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For Companies At a Glance
- Tasks: Provide holistic financial planning advice to a large portfolio of clients.
- Company: Join a well-known IFA firm that prioritizes client relationships and personalized service.
- Benefits: Enjoy a competitive salary, comprehensive benefits, and unlimited bonus potential.
- Why this job: Build lasting client relationships with ongoing support and lead generation opportunities.
- Qualifications: Level 4 qualification is required for this role.
- Other info: Experience in financial advising is essential; enjoy a supportive team environment.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
Basic Up to £60k + Package + Paraplanning + Full client portfolio with on-going advice fees
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation. The Independent Financial Advisor will enjoy, superb paraplanning support, a full client portfolio to build relationships with and on-going lead generationfrom the accountants.
Our client distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to financial planning. You can feel confident knowing that the company align with their client's best interests by using a simple and transparent fee structure and recognised European custodians.
It's the people that make the company flourish, and to help their employees meet their long-term goals, they offer an attractive basic salary, very comprehensive benefits package and an un-limited bonus structure.
The Independent Financial Advisor role comes with full client support, all on-going advice fees, full admin & Paraplanning support and full lead generation.
Your Qualifications for the Independent Financial Advisor role:
- Level 4 qualified – Diploma in Financial Planning/Regulated Financial Planning
- Genuine desire to provide a high standard of advice and service to clients
- You are engaging and can connect with a wide array of audiences
- Detailed knowledge of Investments, tax planning and Defined Contribution pensions.
Apply today to be a part of a team environment where you make a real difference. Quote reference RH 96143
Independent Financial Advisor employer: Resource Matters Ltd
Contact Detail:
Resource Matters Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor
✨Tip Number 1
Make sure to highlight your experience in holistic financial planning during your conversations. This role emphasizes a personalized approach, so be ready to discuss how you've successfully built relationships with clients in the past.
✨Tip Number 2
Familiarize yourself with the company's values and their commitment to client-first service. When networking or interviewing, demonstrate how your own values align with theirs to show that you would be a great cultural fit.
✨Tip Number 3
Prepare to discuss your strategies for managing a full client portfolio. Since this position comes with an existing client base, showcasing your ability to maintain and grow these relationships will be crucial.
✨Tip Number 4
Leverage your connections within the financial services industry to gather insights about the firm. Understanding their reputation and how they differentiate themselves can give you an edge in discussions.
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 Advisor. Focus on your qualifications, client management skills, and any relevant certifications that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that emphasizes your holistic financial planning approach and your commitment to putting clients first. Mention how your values align with the company's mission and how you can contribute to their success.
Showcase Your Experience: In your application, provide specific examples of how you've successfully managed client portfolios and generated leads in the past. This will demonstrate your capability to thrive in this role.
Highlight Your Soft Skills: Don't forget to mention your interpersonal skills, such as communication and relationship-building. These are crucial for an Independent Financial Advisor, especially when working with a full client portfolio.
How to prepare for a job interview at Resource Matters Ltd
✨Showcase Your Holistic Approach
Make sure to highlight your experience in providing holistic financial planning advice. Discuss specific examples where you've successfully tailored financial strategies to meet diverse client needs.
✨Emphasize Client-Centric Values
Since the company prides itself on putting clients first, be prepared to discuss how you prioritize client relationships and ensure their best interests are at the forefront of your financial advice.
✨Demonstrate Your Knowledge of Fee Structures
Familiarize yourself with different fee structures and be ready to explain how a simple and transparent fee model can benefit clients. This will show that you align with the company's values.
✨Prepare for Questions on Lead Generation
Given the emphasis on ongoing lead generation, think about how you have previously generated leads and built a client portfolio. Be ready to share your strategies and successes in this area.
