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- Tasks: Manage an existing client book and provide holistic financial advice remotely.
- Company: National financial planning firm with a strong reputation.
- Benefits: Up to £55,000 salary, competitive bonuses, and excellent benefits package.
- Why this job: Join a dynamic team and make a real difference in clients' financial lives.
- Qualifications: Experience as a Financial Adviser and local knowledge of Preston area.
- Other info: Fully remote role with great work-life balance and career growth potential.
The predicted salary is between 55000 - 55000 £ per year.
A national financial planning firm is seeking an experienced Financial Adviser to manage an existing client book in a fully remote role. The successful candidate will provide holistic financial advice covering investments, pensions, and estate planning.
This position offers a salary of up to £55,000 with a competitive bonus potential, plus a strong benefits package. Candidates must be based locally to Preston to serve clients in the area.
Remote Financial Adviser: £80k OTE, 150-Client Book employer: WEALTHLINK RECRUITMENT LTD
Contact Detail:
WEALTHLINK RECRUITMENT LTD Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Remote Financial Adviser: £80k OTE, 150-Client Book
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for virtual interviews by setting up a professional backdrop and testing your tech beforehand. We want you to shine, so make sure your camera and microphone are working perfectly!
✨Tip Number 3
Showcase your expertise during interviews by discussing specific cases where you've provided holistic financial advice. This will demonstrate your skills and give potential employers confidence in your abilities.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Remote Financial Adviser: £80k OTE, 150-Client Book
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial advising, especially with investments, pensions, and estate planning. We want to see how your skills match the role, so don’t be shy about showcasing your 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 this remote role and how you can manage the existing client book effectively. Let us know what makes you tick in the financial world!
Showcase Your Client Management Skills: Since you’ll be managing an existing client book, it’s crucial to demonstrate your client management skills. Share examples of how you’ve built relationships and provided holistic advice in your previous roles.
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 during the process!
How to prepare for a job interview at WEALTHLINK RECRUITMENT LTD
✨Know Your Numbers
As a Financial Adviser, you'll need to demonstrate your expertise in investments, pensions, and estate planning. Brush up on key financial metrics and be ready to discuss how you've successfully managed client portfolios in the past.
✨Showcase Your Client Management Skills
Since you'll be managing an existing client book, it's crucial to highlight your experience in client relationship management. Prepare examples of how you've built trust and rapport with clients, and how you’ve tailored advice to meet their unique needs.
✨Understand the Local Market
Being based locally to Preston means you should have a good grasp of the regional financial landscape. Research any local economic factors that could impact your clients and be prepared to discuss how you would address these in your advisory role.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare insightful questions about the firm's approach to client management and their expectations for the role. This shows your genuine interest and helps you assess if the company is the right fit for you.