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- Tasks: Manage and advise High Net Worth clients with tailored financial strategies.
- Company: Leading financial advisory firm in the UK with a strong reputation.
- Benefits: Competitive salary up to £80k, regular reviews, and comprehensive support.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Experience in financial advising and strong client relationship skills.
- Other info: Remote work with excellent career development opportunities.
The predicted salary is between 48000 - 80000 £ per year.
A leading financial advisory firm in the UK seeks an experienced Financial Adviser to manage an existing High Net Worth (HNW) client bank. The role involves providing tailored financial advice and recommendations based on clients' goals, supported by a full paraplanning and admin team.
The company offers a competitive starting salary of up to £80k, regular salary reviews, and valuable support for IFA, Paraplanning, Compliance, and Administration.
Senior Financial Adviser - HNW Clients, Remote Study Support in Newcastle upon Tyne employer: Recruit UK
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Adviser - HNW Clients, Remote Study Support in Newcastle upon Tyne
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world and let them know you're on the lookout for opportunities. You never know who might have a lead on a Senior Financial Adviser role that’s perfect for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its approach to HNW clients. Be ready to discuss how your experience aligns with their needs, and don’t forget to showcase your tailored advice skills.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Mention something specific from your conversation to show you were engaged and interested.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that dream job. Plus, applying directly shows your enthusiasm and commitment to joining our team.
We think you need these skills to ace Senior Financial Adviser - HNW Clients, Remote Study Support in Newcastle upon Tyne
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with High Net Worth clients. We want to see how you've provided tailored financial advice in the past, so don’t hold back on those details!
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 and how your skills align with our needs. Keep it engaging and personal – we love a bit of personality!
Showcase Relevant Experience: When filling out your application, focus on your relevant experience in financial advising. Highlight any achievements or specific cases where you’ve made a significant impact for HNW clients. We want to know what makes you stand out!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Recruit UK
✨Know Your Numbers
As a Senior Financial Adviser, you’ll need to demonstrate your expertise in financial products and market trends. Brush up on key metrics and recent developments in the financial sector, especially those relevant to High Net Worth clients. This will show that you’re not just knowledgeable but also proactive in staying updated.
✨Tailor Your Approach
Understand the specific needs of HNW clients and be ready to discuss how you can provide tailored advice. Prepare examples from your past experience where you successfully managed client portfolios or addressed unique financial challenges. This personal touch can set you apart from other candidates.
✨Showcase Team Collaboration
Since the role involves working with a paraplanning and admin team, highlight your ability to collaborate effectively. Share instances where you’ve worked closely with support teams to deliver exceptional service to clients. This demonstrates that you value teamwork and understand the importance of a cohesive approach.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to client management and their expectations for the role. This not only shows your genuine interest in the position but also gives you valuable insights into whether the company aligns with your career goals. It’s a win-win!
