At a Glance
- Tasks: Lead a new IFA practice, providing tailored financial advice to clients.
- Company: Established firm with a strong reputation in insurance and finance since 1967.
- Benefits: Competitive salary, professional development, and the chance to shape a new venture.
- Other info: Dynamic role with opportunities for growth and client relationship building.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Proven financial planning skills and relevant professional qualifications required.
The predicted salary is between 49500 - 60500 £ per year.
I am looking for a qualified IFA or small existing practice to join me in a new venture supporting our group clients with a new IFA practice.
You would lead the business on day-to-day basis looking to maximise opportunities from our existing group as well as developing a wider marketing plan.
Whilst this is a new venture we plan to build out the business via recruitment and acquisition.
Company Description
We currently have businesses operating in insurance, banking, and property with offices in North Manchester (Head Office), South Manchester, and Liverpool.
Established in 1967, the core business is a professional firm of insurance brokers, serving clients across the North West and the wider UK.
The firm works with organizations of all sizes and from diverse industry sectors, offering a full range of insurance broking services.
The company is focused on impartial advice, long-term client relationships, and high-quality service.
Role Description
The Independent Financial Advisor (IFA) role is a full-time, on-site position based in Greater Manchester, working closely with Apollo Insurance Brokers’ client base.
The IFA will meet with individual private clients and business clients to assess their financial goals, risk tolerance, and current arrangements, and provide independent, whole-of-market recommendations.
Day-to-day tasks include preparing financial plans, advising on investments and retirement strategies, reviewing existing portfolios and policies, and ensuring compliance with relevant regulations and internal standards.
The IFA will collaborate with insurance broking colleagues to deliver integrated advice, maintain accurate client records, and conduct regular reviews to keep clients’ financial strategies aligned with changing circumstances.
The role also involves building new client relationships, delivering clear written and verbal explanations of complex financial matters, and staying up to date with market, product, and regulatory developments.
Qualifications
- Strong Financial Planning and Financial Advisory skills, with proven experience creating tailored, client-focused plans.
- Solid knowledge of Finance and Investments, including portfolio construction, risk assessment, and product comparison.
- Expertise in Retirement Planning, such as pensions, retirement income options, and long-term savings strategies.
- Relevant professional qualifications (e. g., Diploma in Financial Planning or equivalent, FCA-recognized credentials) and up-to-date regulatory knowledge.
- Excellent analytical, numerical, and problem-solving abilities, with strong attention to detail and documentation accuracy.
- Clear and confident communication skills, with the ability to explain complex financial information in accessible terms and build trust-based client relationships.
- Demonstrated ethical conduct, independence of advice, and commitment to treating clients fairly.
- Comfortable working on-site in Greater Manchester, with good time management and the ability to manage a varied client portfolio.
- Comfortable travelling to see clients throughout the North West and occasionally the wider UK.
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Independent Financial Advisor IFA employer: Apollo Insurance Brokers
Apollo Insurance Brokers is an excellent employer, offering a supportive work culture that values teamwork and professional development. With a focus on employee growth opportunities and ambitious expansion plans, staff can look forward to a rewarding career in the heart of the North West, where they can make a meaningful impact in the insurance industry.
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial Advisor IFA
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Apollo Insurance Brokers. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Independent Financial Advisor IFA
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Apollo Insurance Brokers.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Apollo Insurance Brokers's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Apollo Insurance Brokers
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Apollo Insurance Brokers.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Apollo Insurance Brokers will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Apollo Insurance Brokers employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
