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For Companies At a Glance
- Tasks: Provide expert financial advice and create personalised planning strategies for clients.
- Company: Join a leading UK wealth management firm with a strong client-first approach.
- Benefits: Enjoy a competitive salary, bonuses, and full support for your work.
- Why this job: Work flexibly from home or regional offices while making a real impact on clients' lives.
- Qualifications: Must have a Level 4 Diploma in Regulated Financial Planning and proven experience.
- Other info: Opportunities for growth and a practice buy-out option available.
The predicted salary is between 40000 - 60000 £ per year.
A leading UK wealth management firm is looking to appoint an experienced Independent Financial Adviser to support clients across Kent 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 + 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.
Locations
IFA - Kent employer: AMG Search
Contact Detail:
AMG Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA - Kent
✨Tip Number 1
Network with other financial advisers in Kent and surrounding areas. Attend local industry 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 providing excellent service.
✨Tip Number 3
Prepare to discuss your approach to business development during interviews. Highlight specific strategies you've used in the past to grow your client base and how you plan to maintain relationships with existing clients.
✨Tip Number 4
Stay updated on regulatory changes and market trends in the financial sector. This knowledge will not only help you in client meetings but also show your potential employer that you are proactive and well-informed.
We think you need these skills to ace IFA - Kent
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as an Independent Financial Adviser, focusing on your Level 4 Diploma in Regulated Financial Planning and any relevant qualifications. Emphasise your proven track record in financial advice and business development.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your client-first approach and how you plan to maintain and grow a loyal client base. Use specific examples from your past experiences to illustrate your points.
Highlight Relevant Skills: In your application, emphasise your excellent communication and relationship management skills. Discuss how you have successfully conducted in-depth financial reviews and created tailored planning strategies for clients in the past.
Showcase Digital Proficiency: Since the role involves using digital tools to engage clients, mention any relevant experience you have with digital platforms or tools in your application. This will demonstrate your ability to adapt to the company's client engagement strategies.
How to prepare for a job interview at AMG Search
✨Showcase Your Financial Expertise
Be prepared to discuss your experience in delivering holistic financial advice. Highlight specific examples of how you've successfully conducted financial reviews and created tailored planning strategies for clients.
✨Demonstrate Client Relationship Skills
Since maintaining and growing a loyal client base is crucial, share stories that illustrate your ability to build strong relationships. Discuss how you've managed client communications and kept them informed about regulatory changes.
✨Familiarise Yourself with Digital Tools
As the role involves using digital tools to engage clients, make sure you understand the latest technologies in financial advising. Be ready to talk about any tools you've used and how they improved your client interactions.
✨Prepare for Business Development Questions
Expect questions about your approach to business development. Prepare to discuss strategies you've employed to generate referrals and grow your client base, as this is a key responsibility of the role.
