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- Tasks: Join our team as an employed IFA, managing clients via phone and video.
- Company: Be part of a leading National IFA firm with a strong reputation.
- Benefits: Enjoy a competitive salary, commission package, and excellent benefits.
- Why this job: This role offers full financial planning opportunities and professional growth.
- Qualifications: Must have Level 4 Diploma and CAS status; St James's Place advisers welcome.
- Other info: All leads and clients provided; training available for competent individuals.
The predicted salary is between 42000 - 77000 £ per year.
Our client is a major National IFA firm and they are currently in need of an employed IFA to join their team. This is an office based role in Hove dealing with all clients both on the telephone and via video. All leads and clients provided offering full financial planning and servicing to the client base.
Any necessary training will be provided; however, we are looking for competent individuals to join the team.
Base to £55,000 plus a commissions package and great benefits OTE £70,000+
You must be Level 4 Diploma qualified and hold CAS status. We will consider St James's Place advisers or other Financial Planners.
Employed IFA, All Clients and Leads, Hove based employer: Astral Recruitment
Contact Detail:
Astral Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Employed IFA, All Clients and Leads, Hove based
✨Tip Number 1
Familiarise yourself with the specific services and products offered by our client. Understanding their approach to financial planning will help you demonstrate your alignment with their values during any discussions.
✨Tip Number 2
Network with current employees or industry professionals who have experience in similar roles. They can provide valuable insights into the company culture and expectations, which can be beneficial when preparing for interviews.
✨Tip Number 3
Stay updated on the latest trends and regulations in the financial services sector. Being knowledgeable about current market conditions and compliance issues will showcase your expertise and commitment to the role.
✨Tip Number 4
Prepare to discuss your previous experiences in client management and financial planning. Highlighting specific examples of how you've successfully handled client relationships will set you apart from other candidates.
We think you need these skills to ace Employed IFA, All Clients and Leads, Hove based
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma and CAS status prominently. Include any relevant experience in financial planning and servicing clients, especially if you've worked with leads before.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your experience with client interactions via telephone and video, and how you can contribute to their team.
Showcase Relevant Skills: Emphasise skills that are crucial for an employed IFA, such as communication, analytical thinking, and customer service. Provide examples of how you've successfully used these skills in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is vital in the financial sector.
How to prepare for a job interview at Astral Recruitment
✨Know Your Financial Planning Fundamentals
Make sure you brush up on your financial planning knowledge, especially the areas relevant to the role. Be prepared to discuss your experience with various financial products and how you've successfully managed client portfolios in the past.
✨Demonstrate Your Communication Skills
Since this role involves dealing with clients over the phone and via video, it's crucial to showcase your communication skills. Practice articulating complex financial concepts in a clear and concise manner, as well as demonstrating empathy and understanding towards clients' needs.
✨Highlight Your Qualifications
Ensure you mention your Level 4 Diploma and CAS status during the interview. Be ready to discuss how these qualifications have equipped you to handle the responsibilities of the role effectively.
✨Prepare Questions for the Interviewers
Show your interest in the company and the role by preparing thoughtful questions. Ask about the team dynamics, the support provided for professional development, and how success is measured within the firm.
