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For Companies At a Glance
- Tasks: Meet with clients to provide personalized financial planning and advice.
- Company: Join a trusted firm specializing in unique wealth management solutions for over 20 years.
- Benefits: Enjoy hybrid working, 35 days paid holidays, and a competitive salary with bonuses.
- Why this job: Build meaningful relationships while making a real impact on clients' financial futures.
- Qualifications: 5+ years of advisory experience and Level 4 qualification required.
- Other info: Opportunity for both employed and self-employed roles with a client bank provided.
The predicted salary is between 43200 - 72000 £ per year.
Job Description We are seeking an experienced and seasoned Senior Financial Advisor to join our wealth management team. In addition to reviewing client goals, existing attitude towards risk, and portfolio performance on a regular basis, the Senior Financial Advisor’s primary responsibilities include meeting with clients regularly. In order to provide clients with the very best advisory services, a Senior Financial Advisor must provide thoughtful, personalised financial planning advice and enjoy getting to know their families and their unique goals. As part of the job, you will meet with and recruit prospective and new clients and develop relationships with professionals that will result in new client referrals for the business. Meeting with clients regularly and delivering trusted financial advice while understanding each client’s goals is the most important aspect of the job. Advice for Life Financial Planning specializes in delivering wealth management solutions that are as unique and individual as our clients. Our team includes financial advisors and mortgage advisers, as well as a client service and operations team. Over the past 20 years, the firm has focused on providing trusted financial advice that always serves the client’s best interests. Experience & Qualifications: Ideally 5+ years of experience in financial advisory work Must be a designated Level 4 q…
Senior Financial Adviser employer: Quilter Financial Planning
Contact Detail:
Quilter Financial Planning Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Adviser
✨Tip Number 1
Networking is key in the financial advisory field. Attend industry events, join local business groups, and connect with professionals on platforms like LinkedIn to build relationships that could lead to client referrals.
✨Tip Number 2
Showcase your expertise by sharing valuable insights and advice through social media or blogs. This not only positions you as a knowledgeable advisor but also helps attract potential clients who resonate with your approach.
✨Tip Number 3
Consider reaching out to existing clients for testimonials or referrals. Happy clients are often willing to recommend you to their friends and family, which can significantly expand your client base.
✨Tip Number 4
Stay updated on market trends and financial regulations. Being well-informed allows you to provide the best advice to your clients and demonstrates your commitment to their financial well-being.
We think you need these skills to ace Senior Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial advisory work, especially focusing on your 5+ years of experience and any Level 4 qualifications. Use specific examples that demonstrate your ability to meet client goals and manage portfolios.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for personalized financial planning. Discuss how you enjoy building relationships with clients and your approach to understanding their unique goals. Mention your networking skills and how they can benefit the firm.
Highlight Communication Skills: Since excellent oral and written communication capabilities are crucial for this role, provide examples in your application that demonstrate your ability to communicate complex financial concepts clearly and effectively to clients.
Showcase Your IT Skills: If you have good IT skills, make sure to mention them in your application. Highlight any relevant software or tools you are proficient in that can aid in financial planning and client management.
How to prepare for a job interview at Quilter Financial Planning
✨Showcase Your Experience
Be prepared to discuss your 5+ years of experience in financial advisory work. Highlight specific examples where you successfully met client goals and provided personalized financial planning advice.
✨Demonstrate Networking Skills
Since developing new client relationships is crucial, share instances where you've effectively networked or received referrals. This will show your ability to build and maintain professional relationships.
✨Communicate Clearly
Excellent oral and written communication skills are essential for this role. Practice articulating your thoughts clearly and concisely, especially when discussing complex financial concepts.
✨Emphasize Client-Centric Approach
Make sure to convey your understanding of the importance of a client-centric approach. Discuss how you prioritize clients' unique goals and how you tailor your advice to meet their individual needs.
