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- Tasks: Manage and grow a book of 250+ clients while providing top-notch financial advice.
- Company: Join a multi-award-winning Wealth Management Firm with a strong UK presence.
- Benefits: Enjoy a competitive salary, bonuses, hybrid working, and dedicated support from Paraplanners.
- Why this job: This role offers a chance to inherit clients and develop your career in a supportive environment.
- Qualifications: Solid experience as a Financial Adviser within an IFA firm is essential.
- Other info: Opportunity for professional growth with a focus on client management over new business hunting.
The predicted salary is between 34000 - 50000 £ per year.
£40-60K + bonus
Leicestershire
Hybrid working
Are you an experienced financial adviser looking to inherit an already successful book of business? Frustrated with working low level or low volume of clients? Wanting a foundation to develop your own clients from? If any of the above are true, then get in touch.
A multi award winning Wealth Management Firm are on the lookout for an experienced Financial Adviser to join their already established team. With multiple offices across the UK, this is going to be based around the Leicestershire regions, working with local clients to provide a high level of financial support.
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 circa 250 clients as well as develop this book further with referrals and new business.
You will receive Paraplanning and Admin support from their on-site team, including having Paraplanners attending meetings with you.
Reasons to apply to this Financial Adviser position:
- 250+ clients to inherit
- Basic salary of £35-50K a year + 3x bonus validation for bonus
- A focus on managing the existing book ahead of being a new business hunter, and instead expectations on organically growing using referrals and reviews
- Hybrid / Remote working
- Working for one of the largest networks in the UK
If you are interested in joining a firm as an employed Financial Adviser, who can look after you, develop your skills and help progress your career, then this could be the role for you.
Contact Detail:
Integro Partners Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network with professionals in the financial services industry, especially those who are already working as Financial Advisers. Attend local finance-related events or seminars in Leicestershire to make connections that could lead to referrals or insights about the firm.
✨Tip Number 2
Research the specific Wealth Management Firm you’re applying to. Understand their values, client base, and the services they offer. This knowledge will help you tailor your conversations and demonstrate your genuine interest during interviews.
✨Tip Number 3
Prepare to discuss your previous experience managing a client book. Be ready to share specific examples of how you successfully grew your client base and maintained strong relationships, as this is crucial for inheriting and developing the existing clients.
✨Tip Number 4
Familiarise yourself with the latest trends and regulations in the financial advisory sector. Being knowledgeable about current market conditions and compliance issues will position you as a competent candidate who can provide valuable insights to clients.
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 within an IFA firm. Emphasise any successes you've had in managing client portfolios and developing new business.
Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also expresses your enthusiasm for inheriting an established book of clients. Mention how you plan to manage and grow these relationships.
Showcase Relevant Skills: In your application, highlight skills that are crucial for the role, such as client management, financial planning, and the ability to work collaboratively with Paraplanners and Admin support.
Prepare for Interviews: If invited for an interview, be ready to discuss your previous experiences in detail. Prepare examples of how you've successfully managed client relationships and generated referrals in the past.
How to prepare for a job interview at Integro Partners Ltd
✨Showcase Your Experience
Be prepared to discuss your previous experience as a Financial Adviser in detail. Highlight specific examples of how you've successfully managed client portfolios and developed business relationships, especially if you have experience with a similar number of clients.
✨Demonstrate Client Management Skills
Since you'll be inheriting a significant number of clients, it's crucial to convey your ability to manage and nurture these relationships. Prepare to discuss strategies you've used in the past to maintain client satisfaction and grow your book of business.
✨Understand the Firm's Values
Research the Wealth Management Firm's mission and values. Be ready to explain how your personal values align with theirs and how you can contribute to their success while working with local clients in Leicestershire.
✨Prepare Questions
Have insightful questions ready for the interviewers about the firm's culture, support systems, and expectations for the role. This shows your genuine interest in the position and helps you assess if the firm is the right fit for you.
