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- Tasks: Deliver bespoke financial advice and manage client relationships in a hybrid setting.
- Company: Dynamic wealth management firm with a strong internal support team.
- Benefits: Flexible work environment, competitive salary, and opportunities for professional growth.
- Why this job: Make a real difference in clients' lives while working with a supportive team.
- Qualifications: Minimum 3 years' experience in financial advisory and strong relationship management skills.
- Other info: Utilise a cutting-edge digital platform for efficient client servicing.
The predicted salary is between 36000 - 60000 £ per year.
A wealth management firm is seeking an Independent Financial Adviser to deliver holistic financial advice in a dynamic, hybrid environment. The successful candidate will work with clients, designing bespoke financial plans, and will require a minimum of 3 years' experience in a financial advisory role.
Responsibilities include:
- Client relationship management
- Closing new business, supported by a strong internal team
The firm's digital platform offers opportunities for efficient client servicing.
Hybrid IFA: Holistic Planning and Growth in Bath employer: Tate
Contact Detail:
Tate Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid IFA: Holistic Planning and Growth in Bath
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world and let them know you're on the hunt for a new role. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with potential employers, be ready to discuss your experience in holistic planning and client relationship management. Share specific examples of how you've closed new business in the past.
✨Tip Number 3
Be proactive! Don’t just wait for job postings to pop up. Reach out directly to firms you admire, like ours, and express your interest in working with them. A personal touch can make all the difference!
✨Tip Number 4
Utilise our digital platform! If you’re applying through our website, make sure to highlight how you can leverage technology to enhance client servicing. Show us you’re ready to thrive in a hybrid environment!
We think you need these skills to ace Hybrid IFA: Holistic Planning and Growth in Bath
Some tips for your application 🫡
Show Your Experience: Make sure to highlight your 3+ years of experience in financial advisory roles. We want to see how you've successfully managed client relationships and closed new business, so don’t hold back on those details!
Tailor Your Application: Take a moment to customise your application for this role. Mention how your skills align with delivering holistic financial advice and how you can thrive in a dynamic, hybrid environment. It shows us you’re genuinely interested!
Be Personable: Since client relationship management is key, let your personality shine through in your written application. We love seeing candidates who can connect with clients and build trust, so share any relevant anecdotes or experiences.
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’re considered for this exciting opportunity. Plus, it’s super easy!
How to prepare for a job interview at Tate
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge, especially around holistic planning and growth strategies. Be ready to discuss specific cases where you've successfully designed bespoke financial plans for clients.
✨Showcase Your Client Relationship Skills
Prepare examples that highlight your experience in client relationship management. Think about how you've built trust with clients and closed new business, as this will be crucial for the role.
✨Familiarise Yourself with Digital Tools
Since the firm uses a digital platform for client servicing, it’s a good idea to familiarise yourself with similar tools. Be prepared to discuss how you can leverage technology to enhance client experiences.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the firm's approach to wealth management and how they support their advisers. This shows your genuine interest and helps you assess if it's the right fit for you.
