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- Tasks: Provide independent financial advice and grow a client bank with full support.
- Company: Join a successful firm of independent wealth advisers focused on holistic financial planning.
- Benefits: Enjoy hybrid working, full admin support, and regular leads for client meetings.
- Why this job: Build relationships, develop skills, and achieve personal growth in a rewarding environment.
- Qualifications: Must have Level 4 Diploma and experience in an FCA regulated environment.
- Other info: Work closely with the Managing Director for fast-tracked development.
Location: Plymouth
If you would like to know a bit more about this opportunity, or are considering applying, then please read the following job information.
- No client bank required
- Full Administration Team support
- Full Paraplanning Team support
- Appointments/lead generation provided
A vacancy has occurred in this well established and very successful firm of independent wealth advisers and niche discretionary fund managers – we are looking for someone who has experience of a regulated IFA/restricted adviser environment and a track record of conducting FCA regulated business.
Our client is focused on holistic financial planning with Financial Planning Reports and integrated client Financial Planning Reviews throughout the year. The candidate will be very professional, enthusiastic, client focussed with great integrity and able to simplify solutions for clients and so keeping them interested.
This is a fantastic opportunity to work in a hybrid working style with also the use of our offices for client meetings. At the core is relationship building with clients and integrating into the Inspire strategies, values and Investment Committees to help clients achieve their goals and lifestyle. Regular leads/appointments will be provided to help in achieving a targeted minimum 10% growth per annum of the business and therefore 10% growth in remuneration each year.
As part of your initial fast tracking and ongoing development within the company, the successful candidate will work closely with the Managing Director developing the skills required to become a successful Wealth Adviser.
Responsibilities:- Offering full Independent Financial Advice to clients
- Growing a client bank.
- Level 4 Diploma qualified as a minimum
- FCA regulated environment experience
- The ability to grow a client bank.
If you believe that this role is the ideal opportunity to you achieving a highly successful and rewarding career then send your CV to me today for immediate short listing.
Wealth Advisor employer: Recruitment Agency
Contact Detail:
Recruitment Agency Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Advisor
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work in wealth management. Attend local events or join online forums to connect with potential colleagues and clients, which can help you gain insights and referrals.
✨Tip Number 2
Familiarise yourself with the specific values and strategies of the firm you're applying to. Understanding their approach to holistic financial planning will allow you to tailor your conversations and demonstrate how you can contribute to their goals.
✨Tip Number 3
Prepare to discuss your previous experiences in a regulated IFA environment during any interviews. Highlight specific examples where you've successfully built client relationships and simplified complex financial solutions for clients.
✨Tip Number 4
Show enthusiasm for continuous learning and development in your field. Mention any relevant courses or certifications you are pursuing or plan to pursue, as this demonstrates your commitment to growing as a Wealth Advisor.
We think you need these skills to ace Wealth Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in a regulated IFA or restricted adviser environment. Emphasise your Level 4 Diploma qualification and any relevant achievements that demonstrate your ability to grow a client bank.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your understanding of holistic financial planning and how your skills align with their values and strategies.
Highlight Relevant Experience: In your application, focus on specific examples from your past roles where you successfully conducted FCA regulated business. This will help illustrate your capability and integrity as a Wealth Advisor.
Showcase Relationship-Building Skills: Since the role emphasises relationship building with clients, include examples of how you've successfully built and maintained client relationships in previous positions. This will demonstrate your client-focused approach.
How to prepare for a job interview at Recruitment Agency
✨Showcase Your Regulatory Knowledge
Make sure to highlight your experience in a regulated IFA or restricted adviser environment. Be prepared to discuss specific regulations and how you've successfully navigated them in your previous roles.
✨Demonstrate Client-Centric Approach
Since the role focuses on relationship building, share examples of how you've built and maintained client relationships in the past. Emphasise your ability to simplify complex financial solutions for clients.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and decision-making in real-life scenarios. Think about situations where you had to provide tailored advice or manage client expectations effectively.
✨Express Enthusiasm for Growth
The firm is looking for someone who can contribute to business growth. Be ready to discuss your strategies for growing a client bank and how you plan to achieve the targeted 10% growth per annum.
