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- Tasks: Provide expert investment advice and manage client portfolios for financial growth.
- Company: Join Fiducia Financial Services, a trusted firm in wealth management and financial planning.
- Benefits: Enjoy a hybrid work model with a competitive salary of £40,000.
- Why this job: Make a real impact on clients' financial futures while working in a supportive team environment.
- Qualifications: Level 4 Diploma in Financial Planning or equivalent; experience in investment advisory is essential.
- Other info: Opportunity to work towards Chartered status and enhance your professional skills.
Ensure you read the information regarding this opportunity thoroughly before making an application.
Company: Fiducia Financial Services
Location: Hybrid
Salary: £40,000
About Us
Fiducia Comprehensive Financial Planning Ltd is part of the Fiducia Group of companies, a trusted wealth management firm dedicated to providing high-quality, client-focused financial advice. As an appointed representative of The Openwork Partnership, we specialise in investment planning, wealth preservation, and financial growth strategies to help our clients achieve their long-term financial goals.
Role Overview
We are seeking a highly skilled and experienced Investment Adviser to join our team. The successful candidate will provide expert investment advice, construct tailored investment portfolios, and ensure clients receive comprehensive financial planning solutions.
Key Responsibilities
- Develop and manage client investment portfolios, ensuring alignment with financial goals and risk tolerance.
- Conduct in-depth financial analysis, market research, and asset allocation strategies.
- Deliver personalised investment advice while considering tax efficiency and long-term wealth preservation.
- Maintain up-to-date knowledge of financial markets, regulatory requirements, and investment products.
- Build and maintain strong client relationships, offering regular reviews and performance updates.
- Ensure all financial planning and investment activities comply with regulatory guidelines (FCA).
- Collaborate with internal teams to enhance client service and business development initiatives.
Skills & Experience Required
- Level 4 Diploma in Financial Planning (CII) or equivalent; Chartered status (or working towards) is desirable.
- Proven experience in investment advisory, wealth management, or financial planning.
- Strong knowledge of financial markets, investment strategies, and risk management.
- Excellent communication, interpersonal, and client relationship management skills.
- Ability to analyse complex financial information and provide clear, strategic advice.
- Strong ethical and professional standards in line with FCA regulations.
Investment Adviser employer: TH Recruitment
Contact Detail:
TH Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Adviser
✨Tip Number 1
Network with professionals in the financial services industry. Attend events, webinars, or local meetups where you can connect with current Investment Advisers or those in similar roles. Building relationships can lead to valuable insights and potential referrals.
✨Tip Number 2
Stay updated on the latest trends in investment strategies and financial regulations. Subscribe to industry newsletters, follow relevant blogs, and engage with thought leaders on social media. This knowledge will not only enhance your expertise but also demonstrate your commitment to potential employers.
✨Tip Number 3
Prepare for interviews by practising common questions specific to investment advisory roles. Focus on articulating your experience with portfolio management, client relationship building, and compliance with FCA regulations. Being well-prepared will help you convey confidence and competence.
✨Tip Number 4
Consider obtaining additional certifications or qualifications that are relevant to investment advising. This could include advanced courses in financial planning or risk management. Demonstrating a commitment to professional development can set you apart from other candidates.
We think you need these skills to ace Investment Adviser
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the Investment Adviser position. Understand the key responsibilities and required skills to tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience in investment advisory and wealth management. Provide specific examples of how you've successfully managed client portfolios and delivered personalised investment advice.
Showcase Your Qualifications: Mention your Level 4 Diploma in Financial Planning or any equivalent qualifications prominently. If you are working towards Chartered status, include that as well to demonstrate your commitment to professional development.
Craft a Compelling Cover Letter: Write a tailored cover letter that reflects your understanding of Fiducia Financial Services and their client-focused approach. Discuss how your skills align with their needs and express your enthusiasm for contributing to their team.
How to prepare for a job interview at TH Recruitment
✨Know Your Financial Products
Make sure you have a solid understanding of various investment products and strategies. Be prepared to discuss how different options can align with clients' financial goals and risk tolerances.
✨Demonstrate Client Relationship Skills
Showcase your ability to build and maintain strong client relationships. Prepare examples of how you've successfully managed client portfolios and provided personalised advice in the past.
✨Stay Updated on Market Trends
Familiarise yourself with current market trends and regulatory changes. Being able to discuss recent developments will demonstrate your commitment to staying informed and providing the best advice.
✨Prepare for Ethical Scenarios
Be ready to discuss how you would handle ethical dilemmas in investment advising. Understanding FCA regulations and demonstrating strong ethical standards is crucial for this role.
