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- Tasks: Deliver holistic financial planning and build trusted relationships with high-net-worth clients.
- Company: Respected wealth management firm with a supportive and collaborative culture.
- Benefits: Very competitive salary, performance bonus, hybrid working, and support for further qualifications.
- Why this job: Elevate your career while working with high-quality clients in a prestigious role.
- Qualifications: Level 6 Chartered Financial Planner with at least 5 years of experience.
- Other info: Enjoy cutting-edge tools and true progression opportunities in a friendly environment.
The predicted salary is between 36000 - 60000 £ per year.
Chartered Financial Advisor – Stansted, Essex
Very Competitive Salary + Bonus + Benefits | Hybrid Working | Full-Time, Permanent
Are you a Chartered (Level 6) Financial Advisor, looking to take the next step in your career? Our client, a highly respected wealth management firm, is seeking a confident, polished, and client-focused adviser to join their growing team. This role offers the chance to work closely with a senior adviser, gradually taking over a warm, established client portfolio. No client bank required.
Think: private-bank level service, supportive team, outstanding career trajectory.
What You’ll Be Doing
- Deliver holistic financial planning to HNW clients
- Build trusted long-term relationships through proactive communication
- Conduct thorough fact-finding and risk assessments
- Provide tailored advice across pensions, investments, protection & estate planning
- Stay sharp on market trends, regulation & products
- Maintain impeccable compliance standards
What We’re Looking For
- Level 6 Chartered Financial Planner
- At least 5 years’ experience at L6
- Exposure to HNW/UHNW client work
- Confident, articulate, and professional
- Strong communicator, collaborative, proactive
What’s On Offer
- Very competitive salary + performance bonus
- Hybrid and flexible working
- Full support for further qualifications
- Cutting-edge planning tools & tech
- Friendly, collaborative culture with true progression opportunities
If you’re an ambitious adviser ready to elevate your career and work with high-quality clients, this is the opportunity to step into a prestigious, long-term role.
Contact Marie McDermott on 0203 096 4533 or email marie.mcdermott@tate.co.uk to discuss this outstanding opportunity in confidence.
Financial Advisor in Sevenoaks employer: Tate Recruitment
Contact Detail:
Tate Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor in Sevenoaks
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world and let them know you're on the lookout for new opportunities. You never know who might have a lead or be able to introduce you to someone at a firm you're interested in.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Tailor your responses to show how your experience aligns with their values and needs. Practise common interview questions, but also be ready for curveballs!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Mention something specific from your conversation to remind them why you’re a great fit.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that dream job, and applying directly can sometimes give you an edge over other candidates.
We think you need these skills to ace Financial Advisor in Sevenoaks
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your Level 6 Chartered status and any relevant experience with HNW clients to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role, focusing on your client-focused approach and how you can contribute to our supportive team.
Showcase Your Communication Skills: As a Financial Advisor, strong communication is key. In your application, demonstrate your ability to build relationships and communicate effectively, as this is something we highly value at StudySmarter.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Tate Recruitment
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around pensions, investments, and estate planning. Being able to discuss current market trends and regulations will show that you're not just a candidate, but a knowledgeable professional ready to engage with high-net-worth clients.
✨Build Rapport
Since this role is all about building long-term relationships, practice your communication skills. Think about how you can connect with the interviewer on a personal level. Show them that you’re not just a financial advisor, but someone who genuinely cares about client needs and can foster trust.
✨Showcase Your Experience
Prepare specific examples from your past roles where you've successfully managed client portfolios or provided tailored advice. Highlight your experience with HNW/UHNW clients and how you’ve navigated complex financial situations. This will demonstrate your capability and confidence in handling similar responsibilities.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the firm's approach to client management or their views on upcoming market trends. This shows your interest in the role and helps you gauge if the company culture aligns with your career goals.
