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- Tasks: Join our team as an employed IFA, managing clients via phone and video.
- Company: A leading National IFA firm with a strong reputation in financial planning.
- Benefits: Enjoy a competitive salary, commission package, and excellent benefits.
- Why this job: Great opportunity for growth, training provided, and a supportive team culture.
- Qualifications: Must have Level 4 Diploma and CAS status; St James's Place advisers welcome.
- Other info: Office-based role in Hove with all leads and clients supplied.
The predicted salary is between 42000 - 77000 £ per year.
Our client is a major National IFA firm and they are currently in need of an employed IFA to join their team. This is an office based role in Hove dealing with all clients both on the telephone and via video. All leads and clients provided offering full financial planning and servicing to the client base.
Any necessary training will be provided; however, we are looking for competent individuals to join the team.
Base to £55,000 plus a commissions package and great benefits OTE £70,000+
You must be Level 4 Diploma qualified and hold CAS status. We will consider St James's Place advisers or other Financial Planners.
Contact Detail:
Astral Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Employed IFA, All Clients and Leads, Hove based
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as IFAs. Attend local events or webinars to connect with potential colleagues and gain insights into the company culture.
✨Tip Number 2
Familiarise yourself with the specific services and products offered by the National IFA firm. This knowledge will help you demonstrate your understanding of their business model during any interviews or discussions.
✨Tip Number 3
Prepare to discuss your previous experience in financial planning and how it aligns with the role. Be ready to share examples of how you've successfully managed client relationships and provided tailored financial advice.
✨Tip Number 4
Stay updated on current trends and regulations in the financial services sector. Showing that you are knowledgeable about the industry can set you apart from other candidates and demonstrate your commitment to professional development.
We think you need these skills to ace Employed IFA, All Clients and Leads, Hove based
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma qualifications and CAS status. Emphasise any relevant experience in financial planning and servicing clients, especially in an office-based environment.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the job description. Mention your experience with client interactions via telephone and video, and express your enthusiasm for joining a major National IFA firm.
Highlight Relevant Skills: In your application, focus on skills that are crucial for the role, such as communication, client management, and financial planning expertise. Use specific examples to demonstrate these skills.
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 vital in the financial sector.
How to prepare for a job interview at Astral Recruitment
✨Know Your Financial Planning Fundamentals
Make sure you brush up on your financial planning knowledge, especially the areas relevant to the role. Be prepared to discuss your experience with various financial products and how you've successfully managed client portfolios in the past.
✨Demonstrate Your Communication Skills
Since this role involves dealing with clients over the phone and via video, it's crucial to showcase your communication skills. Practice articulating complex financial concepts in a clear and concise manner, as well as demonstrating active listening during the interview.
✨Highlight Your Qualifications
Ensure you emphasise your Level 4 Diploma and CAS status during the interview. Be ready to discuss how these qualifications have equipped you to handle client needs effectively and how they align with the firm's expectations.
✨Prepare Questions for the Interviewers
Show your interest in the role by preparing thoughtful questions about the company culture, team dynamics, and growth opportunities. This not only demonstrates your enthusiasm but also helps you assess if the firm is the right fit for you.
