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- Tasks: Provide holistic financial planning advice to a large portfolio of clients.
- Company: Join a well-known IFA firm that prioritizes client needs and personalized service.
- Benefits: Enjoy a competitive salary, comprehensive benefits, and unlimited bonus potential.
- Why this job: Build lasting client relationships with strong support and ongoing lead generation.
- Qualifications: Level 4 qualification is required for this role.
- Other info: Experience in financial advising is essential; enjoy a collaborative and supportive work environment.
The predicted salary is between 36000 - 60000 £ per year.
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 qualifi…
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, be ready to explain how you would maintain and grow these relationships effectively.
✨Tip Number 4
Leverage your network to gather insights about the firm and its operations. Knowing more about their lead generation process and paraplanning support can help you tailor your approach and show that you're proactive.
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 in the past. Highlight any substantial ongoing advice fees you've generated and your ability to build strong client relationships.
Highlight Your Support Skills: Since the role offers paraplanning support, mention any experience you have in working collaboratively with paraplanners or administrative staff. This will demonstrate your ability to leverage team resources effectively.
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 solutions to meet clients' unique 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 advice.
✨Demonstrate Knowledge of Fee Structures
Familiarize yourself with different fee structures and be ready to explain how a simple and transparent approach 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 strategies that have worked for you in the past.
