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For Companies At a Glance
- Tasks: Advise clients on pensions, investments, and retirement while building long-term relationships.
- Company: Join a well-established name in the financial services sector with full support.
- Benefits: Enjoy remote work flexibility or office life in Mayfair, London, with a negotiable salary.
- Why this job: Perfect for those seeking independence and the chance to focus on their passion as an IFA.
- Qualifications: Must hold Advanced Diploma in Financial Planning or equivalent, with FCA Approved Wealth Manager experience.
- Other info: Ideal for self-motivated individuals eager to generate business and work with diverse clients.
The predicted salary is between 36000 - 60000 £ per year.
Top reasons to work as a Self-Employed IFA for this client:
- Salary Negotiable; Self-Employed
- Choose to work remotely or enjoy working from Mayfair office in London.
- Join an established name in the financial services sector, which offers you full support.
- Focus on your passion of being an IFA and let the compliance/admin be taken care of.
- Opportunity would suit an IFA who wants to generate business and be independent.
- Enjoy the flexibility that being self-employed brings you using the whole market.
- Advise clients on personal pension, ISA, GIA, Bond investments & retirement.
- Focus on long term trusted client relationships working with a diverse portfolio of clients.
Expected Qualifications, Skills & Experience:
- Hold the Advanced Diploma in Financial Planning or ACII qualifications or equivalent.
- Proven experience as a FCA Approved Wealth Manager.
- Working knowledge of FCA and HMRC regulations.
- Experienced working with high profile clients.
- Negotiation and presentation skills.
- Analytical and investment skills.
- Happy to hunt new business.
IFA, Self Employed employer: Recruitment Resolution Ltd
Contact Detail:
Recruitment Resolution Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA, Self Employed
✨Tip Number 1
Network with other financial professionals and attend industry events to build connections. This can help you gain referrals and insights into potential clients who may be looking for an IFA.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise and connect with potential clients. Share valuable content related to personal finance and investment strategies to establish yourself as a thought leader in the field.
✨Tip Number 3
Consider joining professional associations or groups related to financial advising. These organisations often provide resources, training, and networking opportunities that can help you find clients and stay updated on industry trends.
✨Tip Number 4
Focus on building a strong personal brand that reflects your values and expertise. This will help you attract clients who resonate with your approach and are looking for a trusted advisor in their financial journey.
We think you need these skills to ace IFA, Self Employed
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications, such as the Advanced Diploma in Financial Planning or ACII. Emphasise your experience as a FCA Approved Wealth Manager and any relevant skills that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for being an IFA and your ability to generate business independently. Mention your experience with high-profile clients and how you can contribute to building long-term client relationships.
Highlight Relevant Experience: In your application, focus on your proven experience in the financial services sector. Discuss your working knowledge of FCA and HMRC regulations, as well as your analytical and investment skills.
Showcase Your Business Development Skills: Since the role requires hunting for new business, include examples of how you've successfully generated leads or built client relationships in the past. This will demonstrate your capability to thrive in a self-employed environment.
How to prepare for a job interview at Recruitment Resolution Ltd
✨Showcase Your Qualifications
Make sure to highlight your Advanced Diploma in Financial Planning or ACII qualifications during the interview. Discuss how your education has prepared you for the role and how it aligns with the expectations of the client.
✨Demonstrate Your Experience
Be ready to share specific examples from your previous roles as a FCA Approved Wealth Manager. Talk about your experience with high-profile clients and how you've successfully managed their portfolios.
✨Understand the Regulations
Familiarise yourself with FCA and HMRC regulations before the interview. Being able to discuss these regulations confidently will show that you are knowledgeable and serious about compliance, which is crucial for this role.
✨Emphasise Your Business Development Skills
Since the role requires hunting for new business, prepare to discuss your strategies for generating leads and building client relationships. Share any successful tactics you've used in the past to attract and retain clients.
