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- Tasks: Join a top financial firm and service existing clients with expert advice.
- Company: A reputable financial planning firm in Essex, known for its supportive environment.
- Benefits: Enjoy a structured role with all leads provided and no pressure to find new clients.
- Why this job: Focus on delivering quality advice while being part of a well-regarded team.
- Qualifications: Must have full diploma qualification and current SPS; experience with private clients is essential.
- Other info: Open to self-employed advisers but prefer employed candidates.
The predicted salary is between 36000 - 60000 £ per year.
We are recruiting for a highly sought after IFA who are looking to replace an adviser who is retiring shortly. They have an active and established marketing and lead generation system in place which generates a good number of clients and this role will plug directly into this.
You will also have the advantage of inheriting an active bank of clients from the retiring consultant so this will be a cushioned start in your career here. The firm have been going for over 30 years and have built an excellent reputation in the area.
You must be an IFA presently with at least 3 years experience in this role. You must also have at least level 4 diploma qualifications and be a good communicator.
This is an excellent opportunity to join an organisation who will give you a running start towards success
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Independent Financial Adviser (All leads provided) employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser (All leads provided)
✨Tip Number 1
Network with local professionals in the financial sector. Attend industry events or join local finance groups to meet potential colleagues and gain insights about the firm and its culture.
✨Tip Number 2
Research the firm thoroughly. Understand their values, client base, and the services they offer. This knowledge will help you tailor your conversations and demonstrate your genuine interest during interviews.
✨Tip Number 3
Prepare to discuss your previous experience in detail. Be ready to share specific examples of how you've successfully provided financial planning advice to private clients, as this is a key requirement for the role.
✨Tip Number 4
Showcase your commitment to ongoing professional development. Highlight any additional qualifications or training you've pursued since obtaining your diploma, as this demonstrates your dedication to the field.
We think you need these skills to ace Independent Financial Adviser (All leads provided)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a financial adviser, particularly your qualifications and any relevant client servicing experience. Emphasise your diploma qualification and current SPS to meet the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that explains why you are interested in this specific role. Mention your familiarity with the Essex area and your ability to service existing clients effectively. Highlight your commitment to delivering quality financial advice.
Showcase Relevant Experience: In your application, provide examples of your previous work with private clients. Discuss how you have successfully managed client relationships and delivered tailored financial planning advice.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which is crucial in the financial sector.
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Stuff
Make sure you have a solid understanding of financial planning principles and the specific services offered by the firm. Brush up on your knowledge of current market trends and regulations, as this will demonstrate your expertise and confidence during the interview.
✨Showcase Your Experience
Prepare to discuss your previous experience in providing financial advice, particularly to private clients. Be ready to share specific examples of how you've successfully managed client relationships and delivered tailored financial solutions.
✨Understand the Firm's Culture
Research the firm's values and culture before the interview. This will help you align your answers with what they are looking for in a candidate and show that you are genuinely interested in becoming part of their team.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of the interview. Inquire about the firm's approach to client servicing and how they support their advisers. This not only shows your interest but also helps you assess if the firm is the right fit for you.
