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- Tasks: Join a dynamic team as an Independent Financial Advisor, converting leads and helping clients achieve their financial goals.
- Company: Work with an award-winning IFA firm in Crawley, known for its client-first approach and supportive culture.
- Benefits: Enjoy a competitive salary, annual bonus, 25 days leave, hybrid working, and study support.
- Why this job: Be part of a respected firm that values your growth and offers a thriving work environment.
- Qualifications: Must have 3-5 years of advisory experience and a Level 4 qualification or higher.
- Other info: This role includes a pool of clients and strong leads to maximise your potential.
The predicted salary is between 42000 - 84000 £ per year.
Location: Crawley, West Sussex (2 days per week working from home)
Salary/package: Up to £70,000 + Bonus + 25 days annual leave + Pension + Study Support + Free Parking
Our client is an award-winning, boutique IFA firm based in Crawley, West Sussex. Over the past 30 years, the company has grown to become one of the region's most respected Independent Financial Advisory businesses. The firm prides itself on putting the client's interests first whilst ensuring a thriving working environment for its employees.
The business is currently looking to increase headcount within its Financial Advice team. Currently 8-strong, the company is keen to hire at least one Independent Financial Advisor as the firm continues to grow year-on-year.
Our client requires an experienced Independent Financial Advisor who can convert strong leads into clients and generally develop new business. The geographical area the Independent Financial Advisor would cover would be mainly parts of Surrey and West Sussex. The firm regularly generates strong leads from various marketing initiatives and presentations made to companies across this region and is keen to maximise the opportunity.
Apart from generating new business and converting leads, the Independent Financial Advisor would also be expected to help clients reach their goals through holistic planning and advice. Strong knowledge of Inheritance Tax Planning, Pensions, Investments and Equity Release would be preferred. A pool of clients, as well as leads, will be provided by the firm. The Independent Financial Advisor position allows for hybrid working.
Requirements:
- At least 3-5 years' experience as an Adviser.
- Level 4 qualification or higher.
- Strong background in developing new business and converting leads.
- Live a commutable distance from Crawley, West Sussex.
Remuneration / Package:
- Salary up to £70,000 (depending on experience)
- Annual bonus
- Pension
- 25 days’ annual leave
- Study support
- Income Protection
- Free parking
- Hybrid working (2 days per week WFH)
Next steps: If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV.
Independent Financial Advisor employer: LinkedIn
Contact Detail:
LinkedIn 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 advisory sector, especially those who are already working in or around Crawley. Attend local finance-related events or seminars to meet potential colleagues and clients, which can help you get a foot in the door.
✨Tip Number 2
Familiarise yourself with the specific needs and challenges of clients in Surrey and West Sussex. Understanding the local market will not only help you connect better with potential clients but also demonstrate your commitment to providing tailored advice.
✨Tip Number 3
Showcase your expertise in areas like Inheritance Tax Planning and Pensions during networking conversations. Being able to discuss these topics confidently can set you apart from other candidates and highlight your suitability for the role.
✨Tip Number 4
Engage with the firm's online presence by following them on social media and participating in discussions. This can help you stay updated on their latest initiatives and demonstrate your genuine interest in their work when you apply.
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 experience as an Independent Financial Advisor, focusing on your ability to convert leads and develop new business. Include specific examples of your achievements in these areas.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your understanding of the firm's values. Mention your relevant qualifications and how they align with the role's requirements, particularly in areas like Inheritance Tax Planning and Pensions.
Highlight Relevant Experience: In your application, emphasise your 3-5 years of experience as an Adviser. Discuss your level 4 qualification or higher and any specific successes you've had in generating new business or converting leads.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial advisory field.
How to prepare for a job interview at LinkedIn
✨Showcase Your Experience
Make sure to highlight your 3-5 years of experience as an Independent Financial Advisor. Be prepared to discuss specific examples of how you've successfully converted leads into clients and developed new business.
✨Demonstrate Holistic Planning Skills
Since the role involves helping clients reach their goals through holistic planning, be ready to explain your approach to financial advice. Discuss your knowledge in areas like Inheritance Tax Planning, Pensions, Investments, and Equity Release.
✨Research the Company
Familiarise yourself with the firm's values and achievements. Understanding their client-first approach and thriving work environment will help you align your answers with what they value most in a candidate.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This shows your interest in the role and helps you gauge if the company is the right fit for you, especially regarding their support for professional development.
