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For Companies At a Glance
- Tasks: Provide tailored financial advice and maintain strong client relationships.
- Company: Join a reputable independent financial planning organisation in Devon & Somerset.
- Benefits: Enjoy a competitive salary, performance bonuses, and access to a substantial client book.
- Why this job: This role offers growth opportunities and the chance to make a real impact on clients' lives.
- Qualifications: Minimum 2 years as a financial adviser with a proven track record in client management.
- Other info: Collaborate with in-house accountants for integrated client solutions.
The predicted salary is between 52000 - 78000 £ per year.
mbf are working with a successful, fully Independent Financial Planning organisation to recruit an experienced Financial Adviser. Our client is an established business with a fantastic reputation providing holistic financial solutions to clients across the Devon & Somerset regions. They are now seeking to recruit a Financial Adviser to join their team to take over a substantial book of clients. The Managing Director has an extensive client portfolio; they are looking to hand off a large amount of these clients so they can focus on growing the business - the client bank you will be inheriting will be in the region of £30M AUM.
The main focus of this role will be to provide an exceptional level of service ensuring a high level of client retention, although you will also be expected to organically develop new business from these existing clients and from the clients’ professional introducers.
Key Responsibilities- Provide holistic financial advice tailored to the unique needs and goals of each client.
- Build and maintain strong relationships with clients, earning their trust and confidence.
- Collaborate closely with in-house accountants to leverage their expertise and provide integrated solutions to clients.
- Stay updated on industry trends, regulations, and best practices to ensure the highest level of service and compliance.
- Minimum of 2 years' experience as a financial adviser, preferably in an independent capacity.
- Demonstrated track record of success in building and managing client relationships.
- Strong knowledge of financial products, investment strategies, and retirement planning.
- Excellent communication, interpersonal, and problem-solving skills.
- A dynamic and supportive work environment with opportunities for professional growth and development.
- Basic salary circa £65,000 (although this can be flexible for the right individual) + performance-based bonuses.
- Access to a large client book and regular leads to support your business development efforts.
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser - Clients Provided
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working in or have connections to the Devon & Somerset regions. Attend local finance-related events or seminars to meet potential clients and introducers.
✨Tip Number 2
Familiarise yourself with the specific financial needs and preferences of clients in the area. Research common investment strategies and retirement planning options that resonate with the local demographic to tailor your approach.
✨Tip Number 3
Demonstrate your commitment to client service by preparing for the interview with examples of how you've successfully built and maintained client relationships in the past. Highlight any innovative solutions you've provided that led to high client retention.
✨Tip Number 4
Showcase your knowledge of current industry trends and regulations during your discussions. Being well-informed will not only impress the hiring team but also demonstrate your dedication to providing compliant and up-to-date advice.
We think you need these skills to ace Independent Financial Adviser - Clients Provided
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a financial adviser, particularly focusing on your ability to manage client relationships and provide holistic financial advice. Use specific examples that demonstrate your success in these areas.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your relevant experience and how it aligns with the responsibilities outlined in the job description. Be sure to convey your understanding of the importance of client retention and business development.
Showcase Your Achievements: When detailing your previous roles, quantify your achievements where possible. For instance, mention the size of the client portfolios you managed or any growth percentages in client retention or new business development.
Highlight Industry Knowledge: Demonstrate your knowledge of current industry trends, regulations, and best practices in your application. This shows that you are proactive and committed to providing the highest level of service, which is crucial for this role.
How to prepare for a job interview at mbf
✨Showcase Your Experience
Make sure to highlight your previous experience as a financial adviser, especially if you've worked independently. Discuss specific examples of how you've successfully managed client relationships and provided tailored financial advice.
✨Demonstrate Client-Centric Approach
Emphasise your commitment to client satisfaction. Be prepared to discuss how you build trust and maintain strong relationships with clients, as this role heavily relies on client retention and organic business development.
✨Stay Informed on Industry Trends
Research current trends in the financial industry and be ready to discuss them during the interview. Showing that you are knowledgeable about regulations and best practices will demonstrate your dedication to providing exceptional service.
✨Collaborative Mindset
Since the role involves working closely with in-house accountants, express your willingness to collaborate and leverage their expertise. Share any past experiences where teamwork led to successful outcomes for clients.
