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- Tasks: Provide holistic financial planning advice and build client relationships.
- Company: Join a well-known IFA firm that prioritises client service and personalised financial planning.
- Benefits: Enjoy a competitive salary, comprehensive benefits, and unlimited bonus potential.
- Why this job: Be part of a supportive team that values your growth and makes a real impact.
- Qualifications: Must be Level 4 qualified in Financial Planning with a passion for client service.
- Other info: Full admin and paraplanning support provided, along with ongoing lead generation.
The predicted salary is between 43200 - 72000 £ per year.
Up to £60k + Package + Paraplanning + Full Lead Generation + 40% Bonus paid with no Validation.
Resource Matters have been retained by this well-known IFA firm to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring, you will provide holistic financial planning advice to a large portfolio of clients and benefit from ongoing lead generation.
The Independent Financial Advisor will enjoy superb paraplanning support, a full client portfolio to build relationships with, and ongoing lead generation from local lead introducers.
Our client distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to financial planning. You can feel confident knowing that the company aligns with their clients' best interests by using a simple and transparent fee structure and recognised European custodians.
It's the people that make the company flourish, and to help their employees meet their long-term goals, they offer an attractive basic salary, a very comprehensive benefits package, and an unlimited bonus structure.
The Independent Financial Advisor role comes with full client support, all ongoing advice fees, full admin & Paraplanning support, and full lead generation.
Your Qualifications for the Independent Financial Advisor role:
- Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning
- Genuine desire to provide a high standard of advice and service to clients
- You are engaging and can connect with a wide array of audiences
- Detailed knowledge of Investments, tax planning, and Defined Contribution pensions.
Apply today to be a part of a team environment where you make a real difference. Quote reference RH 96143.
Independent Financial Advisor employer: Resource Matters Ltd
Contact Detail:
Resource Matters Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor
✨Tip Number 1
Network with professionals in the financial services industry. Attend local finance-related events or join online forums to connect with other Independent Financial Advisors. This can help you gain insights into the role and potentially get referrals.
✨Tip Number 2
Research the company thoroughly. Understand their values, client approach, and the specific services they offer. Tailoring your conversations to reflect your alignment with their mission can make a strong impression during interviews.
✨Tip Number 3
Prepare to discuss your experience with holistic financial planning. Be ready to share specific examples of how you've successfully managed client portfolios and provided tailored advice, as this will demonstrate your capability for the role.
✨Tip Number 4
Showcase your knowledge of current market trends and regulations in financial planning. Being well-informed will not only boost your confidence but also show potential employers that you are proactive and dedicated to your profession.
We think you need these skills to ace Independent Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 qualification and relevant experience in financial planning. Emphasise your ability to provide holistic advice and your knowledge of investments, tax planning, and pensions.
Craft a Compelling Cover Letter: In your cover letter, express your genuine desire to offer high-quality service to clients. Mention how your approach aligns with the company's client-first philosophy and your enthusiasm for building long-term relationships.
Showcase Your Skills: Use specific examples to demonstrate your engagement skills and ability to connect with diverse audiences. Highlight any previous successes in lead generation or client management that would be relevant to this role.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or typos. A polished application reflects your attention to detail, which is crucial in the financial advisory field.
How to prepare for a job interview at Resource Matters Ltd
✨Showcase Your Qualifications
Make sure to highlight your Level 4 qualification and any relevant experience in financial planning. Be prepared to discuss how your qualifications have equipped you to provide high-quality advice and service to clients.
✨Demonstrate Client-Centric Approach
Since the company prides itself on putting clients first, share examples of how you've successfully built relationships with clients in the past. Discuss your approach to understanding their needs and providing tailored financial solutions.
✨Knowledge is Key
Brush up on your knowledge of investments, tax planning, and Defined Contribution pensions. Be ready to answer technical questions and demonstrate your expertise in these areas during the interview.
✨Engage with the Interviewers
Practice your communication skills to ensure you can connect with a wide array of audiences. Engage with the interviewers by asking insightful questions about the company's culture and how they support their advisors in achieving their goals.
