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For Companies At a Glance
- Tasks: Engage with clients, provide tailored financial solutions, and maintain strong relationships.
- Company: Join a respected family-run wealth management firm with over 40 years of excellence.
- Benefits: Enjoy hybrid working, free parking, and dedicated support to help you thrive.
- Why this job: Be part of a supportive team focused on professionalism and long-term client care.
- Qualifications: Must hold LIBF or CII Level 4 qualification and have some financial services experience.
- Other info: Self-employed opportunity with guaranteed income from existing clients.
The predicted salary is between 36000 - 60000 £ per year.
Join a highly professional and well-established family-run wealth management firm, known for its polished approach and commitment to excellence. With dedicated administrative and paraplanning support, you’ll have the resources to allow you to focus on building relationships and growing your client base. You will also be provided with circa 60-70 existing clients who require expert ongoing servicing, giving you a strong foundation to develop further.
Key Responsibilities:
- Engage with new and existing clients to understand their financial needs, present tailored solutions and guide them through the decision-making process.
- Maintain relationships with existing clients by providing periodic reviews, market updates and strategic financial guidance to strengthen trust and encourage referrals.
- Stay ahead of industry trends, regulatory changes, and investment strategies by actively pursuing CPD requirements.
Requirements:
- Must hold LIBF or CII Level 4 qualification or equivalent to meet regulatory requirements.
- Confident in engaging with clients and explaining complex financial concepts clearly.
- Must have some experience in the financial services industry and ideally providing advice.
- Located in or around Weston-Super-Mare.
Benefits:
- Working for a well-established and highly regarded firm, with over 40 years of trading.
- Initial client bank provided of 60-70 clients with AUM and requiring ongoing servicing with potential to identify further opportunities.
- Clients predominantly located accessible to Weston-Super-Mare.
- Professional offices with free parking.
- Computer and software provided.
- Hybrid and flexible working.
- Access to administration and paraplanning support.
- Be part of a supportive and cohesive team with a family orientated feel.
- Self employed opportunity with a guaranteed income from ongoing servicing.
- Become part of a renowned network, benefiting from our proposition, provider relationships and compliance support.
If you are a driven adviser who thrives in a team environment and wants to be part of a firm that values both professionalism and long term client care, apply today!
Financial Advisor employer: The Openwork Partnership
Contact Detail:
The Openwork Partnership Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Familiarise yourself with the specific needs of clients in Weston-Super-Mare. Understanding local market trends and client demographics can help you tailor your approach and demonstrate your commitment to serving their unique financial needs.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who have experience in wealth management. Building relationships with peers can provide valuable insights and potential referrals that may enhance your client base.
✨Tip Number 3
Stay updated on the latest financial regulations and investment strategies. Engaging in continuous professional development (CPD) not only boosts your knowledge but also shows potential employers your dedication to excellence in the field.
✨Tip Number 4
Prepare to discuss how you would maintain and grow the existing client base provided. Think about strategies for client engagement and retention, as well as how you can identify new opportunities within that group.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in the financial services industry. Emphasise any qualifications like LIBF or CII Level 4, and showcase your ability to engage with clients and explain complex concepts.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for wealth management and client care. Mention your understanding of the firm's values and how your skills align with their commitment to excellence.
Showcase Client Engagement Skills: In your application, provide examples of how you've successfully engaged with clients in the past. Highlight your ability to build relationships and offer tailored financial solutions.
Highlight Continuous Professional Development: Demonstrate your commitment to staying updated on industry trends and regulatory changes. Mention any CPD activities you’ve pursued or plan to pursue, as this shows your dedication to professional growth.
How to prepare for a job interview at The Openwork Partnership
✨Know Your Financial Concepts
Make sure you have a solid understanding of financial concepts and products. Be prepared to explain complex ideas in simple terms, as this will demonstrate your ability to engage with clients effectively.
✨Showcase Your Client Relationship Skills
During the interview, highlight your experience in building and maintaining client relationships. Share specific examples of how you've successfully managed client expectations and provided tailored solutions.
✨Stay Updated on Industry Trends
Research current trends in the financial services industry, including regulatory changes and investment strategies. Being knowledgeable about these topics will show your commitment to professional development and your ability to provide informed advice.
✨Prepare Questions for the Interviewers
Have a list of thoughtful questions ready to ask the interviewers. This not only shows your interest in the role but also helps you assess if the company aligns with your career goals and values.
