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- Tasks: Manage client portfolios and provide holistic financial planning services.
- Company: Med-Ex Financial Advisory Services is a leading firm supporting medical professionals with financial security.
- Benefits: Earn up to £80,000, enjoy 24 days holiday, hybrid work, and family medical insurance.
- Why this job: Join a supportive team, learn from industry experts, and shape the future of the business.
- Qualifications: Must be an experienced Financial Adviser with a minimum Diploma qualification.
- Other info: Opportunity for leadership transition as the founder approaches retirement.
The predicted salary is between 48000 - 112000 £ per year.
The Role:I am recruiting a Financial Adviser (Financial Planner, IFA) on behalf of Med-Ex Financial Advisory Services Ltd, a leading independent Financial Planning firm based in Uffculme, Devon (EX15, just 2 miles off the M5). This is an employed role and provides a fantastic opportunity for an experienced Financial Adviser (Financial Planner, IFA), to take full responsibility for managing an existing portfolio of clients, providing fully holistic, independent lifestyle financial planning. The Opportunity: The successful Financial Adviser (Financial Planner, IFA) will be ambitious, keen to progress and to make a significant contribution to the strategic direction of the firm, with the opportunity to take over leadership of the business as the Founder gradually transitions towards retirement (over the next 5 years). They will also be provided with the support required to become Chartered (if they are not already) benefitting from the guidance and 30+ years experience of the Founder and Director.
The Person: The successful Financial Adviser (Financial Planner, IFA) will be a warm relationship builder, who is used to delivering a highly personalised and fully holistic financial planning service. You will have strong technical knowledge in most aspects of financial planning (including retirement and pension planning, investments, tax and estate planning and protection) and will be responsible for analysing and addressing clients financial needs and goals, developing comprehensive lifetime planning strategies and providing proactive and on-going advice.
Salary and Benefits: Basic salary up to £80,000 (dependant on experience) + bonus + 24 days holiday + bank holidays + continued professional development + hybrid and flexible working arrangements + 8% pension + family private medical insurance + life insurance + free parking.
The Company:Med-Ex Financial Advisory Services Limited was established in 1998 and provide independent financial and investment planning services to medical and dental professionals, who are working in the NHS or Private Practice. They support them and their families to find financial security and freedom, through delivering clear, intelligent and unambiguous, goals based financial advice, providing a high-quality service and financial strategies that take care of them over the short and long term.
Financial Adviser (Financial Planner, IFA), Responsibilities:
- Develop strong relationships and work to deliver an exceptional service to new and existing clients.
- Provide a highly personalised, fully holistic, goals led, financial planning service.
- Attend client meetings, conduct client reviews, make financial planning recommendations and implement solutions.
- Delegate work as appropriate to ensure the highest levels of technical research and client service is provided.
- Maintain up to date knowledge of industry standards and ensure all regulatory and compliance standards are met.
- Utilise technology such as Microsoft Teams, CRM systems, and AI, to enhance client service delivery.
- Contribute to the strategic and operational development of the business.
Financial Adviser (Financial Planner, IFA), Skills and Experience:
- An experienced Financial Adviser used to delivering a high quality, personalised and goals led, financial planning service.
- Diploma qualified as a minimum (Dip PFS or equivalent).
- Good knowledge and experience of all areas of financial planning retirement and pension planning, investments, tax and estate planning and protection taxation etc.
- Emotionally intelligent, a keen listener and strong communicator, capable of articulating complex financial concepts clearly and a warm relationship builder, demonstrating a caring, client-centric approach.
- A supportive, motivational and collaborative team player, with the ability to manage workflow and delegate tasks effectively.
- Quality focused, analytical with excellent attention to detail.
- A strong technology and mathematical aptitude.
- Confident and ambitious, keen to learn and to contribute to business strategy and the continued growth and success of the business.
- Preferable but not essential – Experience of NHS benefits would be useful but is not essential.
Dawn OShea is a recruitment partner, recruiting the Financial Adviser (Financial Planner) directly on behalf of Med-Ex so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted by telephone in the first instance to discuss the role and your requirements in more detail.
Financial Advisor in Cullompton employer: CV Elite Ltd
Contact Detail:
CV Elite Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor in Cullompton
✨Tip Number 1
Familiarize yourself with Med-Ex Financial Advisory Services and their approach to financial planning. Understanding their client base, especially medical and dental professionals, will help you tailor your conversations and demonstrate how you can meet their specific needs.
✨Tip Number 2
Highlight your relationship-building skills during the interview process. Since the role emphasizes personalized service, be prepared to share examples of how you've successfully built and maintained client relationships in the past.
✨Tip Number 3
Showcase your technical knowledge in various areas of financial planning. Be ready to discuss your experience with retirement planning, investments, and tax strategies, as these are crucial for the role.
✨Tip Number 4
Express your ambition and willingness to contribute to the strategic direction of the firm. Discuss your long-term career goals and how they align with the company's vision, especially regarding leadership opportunities as the Founder transitions.
We think you need these skills to ace Financial Advisor in Cullompton
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Financial Adviser position. Understand the key responsibilities and required skills, so you can tailor your application to highlight your relevant experience.
Highlight Relevant Experience: In your CV and cover letter, emphasize your experience in delivering personalized financial planning services. Mention specific examples of how you've built relationships with clients and addressed their financial needs.
Showcase Your Qualifications: Make sure to clearly state your qualifications, such as your Diploma in Financial Planning or equivalent. If you have any additional certifications or training, include those as well to demonstrate your commitment to professional development.
Personalize Your Cover Letter: Write a cover letter that reflects your personality and approach to client relationships. Use a warm tone and explain why you are passionate about helping clients achieve financial security and freedom.
How to prepare for a job interview at CV Elite Ltd
✨Showcase Your Relationship-Building Skills
As a Financial Adviser, your ability to build warm relationships is crucial. Be prepared to share examples of how you've successfully developed client relationships in the past and how you approach personalized financial planning.
✨Demonstrate Technical Knowledge
Make sure to brush up on your knowledge of retirement and pension planning, investments, tax, and estate planning. Be ready to discuss specific strategies you've implemented and how they benefited your clients.
✨Emphasize Your Client-Centric Approach
Highlight your emotionally intelligent and caring nature during the interview. Share stories that illustrate your listening skills and how you prioritize your clients' needs in your financial planning process.
✨Discuss Your Ambition and Contribution to Strategy
The role offers a chance to contribute to the firm's strategic direction. Be prepared to discuss your career ambitions and how you envision contributing to the growth and success of the business as it transitions over the next few years.
