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- Tasks: Deliver holistic financial advice and create tailored financial plans for clients.
- Company: Dynamic financial services firm in Liverpool with a collaborative culture.
- Benefits: Generous benefits including private medical insurance and flexible working arrangements.
- Why this job: Make a real difference in clients' lives while enjoying a flexible, hybrid work environment.
- Qualifications: Level 4 Diploma in Financial Planning and experience in client relationship management.
- Other info: Build long-term relationships and thrive in a supportive team atmosphere.
The predicted salary is between 36000 - 60000 £ per year.
A financial services firm in Liverpool is seeking a Personal Wealth Adviser to deliver holistic financial advice and help clients achieve their financial goals. This role involves building long-term relationships and using cash flow modelling to create tailored financial plans.
Applicants should have a Level 4 Diploma in Financial Planning and experience in client relationship management.
The firm offers a collaborative environment, generous benefits including private medical insurance, and flexible working arrangements.
Holistic Wealth Adviser — Flexible, Hybrid Role in Liverpool employer: Schroders Personal Wealth
Contact Detail:
Schroders Personal Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Holistic Wealth Adviser — Flexible, Hybrid Role in Liverpool
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for opportunities. You never know who might have a lead or be able to refer you to a hiring manager.
✨Tip Number 2
Prepare for those interviews by practising common questions related to holistic financial advice. We recommend role-playing with a friend or using online resources to get comfortable discussing your experience and how it aligns with the firm's values.
✨Tip Number 3
Showcase your skills! When you get the chance to meet potential employers, bring along examples of your cash flow modelling and tailored financial plans. This will demonstrate your expertise and help you stand out from the crowd.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find roles that match your skills and aspirations. Plus, it shows you're serious about joining our collaborative environment.
We think you need these skills to ace Holistic Wealth Adviser — Flexible, Hybrid Role in Liverpool
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma in Financial Planning and any relevant experience in client relationship management. We want to see how your skills align with the role of a Holistic Wealth Adviser!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about helping clients achieve their financial goals and how you can contribute to our collaborative environment at StudySmarter.
Showcase Your Relationship-Building Skills: In your application, emphasise your ability to build long-term relationships with clients. We value those who can connect on a personal level while providing tailored financial advice.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Schroders Personal Wealth
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge, especially around cash flow modelling and holistic financial advice. Be ready to discuss how you've used these skills in past roles, as this will show your expertise and confidence.
✨Build Rapport with the Interviewer
Since this role is all about building long-term relationships with clients, demonstrate your interpersonal skills during the interview. Ask questions about the firm's culture and values, and share personal anecdotes that highlight your ability to connect with others.
✨Showcase Your Client Management Experience
Prepare specific examples of how you've successfully managed client relationships in the past. Discuss challenges you've faced and how you overcame them, as this will illustrate your problem-solving abilities and commitment to client satisfaction.
✨Emphasise Flexibility and Collaboration
Given the flexible, hybrid nature of the role, be sure to express your adaptability and willingness to work collaboratively. Share experiences where you've thrived in a team environment or adapted to changing circumstances, as this aligns with the firm's values.
