At a Glance
- Tasks: Deliver high-quality financial advice and manage client relationships using innovative digital tools.
- Company: Leading independent wealth management firm known for exceptional client-focused service.
- Benefits: Up to £55k salary, generous bonuses, hybrid work model, and career development opportunities.
- Other info: Exciting growth opportunities in a fast-paced environment with full training provided.
- Why this job: Join a dynamic team and make a real impact in the world of digital wealth planning.
- Qualifications: CAS status, 2+ years in financial planning, and strong relationship-building skills.
The predicted salary is between 50000 - 55000 £ per year.
Location: Maidstone. Desk Based
Salary: up to £55k DOE plus generous bonus scheme and benefits.
Full time in the office for first 2 months then hybrid, 2 days WFH and 3 days office.
About the Company
The company is a leading independent wealth management firm, renowned for delivering client-focused independent financial planning of the highest level. The company is rapidly expanding and offers a dynamic and fast-paced environment with full company training and career development.
The Opportunity
This is an exciting opportunity for a Desk Based Financial Advisor to join an established growing financial planning firm. You will be working within a hand-picked team of professionals to deliver the highest standard of advice to a client bank assigned to you when you start with the firm. The proposition is our firm's digital proposition designed to service clients remotely using our in-house platform.
Financial Advisor duties and responsibilities
- Deliver high-quality telephone/video-based reviews & holistic financial advice
- Manage and service an existing client bank
- Support the rollout of a new digital platform and collaborate in test-and-learn phases
- Move clients onto the appropriate service level
- Complete most admin/report writing (support provided for complex cases)
- Create bespoke financial plans tailored to client goals
- Maintain accurate records & meet Consumer Duty requirements
- Represent the business professionally and work closely with your support team
What We're Looking For
- CAS status essential
- Minimum 2 years' experience in an IFA/financial planning role
- Level 4 Diploma (Chartered progression desirable)
- Networking: Ability to network with professional connections and cultivate new business introductions.
- Strong technical knowledge across pensions, trusts & IHT
- Detail-driven, client-focused, proactive, and confident using CRMs/digital tools
- Strong relationship-building skills
- Intelligent Office experience is a bonus
Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.
Hybrid Financial Advisor | Digital Wealth Planning in Maidstone employer: Tate Cambridge
As a leading independent wealth management firm based in Maidstone, we pride ourselves on our client-focused approach and commitment to delivering the highest standard of financial planning. Our dynamic work culture fosters professional growth through comprehensive training and development opportunities, while our hybrid working model allows for a balanced lifestyle. Join us to be part of a rapidly expanding team that values innovation and collaboration, ensuring you thrive in your role as a Financial Advisor.
StudySmarter Expert Advice🤫
We think this is how you could land Hybrid Financial Advisor | Digital Wealth Planning in Maidstone
✨Tip Number 1
Get to know the company inside out! Research their values, mission, and recent news. This will help you tailor your conversations during interviews and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice makes perfect! Set up mock interviews with friends or family to get comfortable discussing your experience and how it aligns with the role. The more you practice, the more confident you'll feel when it’s time for the real deal.
✨Tip Number 3
Network like a pro! Reach out to current employees on LinkedIn or attend industry events. Building connections can give you insider info about the company culture and even lead to referrals, which can boost your chances of landing the job.
✨Tip Number 4
Don’t forget to follow up! After your interview, send a thank-you email expressing your appreciation for the opportunity. It’s a simple gesture that can leave a lasting impression and keep you top of mind for the hiring team.
We think you need these skills to ace Hybrid Financial Advisor | Digital Wealth Planning in Maidstone
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your financial planning experience and any relevant qualifications to show us you're the right fit for the role.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial advising and how your background aligns with our company values. Keep it concise but engaging!
Showcase Your Digital Skills:Since we’re all about digital wealth planning, make sure to mention any experience you have with digital tools or platforms. This will help us see how you can contribute to our innovative approach.
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 Tate Cambridge
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, trusts, and IHT. The company is looking for someone with strong expertise, so be ready to discuss how you've applied this knowledge in your previous roles.
✨Showcase Your Client Focus
Prepare examples that highlight your client-focused approach. Think about times when you've gone above and beyond for a client or how you've tailored financial plans to meet their specific goals. This will demonstrate your commitment to delivering high-quality advice.
✨Familiarise Yourself with Digital Tools
Since the role involves using a digital platform, it’s a good idea to get comfortable with any relevant CRMs or digital tools. If you have experience with Intelligent Office, make sure to mention it, as it could give you an edge.
✨Practice Your Networking Skills
Networking is key in this role, so think of ways you've successfully built professional relationships in the past. Be prepared to discuss how you can cultivate new business introductions and support the company's growth.
