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For Companies At a Glance
- 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 dedicated back-office support.
- Why this job: Make a real impact by helping clients with their financial futures.
- 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 (Investments / Pensions) (Permanent) employer: Quilter Financial Planning
Contact Detail:
Quilter Financial Planning Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor (Investments / Pensions) (Permanent)
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as Financial Advisors. Attend local finance-related events or seminars to meet potential colleagues and clients, which can help you build your transferable client bank.
✨Tip Number 2
Familiarise yourself with the specific investment products and pension schemes that Mason Cole Wealth Management offers. This knowledge will not only help you during interviews but also demonstrate your genuine interest in the firm and its services.
✨Tip Number 3
Prepare to discuss your previous client relationships and how you've successfully managed them. Highlight your ability to provide holistic financial advice and how you’ve adapted your strategies to meet diverse client needs.
✨Tip Number 4
Showcase your interpersonal skills by engaging in mock interviews or role-playing scenarios with friends or mentors. This practice can help you articulate your thoughts clearly and confidently, which is crucial for a client-facing role like this one.
We think you need these skills to ace Financial Advisor (Investments / Pensions) (Permanent)
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, include specific details about your existing client relationships and how they can benefit Mason Cole Wealth Management. This will demonstrate your value right from the start.
Demonstrate Your Skills: In your application, provide examples of how you've used your skills in understanding complex information, team building, and client communication. Use specific scenarios to illustrate your proficiency and adaptability in previous roles.
Tailor Your Cover Letter: Craft a personalised cover letter that addresses Mason Cole Wealth Management directly. Mention why you are interested in this position and how your experience aligns with their needs, particularly in providing holistic financial advice.
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 assess your understanding of complex financial data and investment strategies. Brush up on current market trends and be ready to explain how you would analyse and present this information to clients.
✨Exhibit Strong Interpersonal Skills
Given the importance of communication in this role, practice articulating your thoughts clearly and confidently. Use examples from your past experiences to demonstrate your ability to listen actively and build rapport with clients.
