Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide holistic financial advice on investments, pensions, and estate planning.
- Company: National financial planning firm with a strong reputation.
- Benefits: Competitive salary, strong bonus scheme, and fully remote work.
- Why this job: Manage a £30m client book and make a real difference in clients' lives.
- Qualifications: Experience as a Financial Adviser and strong client management skills.
- Other info: Great opportunity for career growth in a supportive environment.
The predicted salary is between 55000 - 80000 £ per year.
A national financial planning firm is seeking an experienced Financial Adviser to manage an existing client book valued at around £30m AUM. The role involves providing holistic advice on investments, pensions, IHT, and estate planning. This position is fully remote with clients based primarily around Sheffield.
The successful candidate will benefit from competitive compensation, including a base salary of up to £55,000 and an OTE of £80,000 with a strong bonus scheme.
Remote Financial Adviser: £30m AUM, 150 Clients, OTE £80k in Sheffield 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: £30m AUM, 150 Clients, OTE £80k in Sheffield
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector, especially those who might know about opportunities at firms like ours. A personal recommendation can make all the difference.
✨Tip Number 2
Prepare for virtual interviews by practising common questions and showcasing your expertise in investments, pensions, and estate planning. We want to see how you can add value to our clients!
✨Tip Number 3
Showcase your success stories! Be ready to discuss how you've managed client portfolios and achieved results. Numbers speak volumes, so bring your A-game with stats and examples.
✨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: £30m AUM, 150 Clients, OTE £80k in Sheffield
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in managing client portfolios, especially with AUM similar to £30m. We want to see how you've provided holistic advice on investments and pensions, so don’t hold back!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Tell us why you’re the perfect fit for this remote role and how your expertise aligns with our needs. Be genuine and let your personality come through.
Showcase Your Client Management Skills: Since you'll be managing around 150 clients, it’s crucial to demonstrate your ability to build and maintain strong relationships. Share specific examples of how you've successfully managed client expectations and delivered results.
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 us 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 understanding of financial metrics. Brush up on key figures related to AUM, client retention rates, and investment performance. Being able to discuss these confidently will show that you’re not just familiar with the numbers but can also manage them effectively.
✨Showcase Your Holistic Approach
This role requires providing holistic advice, so be prepared to discuss how you integrate various financial aspects like investments, pensions, and estate planning. Have examples ready that illustrate your ability to create comprehensive financial plans tailored to individual client needs.
✨Understand the Client Base
Since the clients are primarily around Sheffield, do a bit of research on the local market trends and demographics. This knowledge will help you connect with the interviewers and show that you understand the specific challenges and opportunities their clients face.
✨Prepare for Scenario Questions
Expect scenario-based questions where you’ll need to demonstrate your problem-solving skills. Think about past experiences where you successfully navigated complex financial situations for clients. Use the STAR method (Situation, Task, Action, Result) to structure your answers clearly.