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- Tasks: Deliver client-focused financial planning and advice across various sectors.
- Company: Respected UK wealth management firm with a collaborative culture.
- Benefits: Generous financial support, operational assistance, and self-employment freedom.
- Why this job: Enjoy the flexibility of self-employment while making a real impact in clients' lives.
- Qualifications: CAS Status and experience in regulated financial advice required.
- Other info: Thriving environment with resources to help you succeed.
The predicted salary is between 36000 - 60000 £ per year.
A respected UK wealth management firm seeks an experienced Self-Employed CAS-Status Financial Adviser to deliver client-centric financial planning across various sectors. This opportunity offers freedom and earning potential of self-employment while benefiting from operational support.
Ideal candidates possess CAS Status and relevant experience in regulated financial advice. The firm provides a generous financial support package and resources to thrive in a collaborative environment.
Self-Employed CAS Financial Adviser — LTC & Wealth Planning employer: RGH-Global Limited
Contact Detail:
RGH-Global Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Self-Employed CAS Financial Adviser — LTC & Wealth Planning
✨Tip Number 1
Network like a pro! Reach out to your contacts in the financial 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 a firm that’s hiring.
✨Tip Number 2
Showcase your expertise! When you get the chance to meet potential clients or employers, be ready to discuss your experience and how you can add value. Bring along case studies or examples of your past successes to really impress them.
✨Tip Number 3
Utilise social media to your advantage! Platforms like LinkedIn are perfect for connecting with industry professionals and showcasing your skills. Share insights about financial planning and engage with others to build your online presence.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources and support to help you land that self-employed CAS Financial Adviser role. Plus, it’s a great way to show your commitment to joining our team!
We think you need these skills to ace Self-Employed CAS Financial Adviser — LTC & Wealth Planning
Some tips for your application 🫡
Showcase Your Experience: Make sure to highlight your relevant experience in regulated financial advice. We want to see how your background aligns with the role, so don’t hold back on those achievements!
Tailor Your Application: Customise your application to reflect the specific requirements mentioned in the job description. We love it when candidates take the time to connect their skills with what we’re looking for.
Be Client-Centric: Since this role is all about delivering client-centric financial planning, share examples of how you’ve put clients first in your previous roles. We’re keen to see your approach to building strong client relationships.
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 this exciting opportunity.
How to prepare for a job interview at RGH-Global Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning, especially in the areas of LTC and wealth management. Be ready to discuss specific strategies you've used in the past and how they benefited your clients.
✨Showcase Your CAS Status
Since having CAS Status is crucial for this role, be prepared to explain how your qualifications and experience align with the firm's expectations. Highlight any relevant certifications or training that demonstrate your expertise.
✨Client-Centric Approach
This firm values client-centric financial planning, so come armed with examples of how you've put clients first in your previous roles. Share stories that illustrate your ability to build strong relationships and tailor solutions to meet individual needs.
✨Emphasise Collaboration
Even though this is a self-employed position, the firm promotes a collaborative environment. Talk about your experiences working with teams or other professionals in the industry, and how you can contribute to a supportive culture while maintaining your independence.
