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- Tasks: Advise high-net-worth clients and manage a substantial client bank.
- Company: Award-winning Chartered Wealth Management firm in the North-West.
- Benefits: Competitive salary, bonuses, and comprehensive benefits package.
- Why this job: Join a friendly team and make a real impact on clients' financial futures.
- Qualifications: Experience in financial advising and strong communication skills.
- Other info: Flexible hybrid working model with excellent career growth opportunities.
The predicted salary is between 80000 - 90000 £ per year.
A senior Financial Advisor role in a well-established, award winning, highly reputable Chartered Wealth Management firm based in the North-West. Join a friendly, successful team.
Client Book Advisory responsibilities for a client bank of up to £50m of assets of high-net-worth individuals.
Location - North-West (Cheshire) Office location in Cheshire, with a flexible hybrid model. Base negotiable £80,000 to £90,000 plus bonus, on target £120,000 - £140,000. Hybrid working arrangement is available.
Comprehensive benefits package.
The firm currently has the capacity to recruit an experienced Senior Financial Advisor to advise a client bank of up to £50m of assets of high-net-worth individuals. The current client bank consists of long standing and loyal clients of the company due to the retirement of a senior financial planner. If you have transferable clients, this is of course advantageous.
As a senior employee you will be expected to take a proactive and responsible approach to prospecting and contacting potential clients in accordance with the company business plan. You must have strong communication skills and be adept at helping clients understand the complex solutions that they will benefit from. It is expected that you will continue to develop and forge strong relationships with their clients and maintain them to a high standard over time. This must be done in such a way as to ensure that the firm's client and service propositions are delivered in an efficient and robust way, whilst maintaining high levels of risk management and operational effectiveness.
Key responsibilities and accountabilities:
- Prospecting and contacting potential clients in accordance with the firm's business plan.
- Making sure relevant CPD is maintained and recorded accurately, keeping up to date with relevant regulatory, product, legislative and technical requirements.
- Maintaining all standards of performance as required by the firm.
- Making sure a current statement of professional standing (SPS) is always held.
- Obtaining and maintaining the level of competence as required by the firm at the same time complying with the Financial Services and Markets Act 2000, the FCA conduct rules.
- Making sure all clients are contacted in a professional and courteous way in accordance with the agreed level of services offered.
- Making sure sufficient client information is obtained and recorded before any recommendation is made.
- Making sure suitable recommendations are always made and propose financial solutions that meet each client's goals and objectives.
Financial Advisor in Knutsford employer: Rayment Recruitment
Contact Detail:
Rayment Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor in Knutsford
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join local finance groups, or even hit up LinkedIn. The more people you know, the better your chances of landing that Financial Advisor role.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your communication skills and client relationship management. Share examples of how you've helped clients understand complex financial solutions – it’ll show you’re the right fit for their team!
✨Be Proactive
Don’t just wait for job openings to pop up. Reach out to firms directly, even if they’re not advertising a position. Express your interest and let them know how you can add value to their team. We love proactive candidates!
✨Apply Through Our Website
If you see a role that catches your eye, apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for talented Financial Advisors like you to join our award-winning team.
We think you need these skills to ace Financial Advisor in Knutsford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Advisor role. Highlight your experience with high-net-worth individuals and any transferable clients you might have. We want to see how your skills align with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our friendly team. Share your passion for wealth management and how you can contribute to our success.
Showcase Your Communication Skills: As a Financial Advisor, strong communication is key. In your application, demonstrate how you've effectively communicated complex financial solutions in the past. We love seeing real examples!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Rayment Recruitment
✨Know Your Numbers
As a Financial Advisor, you’ll need to demonstrate your understanding of financial metrics and client management. Brush up on key figures related to asset management, especially those relevant to high-net-worth individuals. Be ready to discuss how you've successfully managed client portfolios in the past.
✨Showcase Your Communication Skills
Strong communication is crucial in this role. Prepare to explain complex financial concepts in simple terms. Think of examples where you've helped clients understand their options or made a significant impact through effective communication. This will show that you can build strong relationships with clients.
✨Demonstrate Proactivity
The firm values a proactive approach to prospecting. Come prepared with ideas on how you would attract new clients and maintain existing relationships. Share specific strategies you've used in the past to grow your client base or enhance client satisfaction.
✨Stay Updated on Regulations
Make sure you're familiar with the latest regulatory requirements and industry standards. Discuss how you keep your knowledge current, such as through CPD activities. This shows that you take compliance seriously and are committed to maintaining high professional standards.