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- Tasks: As an Independent Financial Adviser, you'll manage client relationships and provide tailored financial advice.
- Company: Join a well-established firm with 6,500 accountancy clients in Cardiff/Swansea, focused on financial planning.
- Benefits: Enjoy a competitive salary, bonus scheme, 25 days holiday, pension, and healthcare benefits.
- Why this job: This role offers independence, a large client base, and supportive colleagues to help you succeed.
- Qualifications: You need 5+ years of post-CAS advice experience and strong technical skills; Chartered status is a plus.
- Other info: Flexible working environment with opportunities for specialisation and career growth.
The predicted salary is between 50000 - 70000 £ per year.
Job Description
When we say this is a big opportunity we mean it. And we have the evidence to back it up.Here you'll be the only IFA in a region (Cardiff/Swansea) that has 6,500 accountancy clients. For context another region supports 8 IFAs with 12,000 clients and those planners are writing £500,000 – £750,000 per annum. So let's just say you'll have plenty to go at.And it's not only a quantity thing.80% of clients are business owners so there's a lot of scope for high income cases and referrals. Plus the South Wales team has referred to a financial planner in the past. Yes you'll need to build relationships but you won't be banging your head against the wall – this is a team/business that "gets" financial planning.This appreciation extends to the admin and paraplanning support you'll receive. At this firm they want their planners getting referrals and seeing clients. With the support on offer that's exactly what you'll get to do.As for management style it's light touch. The leadership team have been at the business for years and continue to lead from the front. They empower their IFAs and trust them to get on with the job at hand whilst at the same time continuing to bang the drum for financial planning.Salary is £60,000 – £80,000 but there is some flexibility based on performance/experience/exam status. There's a bonus scheme where you earn 25% over validation and a full benefits package including:
- 25 days holiday + bank holidays
- The chance to buy or sell up to 5 days a year
- Pension
- Healthcare
Yes there's some hard work ahead.But there's a huge client book to approach aided by supportive colleagues.You'll be independent with your advice and also how you operate. There's scope to specialise if you want to.And you'll have the support of the wider financial planning team to draw on. HERE'S WHAT YOU'LL NEED:You'll be a self-starter and a confident financial planner with 5+ years post-CAS advice experience. You'll have good technical skills and be on the way to Chartered if you aren't already.But your mindset, drive and ability to leverage internal relationships is of more importance.This is a big opportunity but the company knows that it is a medium/long-term one so have their expectations set accordingly. And so will you – this is somewhere you can end your career but in the short-term there's a lot of work ahead. There will be opportunities where you can earn more initially and if that's your focus this one isn't for you.You will be a visible presence in the region but the firm know you'll spend a lot of time out and about seeing clients. Flexibility is the key word here.You'll want to work for an independent financial planner. —————————————————————————————–Want to know more? Click apply and we'll be in touch.If you don't have a CV send us a way of contacting you. We can come to the CV later.Everyone will receive a response.
Independent Financial Adviser IFA employer: Exchange Street Claims & Financial Services
Contact Detail:
Exchange Street Claims & Financial Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser IFA
✨Tip Number 1
Network with local business owners in Cardiff and Swansea. Attend industry events or local meetups to establish connections that could lead to referrals and potential clients.
✨Tip Number 2
Familiarise yourself with the specific financial needs of business owners in the region. Tailoring your approach to address their unique challenges can set you apart from other candidates.
✨Tip Number 3
Showcase your ability to build relationships by sharing examples of past successes in client management. Highlight how you've leveraged internal resources to enhance client satisfaction.
✨Tip Number 4
Demonstrate your understanding of the firm's culture and values during any discussions. Emphasising your alignment with their light-touch management style and commitment to financial planning will resonate well.
We think you need these skills to ace Independent Financial Adviser IFA
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and expectations of an Independent Financial Adviser. Familiarise yourself with the specific requirements mentioned in the job description, such as the need for 5+ years of post-CAS advice experience.
Tailor Your CV: Craft your CV to highlight relevant experience and skills that align with the job. Emphasise your technical skills, client relationship management, and any achievements in financial planning that demonstrate your capability as a self-starter.
Write a Compelling Cover Letter: Your cover letter should reflect your understanding of the company and the role. Discuss your motivation for applying, your approach to financial planning, and how you can contribute to their team. Make it personal and engaging to stand out.
Follow Up: After submitting your application, consider sending a polite follow-up email if you haven't heard back within a week or two. This shows your enthusiasm for the position and keeps you on their radar.
How to prepare for a job interview at Exchange Street Claims & Financial Services
✨Showcase Your Experience
Make sure to highlight your 5+ years of post-CAS advice experience during the interview. Be prepared to discuss specific cases where you've successfully advised clients, especially business owners, as this aligns with the client base you'll be working with.
✨Demonstrate Relationship-Building Skills
Since building relationships is key in this role, come ready with examples of how you've developed and maintained client relationships in the past. Discuss your approach to networking and how you leverage internal relationships for referrals.
✨Emphasise Your Independence
The firm values independent financial planning, so express your commitment to providing unbiased advice. Share instances where your independence has led to better outcomes for your clients, showcasing your ability to operate autonomously.
✨Prepare for a Long-Term Vision
Understand that this role is seen as a medium to long-term opportunity. Be ready to discuss your career aspirations and how they align with the company's vision. Show that you're committed to growing within the firm and contributing to its success over time.
