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- Tasks: Provide holistic financial advice to clients via video, phone, or face-to-face.
- Company: Join a reputable Independent Financial Planning firm with 15 years of experience.
- Benefits: Enjoy remote work, pre-qualified client appointments, and full support from paraplanning and administration.
- Why this job: This role offers high earning potential and the chance to advance your career in a supportive environment.
- Qualifications: You need a minimum Diploma and experience as a Financial Adviser or Planner.
- Other info: Earn an OTE of £100K-£120K, with many advisers exceeding this amount.
The predicted salary is between 80000 - 120000 £ per year.
An Independent Financial Planning firm is looking to appoint three financial advisers or IFAs. They have been trading for nearly 15 years and have an excellent reputation, providing holistic advice to a wide range of personal and corporate clients.
The role is remote / home based and the firm moved from office based to a fully remote model 5 years ago. They provide you with pre-qualified appointments with clients and these are pre-booked into your diary. The advice is generally given by video, but can be face to face or by phone if required. They also offer full paraplanning and administration support along with market leading IT and software.
In return, there is a competitive package with a genuine OTE of £100K-£120K which is aimed at rewarding the IFA / Financial Planner for the high level of service required. A number of advisers with the firm earn significantly more than this.
This role is an outstanding opportunity for a driven, ambitious and experienced individual who is looking for the next step in their career. You will be a minimum of Diploma and have experience as a Financial Adviser / Planner / IFA.
Please send your CV to Douglas McDougall for more information on this opportunity.
IFA employer: Pinstripe Personnel
Contact Detail:
Pinstripe Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA
✨Tip Number 1
Network with other financial advisers and industry professionals. Attend webinars, workshops, or local meetups to build connections that could lead to referrals or insights about the role.
✨Tip Number 2
Familiarise yourself with the latest financial planning software and tools. Being proficient in these technologies can set you apart from other candidates and show your commitment to providing excellent service.
✨Tip Number 3
Prepare for virtual interviews by ensuring you have a professional setup. Test your technology beforehand and choose a quiet, well-lit space to make a great impression during video calls.
✨Tip Number 4
Research the firm’s values and client approach. Tailor your discussions to align with their philosophy, demonstrating that you understand their business model and are a good fit for their team.
We think you need these skills to ace IFA
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Adviser or Planner. Emphasise relevant qualifications, such as your Diploma, and any specific achievements that demonstrate your ability to provide holistic advice.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising. Mention why you are interested in this remote role and how your skills align with the company's values and client needs.
Highlight Remote Work Experience: Since the position is remote, include any previous experience you have working from home. Discuss how you manage your time effectively and maintain communication with clients and colleagues in a virtual environment.
Showcase Client Relationship Skills: In your application, provide examples of how you have successfully built and maintained relationships with clients. This is crucial for a role that involves pre-qualified appointments and delivering high-quality service.
How to prepare for a job interview at Pinstripe Personnel
✨Know Your Stuff
Make sure you have a solid understanding of financial products and services. Brush up on your knowledge of investment strategies, tax implications, and retirement planning to impress during the interview.
✨Showcase Your Experience
Prepare to discuss your previous roles as a Financial Adviser or Planner. Highlight specific achievements and how you've helped clients achieve their financial goals, as this will demonstrate your capability and value.
✨Understand the Company Culture
Research the firm’s values and mission. Being able to articulate how your personal values align with theirs can set you apart from other candidates and show that you're a good fit for their team.
✨Prepare Questions
Have insightful questions ready to ask about the role and the company. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
