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- Tasks: Provide holistic financial advice and build client relationships.
- Company: Join Mason Cole Wealth Management, a reputable firm in Bury.
- Benefits: Enjoy a competitive salary and back-office support.
- Why this job: Make a real impact while working in a collaborative and professional environment.
- 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 Advisor employer: Quilter Financial Planning
Contact Detail:
Quilter Financial Planning Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with other financial professionals in your area. Attend local finance-related events or join online forums to connect with potential colleagues and clients. This can help you build relationships that may lead to referrals.
✨Tip Number 2
Showcase your expertise by sharing insights on financial topics through social media or a personal blog. This not only demonstrates your knowledge but also helps you establish credibility in the industry, making you more attractive to employers.
✨Tip Number 3
Prepare for interviews by researching Mason Cole Wealth Management thoroughly. Understand their values, services, and client base so you can tailor your responses to align with their goals and demonstrate how you can contribute to their success.
✨Tip Number 4
Leverage your existing client bank effectively. Be ready to discuss how your current clients can transition to Mason Cole Wealth Management and how you can maintain those relationships while expanding their client base.
We think you need these skills to ace Financial Advisor
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 don't let it get buried in your application.
Showcase Your Client Bank: Since having a transferable client bank is essential, clearly outline your existing client relationships and how they can benefit Mason Cole Wealth Management. Use specific examples to demonstrate your success in maintaining and growing these relationships.
Demonstrate Your Skills: In your application, provide concrete examples of how you've used your skills in understanding complex information, teamwork, and client communication. Tailor your experiences to reflect the skills mentioned in the job description.
Craft a Compelling Cover Letter: Write a personalised cover letter that not only summarises your qualifications but also expresses your enthusiasm for the role and the company. Mention why you want to work with Mason Cole Wealth Management specifically and how you align with their values.
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 the clients you'll be working with.
✨Demonstrate Your Client Management Skills
Since a transferable client bank is essential, come ready to discuss your existing client relationships. Share examples of how you've successfully managed these relationships and how you plan to leverage them in your new role.
✨Prepare for Technical Questions
Expect questions that test your understanding of complex financial data and investment strategies. Brush up on recent 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 sure to share experiences where you've successfully collaborated with others. Highlight your ability to work alongside investment professionals and how you can contribute to a positive team environment.
