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- Tasks: Join a client-facing role providing independent financial advice and managing an existing portfolio.
- Company: Be part of a well-established IFA practice with a flexible working culture.
- Benefits: Enjoy a competitive salary, bonuses, and the potential for a 6-figure income.
- Why this job: This is a great opportunity to build relationships and generate new business without needing your own clients.
- Qualifications: Solid advisory experience, strong technical knowledge in pensions and investments, and relationship-building skills required.
- Other info: No need to bring clients; existing clients are provided and can be retained.
The predicted salary is between 43200 - 84000 £ per year.
Your new company Due to retirement, an excellent opportunity has arisen within a well-established IFA practice for an experienced Adviser to take over an existing portfolio of good quality clients. Flexible working culture, advisers manage their own diaries. Your new role Client-facing role providing independent advice across the full range of financial planning, ensuring high levels of service continue to be provided. In addition to carrying out client reviews, you will also have ample opportunity to generate new business through referrals via existing clients, the firm’s long-standing professional introducers and leads provided. No requirement or expectation to bring own clients. If you do have clients to bring, these will be welcomed and ring-fenced to enable you to retain client ownership. What you’ll need to succeed Solid advisory experience, good technical knowledge particularly in pensions and investments, ideally experience of advising higher-net worth clients and dealing with more complex areas of advice, strong relationship building skills. What you’ll get in return Employed role offering a highly competitive package including generous basic salary, bonus and good benefits.A 6-figure income is realistically achievable. What you need to do now If you’re interested in this role, click ‘apply now’ to forward an up-to-date copy of your CV, or call us now. If this job isn’t quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C’s, Privacy Policy and Disclaimers which can be found at hays.co.uk JBRP1_UKTJ
Hays | Servicing Adviser/IFA Client Bank Provided employer: Hays
Contact Detail:
Hays Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hays | Servicing Adviser/IFA Client Bank Provided
✨Tip Number 1
Make sure to highlight your experience in managing client portfolios, especially if you have worked with high-net-worth clients. This will demonstrate your capability to handle the existing portfolio effectively.
✨Tip Number 2
Emphasize your technical knowledge in pensions and investments during any discussions or interviews. Being well-versed in these areas is crucial for providing independent advice and ensuring client satisfaction.
✨Tip Number 3
Showcase your relationship-building skills by sharing examples of how you've successfully maintained and grown client relationships in the past. This is key in a client-facing role like this one.
✨Tip Number 4
If you have any existing clients that you can bring along, mention this during your conversations. The company welcomes this and it could set you apart from other candidates.
We think you need these skills to ace Hays | Servicing Adviser/IFA Client Bank Provided
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your solid advisory experience and technical knowledge, especially in pensions and investments. Emphasize any experience you have with higher-net worth clients and complex areas of advice.
Craft a Compelling Cover Letter: Write a cover letter that showcases your relationship-building skills and your ability to provide high levels of service. Mention your interest in taking over an existing portfolio and how you can contribute to the firm's success.
Highlight Relevant Achievements: In your application, include specific examples of how you've successfully generated new business or maintained strong client relationships in previous roles. This will demonstrate your capability to thrive in a client-facing position.
Review and Submit: Before submitting your application, double-check for any errors and ensure all required documents are included. Make sure your application reflects your enthusiasm for the role and aligns with the company's values.
How to prepare for a job interview at Hays
✨Showcase Your Advisory Experience
Make sure to highlight your solid advisory experience during the interview. Discuss specific cases where you successfully managed client portfolios, especially those involving pensions and investments.
✨Demonstrate Relationship Building Skills
Since this role emphasizes strong relationship building, prepare examples of how you've developed and maintained client relationships in the past. This will show your ability to provide high levels of service.
✨Prepare for Technical Questions
Expect questions that test your technical knowledge, particularly in complex areas of financial advice. Brush up on current trends and regulations in pensions and investments to demonstrate your expertise.
✨Discuss Business Development Strategies
Be ready to talk about how you can generate new business through referrals and existing clients. Share any successful strategies you've used in the past to attract and retain high-net worth clients.
