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For Companies At a Glance
- Tasks: Provide expert financial advice and create tailored planning strategies for clients.
- Company: Join a leading UK wealth management firm with a client-first approach.
- Benefits: Enjoy a competitive salary, bonuses, and full support for your work.
- Why this job: Flexible home-based role with opportunities for growth and a strong brand reputation.
- Qualifications: Must have Level 4 Diploma in Regulated Financial Planning and proven experience.
- Other info: Practice buy-out option available upon exit.
The predicted salary is between 50000 - 75000 £ per year.
A leading UK wealth management firm is looking to appoint an experienced Independent Financial Adviser to support clients across Newbury and the surrounding areas. The firm offers the choice of employed or self-employed status, along with strong central support and a client-first approach. This is a home-based role with the flexibility to work from regional offices if preferred. Advisers are expected to attend in-person client meetings where appropriate.
Key Responsibilities
- Deliver holistic advice following a six-stage advice process.
- Conduct in-depth financial reviews and create tailored planning strategies.
- Maintain and grow a loyal client base through referrals and business development.
- Keep clients and introducers informed of regulatory or product changes.
- Use digital tools to engage clients effectively and provide ongoing service.
What’s on Offer
- Salary range between £50,000 - £75,000 dependent on experience + bonus and benefits.
- Full admin, paraplanning, and compliance support.
- In-house platform and client journey systems.
- Practice buy-out option on exit.
- Strong brand reputation and marketing support.
- Opportunities for continued development and growth.
Requirements
- Level 4 Diploma in Regulated Financial Planning (or equivalent).
- Valid CF30 status.
- Proven track record in financial advice and business development.
- Excellent communication and relationship management skills.
IFA - Newbury employer: AMG Search
Contact Detail:
AMG Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA - Newbury
✨Tip Number 1
Network with other financial advisers in the Newbury area. Attend local finance-related events or seminars to meet potential colleagues and clients, which can help you establish a strong presence in the community.
✨Tip Number 2
Familiarise yourself with the digital tools and platforms used by the firm. Being proficient in these tools will not only enhance your client engagement but also demonstrate your commitment to utilising technology in your advisory practice.
✨Tip Number 3
Prepare to discuss your approach to maintaining and growing a loyal client base. Think of specific examples from your past experience where you've successfully developed client relationships and generated referrals.
✨Tip Number 4
Stay updated on regulatory changes and product developments in the financial sector. This knowledge will not only help you in client meetings but also show that you are proactive and well-informed, which is crucial for an Independent Financial Adviser.
We think you need these skills to ace IFA - Newbury
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly understand the responsibilities and requirements of the Independent Financial Adviser position. Tailor your application to highlight how your experience aligns with their expectations.
Highlight Relevant Experience: In your CV and cover letter, emphasise your Level 4 Diploma in Regulated Financial Planning and any relevant experience in financial advice and business development. Use specific examples to demonstrate your success in these areas.
Showcase Communication Skills: Since excellent communication and relationship management skills are crucial for this role, provide examples in your application that showcase your ability to engage clients effectively and maintain strong relationships.
Personalise Your Cover Letter: Craft a personalised cover letter that reflects your understanding of the company's client-first approach and how you can contribute to their success. Mention your willingness to adapt to a home-based role while also being available for in-person meetings.
How to prepare for a job interview at AMG Search
✨Showcase Your Financial Expertise
Make sure to highlight your Level 4 Diploma in Regulated Financial Planning and any relevant qualifications. Be prepared to discuss your experience in delivering holistic advice and conducting in-depth financial reviews, as this will demonstrate your capability to meet the firm's expectations.
✨Demonstrate Client Relationship Skills
Since maintaining and growing a loyal client base is crucial, share specific examples of how you've successfully built relationships with clients in the past. Discuss your approach to client communication and how you keep them informed about regulatory changes or product updates.
✨Prepare for Business Development Questions
Expect questions about your track record in business development. Be ready to discuss strategies you've used to generate referrals and expand your client base. This will show that you understand the importance of growth in this role.
✨Familiarise Yourself with Digital Tools
As the role involves using digital tools to engage clients, it’s beneficial to mention any experience you have with such technologies. Be prepared to discuss how you’ve used digital platforms to enhance client service and communication in your previous roles.
