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- Tasks: Connect with clients, analyse their needs, and provide tailored financial advice.
- Company: Join a successful and expanding team known for its supportive work culture.
- Benefits: Enjoy flexible working hours, a competitive salary, and bonus opportunities.
- Why this job: Make a real impact while developing your career in a dynamic environment.
- Qualifications: Diploma in Financial Planning and knowledge of FCA rules required.
- Other info: Field-based role with the option to work remotely within the London area.
The predicted salary is between 51000 - 68000 £ per year.
Location: Field-based, London Area
Salary: £60,000 to £65,000 (Negotiable)
Additional Pay: Bonus Scheme, Commission Scheme
Are you looking for a client-facing Independent Financial Advisor opportunity with regular hours? If so we are offering the opportunity to work for a highly successful and consistently expanding team with excellent and supportive work ethic, and a strong track record of growth and new business development.
This field-based IFA role offers flexibility in your working location within the London area, whilst maintaining regular office hours with the option to work around your schedule. Our client works on a desk-based manner, so there’s flexibility on your working location.
Key Responsibilities:
- Establish contact with clients and gather necessary information to provide suitable advice.
- Analyse client information accurately to offer appropriate recommendations.
- Present advice clearly, explaining charges, fees, and disadvantages.
- Complete documentation thoroughly and adhere to company processes.
- Maintain client records and develop effective relationships with clients, colleagues, and product providers.
Required Knowledge and Skills:
- Knowledge of the financial planning market, including products and services.
- Working knowledge of FCA rules and guidelines.
- Diploma in Financial Planning.
- IT literacy, including Microsoft Packages.
- Strong time management, problem-solving, and decision-making skills.
- Ability to work under pressure and promote a team spirit.
Why this role?
Whether you’re looking for remote flexibility, wanting to be in a role where you can develop new business whilst maintaining your existing clients, or want to be part of a highly successful and growing team, this is a rare chance to make a real impact and move your career forward.
Apply now or reach out for a confidential discussion.
Independent Financial Advisor employer: Heat Recruitment
Contact Detail:
Heat Recruitment 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 planning industry. Attend local finance-related events or join online forums to connect with other Independent Financial Advisors. This can help you gain insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest FCA regulations and guidelines. Staying updated on compliance will not only enhance your knowledge but also demonstrate your commitment to best practices during interviews.
✨Tip Number 3
Prepare to discuss your approach to client relationship management. Think of examples where you've successfully built rapport with clients, as this is crucial for an Independent Financial Advisor role.
✨Tip Number 4
Research the company’s values and culture. Understanding their work ethic and team dynamics will allow you to tailor your conversation during interviews, showing that you’re a great fit for their team.
We think you need these skills to ace Independent Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial advising. Emphasise your knowledge of the financial planning market and any specific achievements that demonstrate your ability to establish client relationships and provide sound advice.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your familiarity with FCA rules and guidelines, and how your skills align with the responsibilities outlined in the job description.
Highlight Relevant Qualifications: Clearly list your qualifications, especially your Diploma in Financial Planning. If you have additional certifications or training that relate to financial advising, be sure to include those as well.
Showcase Soft Skills: In your application, emphasise your strong time management, problem-solving, and decision-making skills. Provide examples of how you've worked under pressure and contributed to team success in previous roles.
How to prepare for a job interview at Heat Recruitment
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services relevant to the role. Be prepared to discuss how these can benefit clients and demonstrate your knowledge of the market.
✨Demonstrate Client Relationship Skills
Since this role is client-facing, be ready to showcase your ability to build and maintain relationships. Share examples from your past experiences where you've successfully managed client interactions.
✨Familiarise Yourself with FCA Guidelines
Understanding the Financial Conduct Authority (FCA) rules is crucial for this position. Brush up on these guidelines and be prepared to discuss how they influence your advice and decision-making processes.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving and decision-making skills. Think of specific situations where you had to analyse client information and provide tailored advice, and be ready to explain your thought process.
