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- Tasks: Join a team of 25+ IFAs managing High Net Worth clients and complex products.
- Company: A multi-award-winning Wealth Management Firm located in Manchester City Centre.
- Benefits: Enjoy hybrid/remote work, admin support, and exam support up to Chartered level.
- Why this job: Inherit a large client bank and earn up to £120K+ OTE while developing your skills.
- Qualifications: Solid experience as a Financial Adviser within an IFA firm is required.
- Other info: Paraplanning and admin support provided, with opportunities for career progression.
The predicted salary is between 48000 - 72000 £ per year.
Financial Adviser Circa £60K+ / £120K+ OTE Manchester City Centre Hybrid / Remote working Are you an experienced financial adviser looking to improve their earnings? Frustrated with working low level clients? Wanting to work with more complex and niche products? If any of the above are true, then get in touch… A Manchester city centre based, multi award winning Wealth Management Firm are on the lookout for an experienced Financial Adviser to join their already established team of 25+ IFAs. This individual needs solid experience of working as a Financial Adviser within an IFA firm, as well as the ability to demonstrate success in this position. As this is an opportunity to inherit clients, the firm need to ensure this individual can manage High Net Worth clients with investments in excess of £500K. You will receive Paraplanning and Admin support from their on-site team, including having Paraplanners attending meetings with you. Reasons to apply: – Large client bank to inherit – Admin / Paraplanning support – Circa £60K basic but OTE of £120K+ based on current client bank and opportunity to further develop with referrals – Hybrid / Remote working around the Manchester area – Exam support up to Chartered if required If you are interested in joining a firm that can look after you, develop your skills and help progress your career, then this could be the role for you
Financial Adviser employer: Integro Partners
Contact Detail:
Integro Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Make sure to highlight your experience with High Net Worth clients during any conversations. This role specifically requires managing clients with investments over £500K, so showcasing your success in this area will set you apart.
✨Tip Number 2
Network with current or former employees of the firm. They can provide valuable insights into the company culture and expectations, which can help you tailor your approach when discussing your fit for the role.
✨Tip Number 3
Prepare to discuss complex and niche financial products that you've worked with. The firm is looking for someone who can handle more than just basic financial advising, so demonstrating your expertise in this area will be crucial.
✨Tip Number 4
Familiarize yourself with the firm's client base and their investment strategies. Understanding their approach will not only help you in interviews but also show your genuine interest in joining their team.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Adviser, particularly in managing High Net Worth clients. Include specific examples of your success and the types of complex products you have worked with.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Mention why you are looking to transition to a new opportunity and how your skills align with their needs, especially regarding client management and investment strategies.
Highlight Relevant Qualifications: If you have any relevant qualifications or certifications, such as Chartered status or other financial planning credentials, be sure to mention these prominently in your application. This will demonstrate your commitment to professional development.
Showcase Your Client Management Skills: Provide examples of how you have successfully managed client relationships, particularly with High Net Worth individuals. Discuss your approach to understanding their needs and how you have helped them achieve their financial goals.
How to prepare for a job interview at Integro Partners
✨Showcase Your Experience
Make sure to highlight your previous experience as a Financial Adviser, especially within an IFA firm. Be prepared to discuss specific examples of how you've successfully managed High Net Worth clients and complex products.
✨Demonstrate Client Management Skills
Since you'll be inheriting clients, it's crucial to demonstrate your ability to manage and grow relationships with High Net Worth individuals. Share strategies you've used in the past to maintain and enhance client satisfaction.
✨Discuss Your Success Metrics
Be ready to talk about your achievements in terms of client retention, growth in assets under management, or any awards you've received. This will help illustrate your capability and success in the role.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to wealth management, their client base, and how they support their advisers. This shows your genuine interest in the role and helps you assess if the firm is the right fit for you.
