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- Tasks: Manage client relationships and develop new business opportunities in wealth management.
- Company: Established Wealth Management firm with a focus on personal growth.
- Benefits: Competitive salary, uncapped bonus, and hybrid working options.
- Why this job: Join a dynamic team and make a real impact in clients' financial futures.
- Qualifications: Level 4 Diploma in Financial Planning and 2+ years of experience required.
- Other info: Comprehensive support for professional development and career advancement.
The predicted salary is between 55000 - 70000 £ per year.
A well-established Wealth Management firm in Fareham is seeking a qualified Financial Adviser to take over existing client relationships and support the development of new business opportunities.
The role offers a competitive salary between £55,000 and £70,000, uncapped bonus, and hybrid working arrangements.
Candidates should have a Level 4 Diploma in Financial Planning, at least 2 years of experience, and excellent relationship management skills.
The firm values personal growth and offers comprehensive support for professional development.
Wealth Planner (Hybrid) – Client Growth & Advice in Southampton employer: Recruit UK
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Planner (Hybrid) – Client Growth & Advice in Southampton
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can introduce you to someone at the firm.
✨Tip Number 2
Prepare for those interviews! Research the firm thoroughly, understand their values, and be ready to discuss how your experience aligns with their goals. Practising common interview questions can also give you a confidence boost.
✨Tip Number 3
Showcase your relationship management skills! During interviews, share specific examples of how you've built and maintained client relationships. This will demonstrate your ability to take over existing clients and grow new business.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Wealth Planner (Hybrid) – Client Growth & Advice in Southampton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Wealth Planner role. Highlight your Level 4 Diploma in Financial Planning and any relevant experience you have. We want to see how your skills match what we're looking for!
Showcase Relationship Management Skills: Since this role involves taking over existing client relationships, it's crucial to showcase your relationship management skills. Share specific examples of how you've built and maintained client relationships in the past.
Be Clear About Your Experience: With at least 2 years of experience required, be clear about your previous roles and responsibilities. We want to understand how your background prepares you for this position, so don’t hold back on the details!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at Recruit UK
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge and the specifics of wealth management. Familiarise yourself with the firm's services and recent developments in the industry. This will show that you're not just qualified, but genuinely interested in what they do.
✨Showcase Your Relationship Skills
Since this role involves managing existing client relationships, be ready to discuss your past experiences. Prepare examples of how you've successfully built and maintained client relationships, and how you can bring that expertise to their firm.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and ability to handle client situations. Think of scenarios where you had to navigate complex client needs or resolve conflicts, and be ready to share those stories.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions prepared. Inquire about the firm's approach to client growth or how they support professional development. This shows your enthusiasm for the role and helps you gauge if it's the right fit for you.
