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- Tasks: Provide holistic financial advice and support investment professionals in client relationships.
- Company: Join Mason Cole Wealth Management, a reputable firm in Bury, dedicated to client success.
- Benefits: Enjoy a competitive remuneration package and comprehensive back-office support.
- Why this job: Be part of a collaborative team that values professionalism and adaptability while making a real impact.
- Qualifications: Must hold a UK Level 4 Diploma in Financial Advice and have a transferable client bank.
- Other info: Ideal for those with industry sales experience and strong interpersonal skills.
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
- Diploma in Financial Advice
- Some Industry Sales experience
- Strong understanding of the investment business
- Excellent interpersonal skills
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 Adviser - Pensions and Investments employer: Quilter Financial Planning
Contact Detail:
Quilter Financial Planning Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser - Pensions and Investments
✨Tip Number 1
Network with other financial professionals in your area, especially those who are already working at Mason Cole Wealth Management or similar firms. Attend local finance events or seminars to build relationships and gain insights into the company culture.
✨Tip Number 2
Prepare to discuss your transferable client bank in detail during interviews. Be ready to explain how your existing relationships can benefit Mason Cole Wealth Management and how you plan to grow that client base further.
✨Tip Number 3
Stay updated on the latest trends and regulations in the pensions and investments sector. This knowledge will not only help you in interviews but also demonstrate your commitment to providing informed advice to clients.
✨Tip Number 4
Showcase your interpersonal skills by preparing examples of how you've successfully built client relationships in the past. Highlight your ability to listen and adapt to client needs, as these are crucial for a Financial Adviser role.
We think you need these skills to ace Financial Adviser - Pensions and Investments
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 examples of your existing client relationships and how you have successfully managed them in the past.
Demonstrate Your Skills: In your application, provide concrete examples that showcase your skills in analysing financial data, teamwork, and communication. Use bullet points to make these stand out.
Tailor Your Cover Letter: Craft a personalised cover letter that addresses Mason Cole Wealth Management directly. Mention why you are interested in their firm and how your experience aligns with their needs.
How to prepare for a job interview at Quilter Financial Planning
✨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 Relationship Skills
Since a transferable client bank is essential, be ready to talk about your previous client relationships. Share examples of how you've built trust and maintained confidentiality, as well as how you've adapted your approach to meet diverse client needs.
✨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 analyse hypothetical scenarios to demonstrate your analytical skills.
✨Emphasise Team Collaboration
Mason Cole Wealth Management values teamwork, so be prepared to discuss your experience working collaboratively with other professionals. Share examples of how you've contributed to team success and supported colleagues in cultivating client relationships.
