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- Tasks: Provide holistic financial advice on investments, pensions, and estate planning.
- Company: National Financial Planning firm with a supportive team environment.
- Benefits: Competitive salary, bonus scheme, and strong benefits package.
- Why this job: Enjoy remote work while making a real difference in clients' financial lives.
- Qualifications: Experience in financial advising and local knowledge of North Wales.
- Other info: Join a dynamic team with excellent career growth opportunities.
The predicted salary is between 55000 - 80000 £ per year.
Location - North Wales (Remote)
Salary - OTE £80,000
We are working with a national Financial Planning firm who are looking for an experienced Financial Adviser to take over an existing client book. The book consists of approximately 150 clients with a value of around £30m AUM. In the role, you will provide an ongoing holistic advice service covering investment, pensions, IHT and estate and protection advice.
As a Financial Adviser, you will be supported by a Paraplanning and Admin team based at Head office, but the position itself is fully remote/field-based with no requirements to go into the office. The clients are based around North Wales, so being local to the area is a requirement.
What’s on offer?
- Salary of up to £55,000
- Competitive bonus scheme allowing for OTE of £80,000 in year one
- Fully remote working model
- Strong benefits package
If you’re interested in the Financial Adviser position then apply today and if suitable, one of our consultants will be in touch within 24 hours!
Financial Adviser in Llandudno employer: WEALTHLINK RECRUITMENT LTD
Contact Detail:
WEALTHLINK RECRUITMENT LTD Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser in Llandudno
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know about opportunities in North Wales. A personal recommendation can go a long way in landing that Financial Adviser role.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of investment, pensions, and estate planning. We want you to showcase your expertise and how you can provide holistic advice to clients. Practice common interview questions with a friend or in front of the mirror!
✨Tip Number 3
Don’t forget to highlight your local knowledge of North Wales during interviews. Being familiar with the area and its clients can set you apart from other candidates. Show them you’re not just another Financial Adviser, but the right one for their existing client book.
✨Tip Number 4
Apply through our website! It’s quick and easy, and we’ll make sure your application gets the attention it deserves. Plus, if you’re suitable, one of our consultants will be in touch within 24 hours – how’s that for speedy feedback?
We think you need these skills to ace Financial Adviser in Llandudno
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Adviser role. Highlight your experience with investment, pensions, and estate planning. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this remote position and how you can manage the existing client book effectively. Let us know your passion for financial services!
Showcase Your Local Knowledge: Since the clients are based around North Wales, it’s important to demonstrate your understanding of the local market. Share any relevant insights or experiences that show you’re connected to the area.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any updates from us!
How to prepare for a job interview at WEALTHLINK RECRUITMENT LTD
✨Know Your Numbers
As a Financial Adviser, you'll need to demonstrate your understanding of financial metrics. Brush up on key figures related to investment performance, AUM, and client retention rates. Being able to discuss these confidently will show that you’re not just familiar with the numbers but can also leverage them in your advice.
✨Client-Centric Approach
Since you'll be taking over an existing client book, it's crucial to convey your commitment to client relationships. Prepare examples of how you've successfully managed client portfolios in the past, focusing on your holistic approach to financial planning. This will highlight your ability to provide tailored advice.
✨Remote Work Readiness
Given that this role is fully remote, be ready to discuss how you manage your time and stay organised without direct supervision. Share specific tools or strategies you use to maintain productivity and communication with your team, as this will reassure them of your capability to thrive in a remote setting.
✨Local Knowledge Matters
Being local to North Wales is a requirement, so make sure to showcase your understanding of the regional market. Discuss any insights you have about local economic conditions or client needs in the area. This will demonstrate your readiness to engage with clients effectively from day one.