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- Tasks: Manage HNW client portfolios and provide expert financial advice.
- Company: Leading wealth management firm in London with a strong reputation.
- Benefits: Competitive salary of £50-65K, plus professional development opportunities.
- Why this job: Build long-term relationships and make a real impact on clients' financial futures.
- Qualifications: Must hold a Level 4 Diploma in Financial Advice; knowledge of HNW needs is a plus.
- Other info: Collaborative environment with opportunities to liaise with other professionals.
The predicted salary is between 50000 - 65000 £ per year.
A leading wealth management firm in London is seeking a Financial Advisor to manage an existing portfolio of HNW clients. The role requires providing expert financial advice and maintaining long-term client relationships.
Candidates must hold at least a Level 4 Diploma in Financial Advice. The position involves liaising with other professional advisors and ensuring compliance with UK regulations. Knowledge of HNW client needs is a plus.
Competitive salary in the range of £50-65K depending on experience.
HNW Wealth Manager & Financial Advisor employer: Torus Recruitment Solutions
Contact Detail:
Torus Recruitment Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land HNW Wealth Manager & Financial Advisor
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisors and professionals in the industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. Building relationships can open doors to opportunities we might not even know about.
✨Tip Number 2
Showcase your expertise! When you get the chance to meet potential clients or employers, make sure to highlight your knowledge of HNW client needs and compliance regulations. We want to see you shine as the expert you are, so prepare some examples of how you've successfully managed portfolios in the past.
✨Tip Number 3
Practice your pitch! Whether it’s a casual chat or a formal interview, having a clear and confident way to present yourself is key. We recommend rehearsing your introduction and key points about your experience and qualifications, so you’re ready to impress when it counts.
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to showcase your skills. Plus, it shows us you’re serious about joining our team. Don’t miss out on the chance to land that dream role with us!
We think you need these skills to ace HNW Wealth Manager & Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with HNW clients and showcases your Level 4 Diploma in Financial Advice. We want to see how your skills align with the role, so don’t hold back on those relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Share your passion for wealth management and how you can build long-term relationships with clients.
Showcase Compliance Knowledge: Since compliance is key in this role, make sure to mention any experience you have with UK regulations. We appreciate candidates who understand the importance of adhering to industry standards.
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 don’t miss out on any important updates from our team!
How to prepare for a job interview at Torus Recruitment Solutions
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around HNW client needs and UK regulations. Being able to discuss specific strategies or recent market trends will show that you're not just qualified but genuinely engaged in the field.
✨Showcase Your Relationship Skills
Since this role is all about maintaining long-term client relationships, be prepared to share examples of how you've successfully built rapport with clients in the past. Highlight your communication skills and any experience working alongside other professional advisors.
✨Prepare for Compliance Questions
Expect questions around compliance and regulatory requirements. Familiarise yourself with the latest regulations affecting wealth management in the UK, and be ready to discuss how you ensure compliance in your advisory practices.
✨Dress the Part
First impressions matter, especially in wealth management. Dress professionally and appropriately for the interview. It shows respect for the firm and its clients, and it sets a positive tone for the conversation.
