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For Companies At a Glance
- Tasks: Build client relationships and provide expert financial advice to help achieve their goals.
- Company: Join a growing, employee-owned Independent Financial Advisory firm in Essex.
- Benefits: Enjoy flexible salary options, commission opportunities, and full support from paraplanning and marketing teams.
- Why this job: Make a real impact on clients' financial futures while developing your own entrepreneurial skills.
- Qualifications: Level 4 Diploma in Financial Planning is required; experience as an IFA preferred but not essential.
- Other info: Ideal for self-motivated individuals eager to grow their client base and career.
The predicted salary is between 36000 - 60000 £ per year.
Our client, an employee-owned and growing IFA in Essex, is seeking a motivated and experienced Independent Financial Adviser / Financial Planner (IFA). In this role, you will build long-term client relationships, provide expert financial advice, and help clients achieve their financial goals. You will manage portfolios, generate new business, and ensure compliance with regulatory standards.
There are legacy clients to review and generate new business from and full paraplanning, admin and marketing support, but you will need to be able to network and self-generate new business in order to grow your client book.
Key Responsibilities:- Build and maintain strong client relationships, delivering tailored financial planning advice.
- Provide expert guidance on pensions, investments, protection, and inheritance tax planning.
- Regularly review and manage client portfolios to align with financial goals and risk profiles.
- Generate new business through referrals, networking, and proactive outreach.
- Ensure all advice and recommendations comply with FCA regulations and company standards.
- Conduct research to identify suitable financial products and solutions.
- Collaborate with support teams to streamline the advisory process.
- Level 4 Diploma in Financial Planning (required).
- Ideally a proven track record as an Independent Financial Adviser, although Associate Financial Planners (not yet CAS) will also be considered if you can show the drive and capability to win new business.
- Strong communication and interpersonal skills, with the ability to simplify complex financial information.
- Proficient in financial planning software and CRM systems (e.g., Intelligent Office).
- Self-motivated with excellent organisational skills.
- Client-focused with a commitment to exceptional service.
- Ethical, professional, and proactive approach to financial planning.
- Entrepreneurial mindset with the drive to grow and develop a client base.
Our client offers the option of either a basic salary and then a percentage of all fees generated (new and trail) above 2.5x salary, or you can take a commission only model (but with an employed contract and associated benefits) where you will take a percentage of all business, new and trail, from day one.
Independent Financial Advisor employer: Synchronicity Group
Contact Detail:
Synchronicity Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor
✨Tip Number 1
Networking is key in the financial advisory world. Attend local finance-related events, join professional associations, and connect with other professionals on platforms like LinkedIn to expand your network and increase your chances of generating new business.
✨Tip Number 2
Showcase your expertise by offering free workshops or webinars on financial planning topics. This not only positions you as a knowledgeable advisor but also helps you attract potential clients who may be interested in your services.
✨Tip Number 3
Leverage social media to share valuable content related to financial planning. Regularly post tips, articles, and insights that can engage your audience and demonstrate your knowledge, making it easier for potential clients to find and trust you.
✨Tip Number 4
Consider reaching out to existing clients for referrals. Satisfied clients are often happy to recommend you to their friends and family, which can significantly boost your client base and help you achieve your business goals.
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 Adviser. Focus on your ability to build client relationships, manage portfolios, and generate new business. Use specific examples to demonstrate your skills in financial planning and compliance.
Craft a Compelling Cover Letter: In your cover letter, express your motivation for applying and how your background aligns with the role. Mention your Level 4 Diploma in Financial Planning and any relevant achievements that showcase your capability to win new business.
Showcase Your Communication Skills: Since strong communication is key in this role, ensure your application reflects your ability to simplify complex financial information. Use clear and concise language throughout your CV and cover letter.
Highlight Networking Experience: Given the importance of networking in generating new business, include any relevant experiences where you successfully built professional relationships or expanded your client base. This will demonstrate your entrepreneurial mindset and proactive approach.
How to prepare for a job interview at Synchronicity Group
✨Showcase Your Client Relationship Skills
As an Independent Financial Advisor, your ability to build and maintain strong client relationships is crucial. Prepare examples of how you've successfully managed client portfolios and provided tailored financial advice in the past.
✨Demonstrate Your Knowledge of Financial Products
Be ready to discuss various financial products and solutions, especially in areas like pensions, investments, and inheritance tax planning. This will show your expertise and help you stand out as a knowledgeable candidate.
✨Highlight Your Networking Abilities
Since generating new business is key, share specific strategies you've used to network and attract clients. Discuss any successful outreach initiatives or referral programmes you've implemented in previous roles.
✨Emphasise Compliance and Ethical Standards
Understanding FCA regulations is vital for this role. Be prepared to talk about how you ensure compliance in your advisory process and your commitment to ethical financial planning practices.
