At a Glance
- Tasks: Provide independent financial advice and nurture client relationships in a supportive environment.
- Company: Join a growing wealth management firm with a friendly team in Birmingham.
- Benefits: Enjoy competitive salary, generous holiday, bonus scheme, and study support.
- Other info: Dynamic workplace with excellent growth opportunities and a focus on career happiness.
- Why this job: Take your financial advising career to the next level with a ready client bank.
- Qualifications: Experience as a Financial Adviser and strong communication skills required.
The predicted salary is between 45000 - 50000 £ per year.
Are you an experienced financial adviser ready to take the next step in your career? Recruit UK are seeking a qualified Financial Adviser to join our successful and growing wealth management client, in their Birmingham office. This role is a Desk Based Adviser role, with a readily available client bank for you to inherit and nurture and service. It’s a fantastic opportunity for someone with quality skills around maintaining client relationships and growing them. My client offers fully independent holistic financial advice, across investments, pensions and much more. If you are an adviser who is ready for a new challenge and to utilise their client servicing skills, please don’t hesitate to get in touch.
Benefits:
- 23 days holiday (plus bank holidays and increases with service)
- Salaries up to £50,000 (dependent on skill set, qualifications and experience)
- Lovely office in a friendly team
- 25 days holiday plus bank holidays
- Additional day off for your birthday
- Bonus scheme
- Parking provided
- Pension contribution
- DIS
- Study and exam support
Skills and experience required:
- Previous experience as a Financial Adviser within a wealth management company
- Strong relationship management skills
- Excellent communication skills both written and verbal
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Wealth Management Firm in Birmingham on a Desk Based Adviser role.
Our commitment to you:
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position.
- Take a holistic mindfulness approach - career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.
Desk Based Adviser employer: Recruit UK
Join a thriving wealth management firm in Birmingham, where you will benefit from a supportive work culture that prioritises employee growth and development. With a competitive salary of up to £50,000, generous holiday allowances, and a bonus scheme, this role as a Desk Based Adviser offers the perfect environment for nurturing client relationships while enjoying a friendly team atmosphere. The company also provides study support and a pension contribution, making it an excellent choice for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Desk Based Adviser
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management industry and let them know you're on the lookout for a Desk Based Adviser role. You never know who might have the inside scoop on an opportunity that’s perfect for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your relationship management skills. Think of examples from your past experiences where you've successfully nurtured client relationships, as this will show your potential employer that you’re the right fit for their team.
✨Tip Number 3
Don’t forget to showcase your communication skills! Whether it’s during an interview or a casual chat with a recruiter, being clear and confident in your communication can set you apart from other candidates.
✨Tip Number 4
Apply through our website! We’ve got a fantastic range of opportunities, and applying directly can give you a better chance of landing that Desk Based Adviser role. Plus, we’re here to support you every step of the way!
We think you need these skills to ace Desk Based Adviser
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Desk Based Adviser role. Highlight your experience in wealth management and any relevant qualifications. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share your passion for client relationships and how you can contribute to our team at StudySmarter.
Showcase Your Communication Skills:Since excellent communication is key, make sure your written application reflects that. Keep it clear, concise, and professional. We love seeing candidates who can express themselves well!
Apply Through Our Website:Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. We can't wait to hear from you!
How to prepare for a job interview at Recruit UK
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around investments and pensions. Being able to discuss these topics confidently will show that you're not just a qualified adviser, but someone who truly understands the industry.
✨Showcase Your Relationship Skills
Since this role is all about maintaining and growing client relationships, be prepared to share examples of how you've successfully managed client interactions in the past. Think of specific situations where you turned a challenging relationship into a positive one.
✨Practice Your Communication
Excellent communication is key in this role. Before the interview, practice articulating your thoughts clearly and concisely. You might even want to do a mock interview with a friend to get comfortable with your delivery.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask during the interview. This shows your genuine interest in the company and the role. You could ask about their approach to client management or how they support advisers in their professional development.
