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- Tasks: Design long-term financial plans for clients with substantial compensation.
- Company: Respected wealth management firm in Birmingham with a focus on ethical client relationships.
- Benefits: Lead a new division and enjoy career growth opportunities.
- Why this job: Make a real impact by helping clients navigate their financial futures.
- Qualifications: Level 4 qualifications and experience in Court of Protection or serious injury work.
- Other info: Opportunity to lead a team in a dynamic and supportive environment.
The predicted salary is between 43200 - 72000 £ per year.
A respected wealth management firm in Birmingham seeks a Court of Protection Specialist Financial Advisor to build a new division. The role involves designing long-term financial plans for clients who have received substantial compensation.
Ideal candidates will have Level 4 qualifications and relevant experience in Court of Protection or serious injury work. This is an opportunity to lead a team while focusing on ethical client relationships and high-impact financial planning.
Lead Court of Protection Financial Advisor in Birmingham employer: Sahasraa Solutions
Contact Detail:
Sahasraa Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Lead Court of Protection Financial Advisor in Birmingham
✨Tip Number 1
Network like a pro! Reach out to professionals in the wealth management and Court of Protection sectors. Attend industry events or join relevant online forums to connect with potential employers and get your name out there.
✨Tip Number 2
Showcase your expertise! Create a portfolio that highlights your experience in financial planning and Court of Protection work. Use case studies or examples to demonstrate how you've made a difference for clients in the past.
✨Tip Number 3
Prepare for interviews by brushing up on ethical client relationships and high-impact financial strategies. Be ready to discuss how you would lead a team and build a new division, as this is key for the role.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to submit your application and showcase your skills directly to us. Plus, it shows you're serious about joining our team!
We think you need these skills to ace Lead Court of Protection Financial Advisor in Birmingham
Some tips for your application 🫡
Showcase Your Expertise: Make sure to highlight your Level 4 qualifications and any relevant experience in Court of Protection or serious injury work. We want to see how your background aligns with the role, so don’t hold back!
Tailor Your Application: Take a moment to customise your CV and cover letter for this specific role. Mention how your skills can help us build a new division and focus on ethical client relationships. Personal touches go a long way!
Be Clear and Concise: When writing your application, keep it straightforward and to the point. We appreciate clarity, so avoid jargon and make sure your passion for high-impact financial planning shines through.
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity!
How to prepare for a job interview at Sahasraa Solutions
✨Know Your Stuff
Make sure you brush up on your knowledge of Court of Protection and serious injury work. Familiarise yourself with the latest regulations and best practices in financial planning for clients who have received substantial compensation. This will show that you're not just qualified, but genuinely passionate about the field.
✨Showcase Your Leadership Skills
Since this role involves leading a new division, be prepared to discuss your leadership style and past experiences. Think of specific examples where you've successfully led a team or project, and how you fostered ethical client relationships. This will demonstrate your capability to build and manage a team effectively.
✨Prepare Thoughtful Questions
Interviews are a two-way street, so come armed with insightful questions about the firm's vision for the new division. Ask about their approach to client relationships and how they measure success in financial planning. This shows that you're not only interested in the role but also invested in the company's future.
✨Practice Ethical Scenarios
Given the focus on ethical client relationships, think through potential scenarios you might face in the role. Be ready to discuss how you would handle difficult situations while maintaining integrity. This will highlight your commitment to ethical practices and your ability to navigate complex client needs.
