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- Tasks: Provide holistic financial planning advice to a diverse client portfolio.
- Company: Join a well-known IFA firm that prioritises client satisfaction and personalised service.
- Benefits: Enjoy an attractive salary, comprehensive benefits, and unlimited bonus potential.
- Why this job: Make a real difference in clients' lives while receiving exceptional support and resources.
- Qualifications: Must be Level 4 qualified in Financial Planning with a passion for client service.
- Other info: Ongoing lead generation and full admin support provided to help you succeed.
The predicted salary is between 68000 - 102000 £ per year.
Basic salary up to £85k + 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 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 generation from 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 aligns 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, a very comprehensive benefits package, and an unlimited 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 qualified - Diploma in Financial Planning/Regulated Financial Planning
- Genuine desire to provide a high standard of advice and service to clients
- You are engaging and can connect with a wide array of audiences
- Detailed knowledge of Investments, tax planning, and Defined Contribution pensions.
Apply today to be a part of a team environment where you make a real difference. Quote reference RH 96143.
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
Network with professionals in the financial services industry. Attend local finance events or join relevant online forums to connect with other Independent Financial Advisors and potential clients. Building relationships can lead to referrals and insights about the role.
✨Tip Number 2
Research the company thoroughly. Understand their values, client approach, and the specific services they offer. This knowledge will help you tailor your conversations during interviews and demonstrate your genuine interest in their mission.
✨Tip Number 3
Prepare to discuss your previous client experiences and how you've successfully managed portfolios. Highlight your ability to provide personalised advice and build long-term relationships, as this aligns with the company's client-first philosophy.
✨Tip Number 4
Stay updated on current financial regulations and market trends. Being knowledgeable about the latest developments will not only boost your confidence but also show potential employers that you are proactive and committed to providing top-notch advice.
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 Level 4 qualification and relevant experience in financial planning. Emphasise your ability to provide high-quality advice and service, as well as your knowledge of investments, tax planning, and pensions.
Craft a Compelling Cover Letter: In your cover letter, express your genuine desire to help clients and how you align with the company's client-first approach. Mention specific examples of how you've successfully built relationships with clients in the past.
Showcase Your Skills: Highlight your skills in paraplanning and lead generation. Discuss any tools or methods you've used to generate leads and support clients effectively, demonstrating your proactive approach.
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 Resource Matters Ltd
✨Showcase Your Qualifications
Make sure to highlight your Level 4 qualification and any relevant experience in financial planning. Be prepared to discuss how your qualifications have equipped you to provide high-quality advice and service to clients.
✨Demonstrate Client-Centric Approach
Since the company prides itself on putting clients first, share examples of how you've successfully built relationships with clients in the past. Discuss your approach to understanding their needs and providing tailored solutions.
✨Discuss Your Knowledge of Financial Products
Be ready to talk about your detailed knowledge of investments, tax planning, and Defined Contribution pensions. Prepare to answer technical questions that may arise during the interview to showcase your expertise.
✨Prepare Questions for Them
Interviews are a two-way street, so prepare insightful questions about the company's culture, support systems, and growth opportunities. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
