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- Tasks: Manage high-net-worth clients and provide tailored financial advice.
- Company: Join a leading independent financial advisory firm with a stellar reputation.
- Benefits: Enjoy flexible hybrid work, up to 30 days leave, and a generous pension contribution.
- Why this job: Seize the chance to inherit an established client bank and thrive in a supportive team.
- Qualifications: Diploma-qualified or Chartered, with experience in regulated financial advice.
- Other info: Birthdays off and a discount scheme for added perks.
The predicted salary is between 54000 - 126000 £ per year.
I'm thrilled to be partnering with a leading independent financial advisory firm that is seeking an experienced Financial Planner based in Exeter or Somerset. This firm provides a comprehensive range of financial planning services, including wealth management, retirement planning, estate and inheritance planning, tax-efficient strategies, and business financial planning.
Renowned for its outstanding reputation and premium service, the firm specializes in high-net-worth (HNW) clients, with a strong emphasis on building long-term relationships. This is a rare opportunity to take over an established client bank from a retiring adviser, ensuring a seamless transition and a strong foundation for success.
Joining this market-leading IFA offers exceptional earning potential and the chance to work with a highly respected team. They are seeking a driven professional with a proven track record of managing HNW clients and handling complex financial cases.
Requirements:
- Minimum Diploma-qualified / Chartered desired.
- Experience of giving regulated advice and ideally CAS / SPS.
- Be able to demonstrate strong client service skills.
- Need to be passionate, proactive, and be able to self-motivate.
What’s on Offer:
- Attractive commission structure.
- Flexible, hybrid working arrangements.
- Up to 30 days annual leave + office closes over Christmas.
- Birthdays off.
- 6% employer pension contribution.
- DIS (4x salary).
- Discounts scheme.
If this opportunity aligns with your aspirations—or if you know someone who could be a good fit—please reach out in confidence to Samantha.durbridge@idexconsulting.com.
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor (Somerset)
✨Tip Number 1
Network with professionals in the financial advisory sector, especially those who work with high-net-worth clients. Attend industry events or join relevant online forums to connect with potential colleagues and mentors who can provide insights into the role and the firm.
✨Tip Number 2
Research the specific financial planning services offered by the firm, such as wealth management and tax-efficient strategies. Familiarising yourself with their approach will help you demonstrate your understanding of their business model during any interviews.
✨Tip Number 3
Prepare to discuss your experience with managing complex financial cases and high-net-worth clients. Be ready to share specific examples that highlight your client service skills and how you've built long-term relationships in your previous roles.
✨Tip Number 4
Showcase your passion for financial planning and your proactive nature in your conversations. This role requires self-motivation, so be prepared to discuss how you stay driven and engaged in your work, even when faced with challenges.
We think you need these skills to ace Financial Advisor (Somerset)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in managing high-net-worth clients and handling complex financial cases. Use specific examples to demonstrate your client service skills and any relevant qualifications.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your proactive approach. Mention your qualifications, such as your Diploma or Chartered status, and explain how they align with the firm's needs.
Highlight Relevant Experience: In your application, emphasise your experience in giving regulated advice and any certifications like CAS or SPS. This will show that you meet the requirements and are well-prepared for the role.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or typos. A polished application reflects your attention to detail, which is crucial in the financial advisory field.
How to prepare for a job interview at IDEX Consulting Ltd
✨Showcase Your Expertise
Make sure to highlight your qualifications and experience in financial planning, especially with high-net-worth clients. Be prepared to discuss specific cases where you've successfully managed complex financial situations.
✨Demonstrate Client Service Skills
Since the firm values strong client relationships, be ready to share examples of how you've built and maintained relationships with clients. Emphasise your proactive approach and ability to provide tailored advice.
✨Understand the Firm's Values
Research the firm's reputation and services thoroughly. Understanding their emphasis on premium service and long-term relationships will help you align your answers with their values during the interview.
✨Prepare Questions
Have insightful questions ready about the firm's culture, client base, and expectations for the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
