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For Companies At a Glance
- Tasks: Manage a client bank and bring in new clients while delivering exceptional financial advice.
- Company: Join a reputable firm with over 15 years of experience in holistic financial advisory services.
- Benefits: Enjoy hybrid working, competitive salary, attractive bonuses, and a strong benefits package.
- Why this job: Be part of a growing team known for high-quality service and client referrals.
- Qualifications: Must have at least three years of advising experience and expertise with high-net-worth individuals.
- Other info: Flexible working hours and the chance to shape your own schedule.
The predicted salary is between 40000 - 60000 £ per year.
Job Description
Salary: £50k – £70k basic plus an attractive bonus and benefits package
Hybrid working (1-2 days a week in the office)
A well-established firm, operating for over 15 years with a stellar reputation for delivering holistic advisory services, is seeking an experienced Independent Financial Adviser to join their team. This opportunity arises as part of their growth strategy and involves managing a client bank transitioning from a retiring adviser over the next three years, while also bringing in new clients.
The firm specialises in serving families, retirees, and some City professionals, with clients holding between £150k and £350k in investable assets. Renowned for their high-quality service, they attract new business purely through referrals and recommendations. The client base is geographically diverse, spanning East Anglia and London, and reflects the company’s commitment to providing exceptional advisory services.
This position is ideal for a Financial Planner with at least three years of solid advising experience, who possesses the gravitas and expertise to work with high-net-worth individuals and deliver outstanding client service. While the Directors do not require you to bring an existing AUM, they are open to advisers with clients who align with their investment proposition. The role offers significant flexibility, allowing you to work from home and manage your schedule effectively.
In addition to the competitive £50k-£70k basic salary, the package includes hybrid working options, a strong benefits offering, and the opportunity to manage both existing clients and generate new business.
If this sounds like the right opportunity for you, please reach out to Joanna at FD for more details or to express your interest.
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser, Colchester, Essex, Hybrid working, £50k - £70k basic
✨Tip Number 1
Network with professionals in the financial advisory sector, especially those who have experience with high-net-worth clients. Attend industry events or webinars to connect with potential colleagues and clients, as referrals are key in this role.
✨Tip Number 2
Familiarise yourself with the firm's values and client base. Understanding their approach to holistic advisory services will help you tailor your conversations and demonstrate how your experience aligns with their needs.
✨Tip Number 3
Prepare to discuss your strategies for managing and growing a client bank. Highlight any successful experiences you've had in transitioning clients or acquiring new ones, as this will showcase your ability to contribute to the firm's growth.
✨Tip Number 4
Showcase your adaptability and willingness to embrace hybrid working. Be ready to discuss how you manage your time effectively while working remotely, as this flexibility is a significant aspect of the role.
We think you need these skills to ace Independent Financial Adviser, Colchester, Essex, Hybrid working, £50k - £70k basic
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Adviser, particularly any work with high-net-worth individuals. Emphasise your ability to manage client relationships and your success in generating new business.
Craft a Compelling Cover Letter: In your cover letter, explain why you are interested in this specific role and how your background aligns with the firm's focus on holistic advisory services. Mention your experience with clients holding significant investable assets.
Showcase Relevant Experience: When detailing your work history, focus on your achievements in financial planning and client management. Use specific examples that demonstrate your expertise and the value you can bring to the firm.
Highlight Your Soft Skills: Since the role requires delivering outstanding client service, be sure to mention your interpersonal skills, ability to build trust, and any relevant certifications or training that enhance your advisory capabilities.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Experience
Make sure to highlight your relevant experience in financial advising, especially any work with high-net-worth individuals. Be prepared to discuss specific cases where you've successfully managed client portfolios or provided exceptional service.
✨Understand the Firm's Values
Research the firm’s reputation and values before the interview. Since they pride themselves on delivering holistic advisory services, be ready to explain how your approach aligns with their commitment to high-quality service.
✨Prepare for Client Management Questions
Expect questions about how you would manage the transition of the client bank from the retiring adviser. Think about strategies for maintaining relationships and ensuring a smooth handover while also discussing how you plan to attract new clients.
✨Demonstrate Flexibility and Adaptability
Since the role offers hybrid working, be prepared to discuss how you manage your time effectively when working from home. Share examples of how you've successfully balanced remote work with client engagement in the past.
