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For Companies At a Glance
- Tasks: Join as the sole Independent Financial Adviser in Scotland, managing a diverse client base.
- Company: Be part of a dynamic accountancy firm with 10 partners and thousands of clients.
- Benefits: Enjoy a competitive salary, bonus scheme, 25 days holiday, and healthcare benefits.
- Why this job: This role offers independence, strong support, and the chance to build valuable client relationships.
- Qualifications: 5+ years post-CAS experience and a drive for financial planning success are essential.
- Other info: Flexible working environment with opportunities for specialisation and career growth.
The predicted salary is between 51000 - 68000 £ 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 Scotland for an accountancy firm with 10 partners/directors and multiple thousands of accountancy clients. For context another region with 12,000 accountancy supports 8 IFAs with those planners 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. 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 and professionals in Scotland. Attend industry events or seminars where you can meet potential clients and establish relationships that could lead to referrals.
✨Tip Number 2
Familiarise yourself with the specific financial needs of business owners. Tailor your approach to demonstrate how your services can directly benefit their businesses, which will help you stand out as a valuable adviser.
✨Tip Number 3
Engage with the existing team at the accountancy firm. Building rapport with partners and directors can lead to more referrals and support, making it easier for you to establish your presence as the sole IFA.
✨Tip Number 4
Showcase your independence and expertise in financial planning during interviews. Highlight your ability to work autonomously while also being a team player, as this aligns with the firm's management style.
We think you need these skills to ace Independent Financial Adviser IFA
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience as a financial planner, especially your post-CAS advice experience. Emphasise your technical skills and any progress towards Chartered status.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your ability to build relationships with clients and how you can leverage internal connections to succeed.
Highlight Your Mindset and Drive: In your application, convey your self-starter attitude and confidence in financial planning. Discuss your long-term vision and how this opportunity aligns with your career goals.
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 built relationships with clients, especially business owners, as this is crucial for the role.
✨Demonstrate Technical Skills
Since good technical skills are essential for this position, be ready to discuss your knowledge in financial planning. You might want to prepare examples of how you've applied these skills in real-world scenarios to impress the interviewers.
✨Emphasise Relationship Building
The company values the ability to leverage internal relationships, so be sure to talk about your approach to building rapport with colleagues and clients. Share any strategies you've used to foster strong connections that lead to referrals.
✨Express Long-Term Commitment
This opportunity is seen as a medium to long-term career move. Convey your willingness to invest time and effort into the role, and discuss how you envision growing with the company over the years, rather than focusing solely on immediate earnings.
