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For Companies At a Glance
- Tasks: Build relationships and provide tailored financial advice to high-net-worth clients.
- Company: Join a leading wealth management firm with a dynamic team and growth opportunities.
- Benefits: Enjoy uncapped earnings, comprehensive support, and 24 days holiday plus birthday off.
- Why this job: This role offers unlimited earning potential and a clear path to career advancement.
- Qualifications: QCF Level 4 Diploma and at least 2 years of relevant industry experience required.
- Other info: Be part of a forward-thinking environment with dedicated coaching and quarterly social events.
The predicted salary is between 34000 - 52000 £ per year.
Job Description
Financial Adviser (Wealth Adviser) – Uncapped Earnings & Career Growth
Are you a driven, entrepreneurial Financial Adviser ready to take your career to the next level? We’re recruiting for a leading wealth management firm seeking talented professionals to join their dynamic team.
The Role
As a Financial Adviser (Wealth Adviser), you’ll:
- Build and manage relationships with high-net-worth individuals, families, and institutions.
- Provide tailored financial advice on investments, retirement planning, tax strategies, and wealth protection.
- Grow your own client base through networking and business development.
- Collaborate with support teams to deliver exceptional client outcomes.
What We’re Looking For
- QCF Level 4 Diploma (minimum) and a degree in a relevant subject.
- At least 2 years’ industry experience with a proven track record in a sales-driven role.
- A passion for client service, a team-oriented mindset, and a desire to grow and succeed.
What’s On Offer
- Uncapped Earnings: Generous fee-sharing structure with unlimited earning potential.
- Comprehensive Support: Dedicated coaching, quality leads, and a fully serviced office.
- Career Progression: Clear pathway to owning your own client base.
- Competitive Salary: £40,000 – £65,000 (based on experience).
- Benefits: 24 days holiday + birthday off, NHS Medicash Plan, life assurance, income protection, and quarterly social events.
Apply Now
If you’re ready to take ownership of your career and thrive in a forward-thinking environment, we want to hear from you.
Financial Advisor employer: rise2recruit
Contact Detail:
rise2recruit Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network actively within the financial services industry. Attend events, seminars, and workshops where you can meet high-net-worth individuals and other professionals. Building these connections can lead to potential clients and referrals.
✨Tip Number 2
Stay updated on the latest trends in wealth management and financial planning. This knowledge will not only enhance your credibility but also allow you to provide tailored advice that meets the evolving needs of your clients.
✨Tip Number 3
Leverage social media platforms like LinkedIn to showcase your expertise and connect with potential clients. Share valuable content related to investments and financial strategies to position yourself as a thought leader in the field.
✨Tip Number 4
Consider seeking mentorship from experienced financial advisers. Their insights and guidance can help you navigate challenges and accelerate your career growth in this competitive industry.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities of a Financial Adviser. Tailor your application to highlight your experience in building relationships and providing tailored financial advice.
Highlight Relevant Experience: Emphasize your industry experience, especially any sales-driven roles. Provide specific examples of how you've successfully managed client relationships and achieved results.
Showcase Your Qualifications: Clearly state your QCF Level 4 Diploma and any relevant degrees. Mention any additional certifications or training that may set you apart from other candidates.
Express Your Passion: Convey your passion for client service and your desire to grow within the company. Use your cover letter to explain why you're excited about this opportunity and how you align with the company's values.
How to prepare for a job interview at rise2recruit
✨Showcase Your Financial Knowledge
Be prepared to discuss your understanding of financial products and services. Highlight your experience with investments, retirement planning, and tax strategies to demonstrate your expertise.
✨Emphasize Relationship Building Skills
Since the role involves managing relationships with high-net-worth clients, share examples of how you've successfully built and maintained client relationships in the past.
✨Demonstrate Your Sales Acumen
Prepare to discuss your previous sales experiences and how you achieved your targets. Use specific metrics or achievements to illustrate your success in a sales-driven environment.
✨Express Your Passion for Client Service
Convey your commitment to providing exceptional client service. Share stories that reflect your dedication to understanding and meeting client needs, as this is crucial for success in this role.
