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For Companies At a Glance
- Tasks: Build and grow a global client book while providing expert financial advice.
- Company: Join a leading global financial advisory firm with a diverse and inclusive culture.
- Benefits: Enjoy competitive pay and central support in your career journey.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Level 4 qualification in financial advice and a commercial mindset required.
- Other info: Dynamic role with opportunities for personal and professional growth.
The predicted salary is between 36000 - 60000 £ per year.
A global financial advisory company is seeking an experienced Private Wealth Adviser to join its UK team in Bournemouth. This role focuses on building and growing a client base through referrals and proactive outreach, while delivering comprehensive financial advice in investments, tax, and estate planning. Success is measured by client outcomes and retention.
Ideal candidates should possess a Level 4 qualification in financial advice and have a commercial mindset. The company offers competitive remuneration and central support in a diverse, inclusive environment.
Remote Private Wealth Adviser – Grow a Global Client Book in Bournemouth employer: Skybound Wealth Management
Contact Detail:
Skybound Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Remote Private Wealth Adviser – Grow a Global Client Book in Bournemouth
✨Tip Number 1
Network like a pro! Reach out to your existing contacts and let them know you're on the lookout for new opportunities. You never know who might have a lead or referral that could land you that Private Wealth Adviser role.
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with potential employers, be ready to discuss your experience in investments, tax, and estate planning. This is your moment to shine and demonstrate how you can add value to their team.
✨Tip Number 3
Be proactive! Don’t just wait for job openings to pop up. Reach out directly to companies you admire, like the one offering the Private Wealth Adviser position. Express your interest and see if they have any upcoming opportunities.
✨Tip Number 4
Apply through our website! We make it super easy for you to submit your application. Plus, it shows you're genuinely interested in joining our team and helps us keep track of your application more efficiently.
We think you need these skills to ace Remote Private Wealth Adviser – Grow a Global Client Book in Bournemouth
Some tips for your application 🫡
Show Off Your Experience: When you're writing your application, make sure to highlight your experience in financial advice. We want to see how you've built and grown client relationships in the past, so don’t hold back on those success stories!
Tailor Your Application: Take a moment to customise your application for this role. Mention how your skills align with the responsibilities of a Private Wealth Adviser and how you can contribute to our team’s success in Bournemouth.
Be Clear and Concise: We appreciate clarity! Keep your application straightforward and to the point. Use bullet points if necessary to make it easy for us to see your qualifications and achievements at a glance.
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. We can’t wait to hear from you!
How to prepare for a job interview at Skybound Wealth Management
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of investments, tax, and estate planning. Be ready to discuss how you've successfully advised clients in the past and how you can apply that experience to grow a global client book.
✨Show Off Your Commercial Mindset
Prepare examples that highlight your ability to think commercially. Discuss how you've identified opportunities for growth or improved client retention in previous roles. This will show that you understand the business side of financial advising.
✨Be Proactive in Your Approach
Since this role involves proactive outreach, come prepared with ideas on how you would build and grow a client base. Think about strategies you've used before and be ready to share them during the interview.
✨Emphasise Client Outcomes
Success is measured by client outcomes, so be ready to talk about how you've positively impacted your clients' financial situations. Use specific examples to illustrate your commitment to delivering comprehensive financial advice.
