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- Tasks: Take ownership of an existing client bank and provide top-notch financial advice.
- Company: Join a highly reputable IFA known for its excellence with wealthy clients.
- Benefits: Enjoy flexible working hours, competitive salary, commission benefits, and a rewarding bonus structure.
- Why this job: This is your chance to step up, take responsibility, and grow in a supportive environment.
- Qualifications: You need a minimum Diploma and experience as a Financial Adviser/Planner.
- Other info: Work with a small admin team and collaborate closely with a principal Director.
The predicted salary is between 43200 - 72000 £ per year.
A highly reputable IFA with a 1st class reputation gained dealing with Wealthy HNW Clients are keen to appoint an experienced IFA. The primary reason for appointment is to take ownership of an existing client bank from the principal Director/Wealth Manager. There is a large existing client base to service and build upon, a small administration team and a collaborative and supportive approach to work. They operate a flexible working week with condensed hours. In return there is a competitive package with a market leading basic salary plus Commission benefits and an achievable and genuine bonus structure which is aimed at rewarding the IFA / Financial Planner for the high level of service required. This role is a genuine opportunity to assume greater responsibility and is for a driven, ambitious and experienced individual looking for the next step in their career. You will be minimum of Diploma and have some experience as a Financial Adviser / Planner. …
IFA ( Employed) with Clients employer: Coast Specialist Recruitment
Contact Detail:
Coast Specialist Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA ( Employed) with Clients
✨Tip Number 1
Make sure to highlight your experience with HNW clients during any networking opportunities. Engage in conversations that showcase your ability to manage and grow client relationships, as this is crucial for the role.
✨Tip Number 2
Research the company’s values and culture thoroughly. Understanding their collaborative approach will help you align your discussions and demonstrate how you can contribute positively to their team dynamics.
✨Tip Number 3
Prepare to discuss specific strategies you would implement to service and expand the existing client base. This shows initiative and a proactive mindset, which are highly valued in this position.
✨Tip Number 4
Leverage your professional network to gather insights about the company and its leadership. Personal referrals or recommendations can significantly enhance your chances of landing an interview.
We think you need these skills to ace IFA ( Employed) with Clients
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Adviser/Planner, especially any work with HNW clients. Emphasize your qualifications, such as your Diploma, and any relevant achievements that demonstrate your ability to manage and grow a client bank.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your background aligns with their needs, particularly your experience in providing high-level service to clients and your ability to work collaboratively within a team.
Showcase Your Client Management Skills: Highlight specific examples of how you have successfully managed client relationships in the past. This could include strategies you've used to retain clients, grow their portfolios, or provide exceptional service that led to positive outcomes.
Prepare for Potential Questions: Think about the types of questions you might be asked during an interview. Be ready to discuss your approach to client management, how you handle challenges, and your vision for growing the existing client base. This preparation will help you convey your ambition and readiness for greater responsibility.
How to prepare for a job interview at Coast Specialist Recruitment
✨Showcase Your Experience
Be prepared to discuss your previous experience with HNW clients in detail. Highlight specific cases where you successfully managed client relationships and delivered exceptional service.
✨Demonstrate Your Knowledge
Stay updated on the latest financial regulations and market trends. During the interview, share insights on how these factors can impact wealth management strategies for clients.
✨Emphasize Collaboration Skills
Since the role involves working with a small administration team, emphasize your ability to collaborate effectively. Share examples of how you've worked in teams to achieve common goals.
✨Discuss Your Ambitions
This position is for a driven and ambitious individual. Be clear about your career goals and how this role aligns with your aspirations. Show that you're ready to take on greater responsibility.
