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- Tasks: Provide expert investment advice and manage client portfolios for financial growth.
- Company: Join Fiducia Financial Services, a trusted wealth management firm focused on client success.
- Benefits: Enjoy a hybrid work model and competitive salary of £40,000.
- Why this job: Make a real impact by helping clients achieve their financial goals in a supportive environment.
- Qualifications: Level 4 Diploma in Financial Planning or equivalent; experience in investment advisory is essential.
- Other info: Collaborate with a dynamic team and stay updated on financial markets and regulations.
The predicted salary is between 32000 - 48000 £ per year.
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.
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.
- 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 Advisor employer: TH Recruitment
Contact Detail:
TH Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Advisor
✨Tip Number 1
Network with professionals in the financial services industry. Attend events, webinars, or local meetups to connect with current Investment Advisers and learn about their experiences. This can provide you with valuable insights and potentially lead to referrals.
✨Tip Number 2
Stay updated on the latest trends in investment strategies and financial regulations. Subscribe to industry newsletters or follow relevant blogs and podcasts. Demonstrating your knowledge during interviews can set you apart from other candidates.
✨Tip Number 3
Prepare for potential case studies or role-play scenarios during the interview process. Practising how you would handle client interactions or investment decisions can showcase your expertise and problem-solving skills effectively.
✨Tip Number 4
Research Fiducia Financial Services thoroughly. Understand their values, client base, and the specific services they offer. Tailoring your conversation to align with their mission can demonstrate your genuine interest in the role and the company.
We think you need these skills to ace Investment Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment advisory and financial planning. Emphasise your Level 4 Diploma in Financial Planning and any other qualifications that align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of Fiducia Financial Services and their client-focused approach. Mention specific skills, such as your ability to conduct market research and develop tailored investment portfolios.
Highlight Regulatory Knowledge: Since compliance with FCA regulations is crucial for this role, ensure you mention your familiarity with regulatory guidelines and how you have adhered to them in previous positions.
Showcase Client Relationship Skills: Provide examples of how you have built and maintained strong client relationships in the past. This could include regular reviews, performance updates, or personalised advice that led to successful outcomes for clients.
How to prepare for a job interview at TH Recruitment
✨Showcase Your Expertise
Make sure to highlight your qualifications, especially your Level 4 Diploma in Financial Planning or any relevant certifications. Be prepared to discuss your experience in investment advisory and how it aligns with the role.
✨Demonstrate Market Knowledge
Stay updated on current financial markets and trends. During the interview, share insights on recent market developments and how they could impact investment strategies, showcasing your analytical skills.
✨Emphasise Client Relationships
Fiducia values strong client relationships, so be ready to discuss how you've built and maintained these in your previous roles. Share specific examples of how you’ve provided personalised advice and managed client expectations.
✨Understand Regulatory Compliance
Familiarise yourself with FCA regulations and compliance standards relevant to the role. Be prepared to discuss how you ensure adherence to these guidelines in your financial planning and investment activities.
