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KFS Recruitment

IFA

Full-Time 34000 - 46000 £ / year (est.) No home office possible

At a Glance

Tasks: Engage with clients to review their financial situations and provide tailored advice.
Company: Join a small, dynamic firm specializing in independent financial advice.
Benefits: Enjoy a competitive salary, bonus potential, and a workplace pension.
Why this job: Make a real impact on clients' financial futures while working in a supportive environment.
Qualifications: Must have Full Dip FA level 4 and a proven track record in financial advice.
Other info: Flexible working hours available for the right candidate.

The predicted salary is between 34000 - 46000 £ per year.

Well established, highly reputable and growing IFA practiceis seeking an additional IFA to join the team. The ideal candidate will have a transferable client portfolio which will be supplemented with additional existing clients of the business. Duties include: Servicing the clients across all financial planning needs, predominantly pensions and investments The firm’s clients are mostly along the M4 corridor (Reading to Bristol), with some based in London – meetings are a mix of MS Teams or face to face Working with Discretionary Fund Managers and various platforms Being part of a team made up of Adviser, Paraplanners and support administrators Skills

IFA employer: KFS Recruitment

Our firm is an excellent employer, offering a supportive work culture that prioritizes client outcomes and professional integrity. With a competitive salary and bonus structure, along with a workplace pension and flexible working hours, we foster an environment where employees can thrive and grow in their financial advisory careers. Join us to be part of a dedicated team that values honest communication and provides meaningful financial solutions to our clients.

Contact Detail:

KFS Recruitment Recruiting Team

View KFS Recruitment Profile

StudySmarter Expert Advice 🤫

We think this is how you could land IFA

✨Tip Number 1

Make sure to network within the financial services industry. Attend local events or webinars where you can meet potential clients and other professionals. Building relationships can lead to referrals and opportunities.

✨Tip Number 2

Stay updated on the latest financial products and legislation. Subscribe to industry newsletters or follow relevant blogs. This knowledge will not only help you in interviews but also demonstrate your commitment to providing quality advice.

✨Tip Number 3

Practice your communication skills, especially over the phone. Role-play with a friend or mentor to refine your telephone manner. Being able to convey complex information clearly is crucial in this role.

✨Tip Number 4

Prepare for the interview by thinking of specific examples from your past experience that showcase your strong work ethic and client-focused approach. Be ready to discuss how you've successfully helped clients achieve their financial goals.

We think you need these skills to ace IFA

Strong Communication Skills

Client Relationship Management

Financial Analysis

Knowledge of Financial Products

Regulatory Compliance

Risk Assessment

Attention to Detail

Problem-Solving Skills

Time Management

Sales Skills

Adaptability

Professional Appearance

Full Dip FA Level 4 Certification

CRM System Proficiency

Some tips for your application 🫡

Highlight Relevant Experience: Make sure to emphasize your proven track record in providing quality financial advice. Include specific examples of how you've successfully helped clients with their financial needs.

Showcase Communication Skills: Since great communication skills are essential for this role, provide examples of how you've effectively communicated with clients in the past. This could include your telephone manner and ability to explain complex financial concepts clearly.

Demonstrate Knowledge of Financial Services: Illustrate your understanding of the fast-moving financial services market. Mention any relevant qualifications, such as your Full Dip FA level 4, and stay updated on current financial products and legislation.

Professional Presentation: Ensure that your application is well-organized and professionally presented. Use a clean format for your CV and cover letter, and maintain a smart and professional tone throughout your application.

How to prepare for a job interview at KFS Recruitment

✨Showcase Your Communication Skills

Since great communication is key in this role, practice articulating your thoughts clearly and confidently. Prepare to discuss how you've effectively communicated complex financial concepts to clients in the past.

✨Demonstrate Your Knowledge of Financial Services

Stay updated on the latest trends and changes in the financial services market. Be ready to discuss recent developments and how they could impact clients' financial decisions.

✨Highlight Your Client-Centric Approach

Prepare examples that showcase your focus on client outcomes. Discuss how you've tailored financial advice to meet individual client needs and how you ensure their satisfaction.

✨Dress Professionally and Be Punctual

First impressions matter! Dress smartly and arrive on time for your interview. This reflects your professionalism and respect for the opportunity.

IFA