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For Companies At a Glance
- Tasks: Provide financial advice, maintain client relationships, and assist with applications.
- Company: Join a successful Wealth Management Firm focused on meaningful financial outcomes.
- Benefits: Enjoy ongoing training, marketing support, and the flexibility to work remotely.
- Why this job: Be part of a dynamic team making a real difference in clients' financial futures.
- Qualifications: 2+ years of financial advice experience preferred; strong communication and analytical skills required.
- Other info: Open to motivated candidates, even those with less experience.
The predicted salary is between 28800 - 48000 £ per year.
I am delighted to be supporting one of our extremely successful Wealth Management Firms in their search for an experienced financial advisor to join their growing team. This firm was founded 20 years ago and provides not just mortgages but financial services and commercial finance as well. It's a one-stop shop that helps a lot of people in different financial areas. They believe in supporting clients for better outcomes, brighter financial futures and more meaningful moments. Their approach focuses on making a difference, rather than just being about money. Being part of The Openwork Partnership allows them to offer top-notch support and broad access to the marketplace.
This is a full-time financial adviser role. The adviser will be responsible for providing advice on wealth products to clients, maintaining relationships with clients and lenders, and assisting clients with the application process.
Qualifications
- 2 years + financial advice experience desired, would possibly consider someone with less experience if they were the right fit (salary would differ than that advertised)
- Financial diploma qualified (CII, LIBF, CISI or equivalent)
- The ability to explain complex information clearly and simply
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving skills
- Attention to detail and accuracy
- Ability to work independently and remotely
What is on offer
- Ongoing business development & training (where necessary)
- Marketing support including social media
- Support to help you build a client base
Next steps... If you are a motivated financial advisor or would like to be and you are looking for an exciting opportunity to join a successful and dynamic team, I would love to hear from you.
Financial Adviser employer: The Openwork Partnership
Contact Detail:
The Openwork Partnership Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with current financial advisers and learn about their experiences. This can provide you with valuable insights and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the specific products and services offered by the firm you're applying to. Understanding their unique approach to wealth management will help you tailor your conversations and demonstrate your genuine interest during interviews.
✨Tip Number 3
Prepare to discuss your previous client relationships and how you've successfully managed them. Highlighting your interpersonal skills and ability to simplify complex financial concepts will resonate well with potential employers.
✨Tip Number 4
Stay updated on current financial trends and regulations. Being knowledgeable about the latest developments in the financial sector will not only boost your confidence but also show your commitment to providing informed advice to clients.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial advising. Emphasise any qualifications such as CII, LIBF, or CISI, and showcase your ability to explain complex information clearly.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for helping clients achieve better financial outcomes. Mention specific experiences where you've made a difference in clients' financial situations.
Highlight Soft Skills: In your application, focus on your communication and interpersonal skills. Provide examples of how you've built and maintained client relationships in previous roles.
Showcase Problem-Solving Abilities: Include instances where you've successfully navigated complex financial situations or provided innovative solutions for clients. This will demonstrate your analytical skills and attention to detail.
How to prepare for a job interview at The Openwork Partnership
✨Showcase Your Experience
Make sure to highlight your relevant experience in financial advising. Discuss specific cases where you've successfully helped clients achieve their financial goals, as this will demonstrate your capability and understanding of the role.
✨Communicate Clearly
Since the job requires explaining complex information simply, practice articulating your thoughts clearly. Use examples from your past work to illustrate how you can break down complicated financial concepts for clients.
✨Demonstrate Problem-Solving Skills
Prepare to discuss scenarios where you've faced challenges in your previous roles. Explain how you approached these problems and the solutions you implemented, showcasing your analytical skills and attention to detail.
✨Research the Company
Familiarise yourself with the firm's values and approach to wealth management. Understanding their focus on client outcomes rather than just financial gain will help you align your answers with their ethos during the interview.
