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- Tasks: Manage a client bank and drive new business opportunities in financial services.
- Company: Join a rapidly growing financial firm in Kent, focused on client success.
- Benefits: Enjoy a competitive salary, bonuses, healthcare, and career development opportunities.
- Why this job: Be part of a dynamic team, using advanced tech to enhance client interactions.
- Qualifications: Proven IFA experience, strong interpersonal skills, and expertise in wealth management required.
- Other info: Ideal for ambitious candidates based in North Kent or Southeast London.
The predicted salary is between 42500 - 68000 £ per year.
An exciting opportunity has arisen for an experienced and dynamic Independent Financial Advisor (IFA) to join a rapidly growing financial services firm in the heart of Kent. In this role, you will take over a client bank from a newly acquired office, manage existing clients, and proactively drive new business opportunities. We are looking for a self-motivated, results-driven advisor who thrives in both servicing existing clients and pursuing new business.
Ideal candidates will possess a "hunter" mentality, driven by the desire to generate organic growth. You will be responsible for managing a substantial portfolio valued between £60-120 million, with access to a range of tools and resources to help you expand your client base and assets under management.
Your key responsibilities will include:
- Managing the client bank acquired from the newly acquired office.
- Providing ongoing financial advice on protection, pensions, and investments.
- Proactively generating new business by building client relationships through networking, referrals, and professional connections.
The role requires expertise in wealth management, with a focus on clients with investable assets ranging from £200,000 to £1 million. Retaining and growing client relationships will be a crucial aspect of your role, as you identify new opportunities to offer services and increase assets under management.
You will work collaboratively with a team of advisors and support staff to ensure high-quality service delivery, while utilising advanced technology, such as CashCalc and Curo, to enhance client interactions and optimise financial planning.
The ideal candidate will have a proven track record as an IFA, with experience in managing a client bank and driving new business. Strong interpersonal skills are essential, as you will need to build and maintain trusted relationships with clients. A proactive approach to business development and a strong desire to increase assets under management is key to success in this role.
Expertise in protection, pensions, investments, and wealth management is essential, along with a comfort in using financial planning software such as CashCalc and Curo. Ideally, candidates will be based in or around North Kent, Southeast London, or surrounding areas, with flexibility to meet clients in person when necessary.
In return, you will receive a competitive salary ranging from £50,000 to £80,000, depending on experience and performance, along with a bonus structure based on new business generation and assets acquired. A comprehensive employee benefits package, including pension and healthcare, is also offered, along with access to cutting-edge technology and a supportive team environment. Additionally, there is ample opportunity for career development within a firm focused on long-term growth and advisor success.
If you are an ambitious, proactive IFA with a passion for client service and business development, this is the perfect opportunity for you. Apply now to take the next step in your career!
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network actively within the financial services community in Kent. Attend local events, seminars, and workshops to meet potential clients and other professionals who can refer you. Building a strong local presence will help you tap into new business opportunities.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise and connect with potential clients. Share valuable insights on wealth management, protection, and investments to establish yourself as a thought leader in the industry.
✨Tip Number 3
Consider joining local business groups or associations related to finance and investment. These groups often provide excellent networking opportunities and can help you build relationships with individuals who may need your services.
✨Tip Number 4
Utilise technology effectively by familiarising yourself with tools like CashCalc and Curo. Being proficient in these platforms will not only enhance your client interactions but also demonstrate your commitment to providing top-notch financial advice.
We think you need these skills to ace 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 track record in managing client portfolios, driving new business, and your expertise in wealth management.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client service and business development. Mention specific examples of how you've successfully built client relationships and generated organic growth in previous roles.
Highlight Relevant Skills: Emphasise your strong interpersonal skills and familiarity with financial planning software like CashCalc and Curo. These are crucial for the role and should be clearly stated in your application.
Showcase Your Results: Include quantifiable achievements in your application, such as the size of the client bank you managed or the percentage of growth you achieved. This will demonstrate your capability to meet the expectations of the role.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Client Management Skills
Be prepared to discuss your experience in managing a client bank. Highlight specific examples of how you've successfully retained and grown client relationships, as this is crucial for the role.
✨Demonstrate Your Business Development Approach
Since the role requires a proactive approach to generating new business, come equipped with strategies you've used in the past. Discuss how you build networks and leverage referrals to expand your client base.
✨Familiarise Yourself with Relevant Tools
Make sure you understand how to use financial planning software like CashCalc and Curo. Being able to discuss your proficiency with these tools will show that you're ready to hit the ground running.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills in real-world scenarios. Think about challenges you've faced in wealth management and how you overcame them, as this will demonstrate your expertise and adaptability.
