The predicted salary is between 36000 - 60000 £ per year.
A growing financial planning business in East Anglia is seeking an experienced Financial Adviser. In this role, you will provide holistic financial planning advice to a loyal client base while working closely with support teams.
Responsibilities include:
- Preparing tailored recommendations
- Identifying new business opportunities
The ideal candidate should have over 5 years of experience in a client-facing role and strong technical knowledge in pensions and investments. A competitive salary and benefits package is offered.
Wealth Adviser: High Earnings, Full Support, Warm Leads employer: Prospections (International) Limited
Contact Detail:
Prospections (International) Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Adviser: High Earnings, Full Support, Warm Leads
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for new opportunities. You never know who might have a lead or can introduce you to someone at a growing firm.
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge, especially around pensions and investments. We want you to feel confident discussing tailored recommendations and showcasing your expertise!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your interest in the role. It keeps you fresh in their minds and shows your enthusiasm.
✨Tip Number 4
Apply through our website for the best chance at landing that Wealth Adviser role! We’ve got all the resources you need to make your application stand out, so take advantage of it and get your foot in the door.
We think you need these skills to ace Wealth Adviser: High Earnings, Full Support, Warm Leads
Some tips for your application 🫡
Showcase Your Experience: Make sure to highlight your 5+ years of experience in client-facing roles. We want to see how your background aligns with the responsibilities of providing holistic financial planning advice.
Tailor Your Recommendations: When preparing your application, think about how you can tailor your recommendations to fit our loyal client base. We love seeing candidates who can demonstrate their ability to create personalised financial strategies.
Highlight Technical Knowledge: Don’t forget to emphasise your strong technical knowledge in pensions and investments. We’re looking for someone who can hit the ground running, so let us know what makes you an expert in these areas!
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 to know you better!
How to prepare for a job interview at Prospections (International) Limited
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions and investments. Be ready to discuss specific cases where you've successfully advised clients, as this will show your expertise and experience in a client-facing role.
✨Tailor Your Approach
Since the role involves preparing tailored recommendations, think about how you can personalise your answers during the interview. Use examples from your past experiences that highlight your ability to adapt your advice to meet individual client needs.
✨Showcase Your Support Skills
This position requires working closely with support teams, so be prepared to discuss how you've collaborated with others in previous roles. Highlight any instances where teamwork led to successful outcomes for clients, demonstrating your ability to work well within a team.
✨Identify Opportunities
The job mentions identifying new business opportunities, so come prepared with ideas or strategies you've used in the past to grow your client base. This shows initiative and a proactive approach, which is key in a growing financial planning business.
