Employed Independent Financial Adviser, Retiring Directors client base

Employed Independent Financial Adviser, Retiring Directors client base

Full-Time 50000 - 60000 £ / year (est.) No working from home possible
Astral Recruitment

At a Glance

  • Tasks: Serve a fantastic portfolio of clients and learn from an experienced IFA.
  • Company: Award-winning IFA business in Godalming with a supportive culture.
  • Benefits: Base salary up to £70,000 plus uncapped commissions and full admin support.
  • Other info: Hybrid working model with a minimum of 3 days in the office.
  • Why this job: Join a thriving team and grow your career in financial advising.
  • Qualifications: Experience preferred but training available for eager learners.

The predicted salary is between 50000 - 60000 £ per year.

A fantastic opportunity has become available for an experienced or inexperienced Financial Adviser to join this award-winning IFA business in Godalming. We will consider an inexperienced Adviser who is looking to train and learn from a retiring IFA, and there is no need to bring clients with you.

This company has a great client base available from the retiring IFA, so the successful candidate will be servicing a great established portfolio of clients. Full admin help from the start.

  • Base £50,000 - £60,000 plus a fantastic commissions package on top; however, will pay up to circa £70,000 base if you are established as an adviser.
  • Uncapped earnings potential.
  • Inherit a great client base.
  • Hybrid working but in the office 3 days per week as a minimum.

For more details, call Jason at Astral.

Employed Independent Financial Adviser, Retiring Directors client base employer: Astral Recruitment

Join an award-winning IFA business in Godalming, where you will have the unique opportunity to inherit a well-established client base from a retiring IFA. With a supportive work culture that prioritises training and development, you can expect full administrative assistance and a competitive salary package with uncapped earnings potential. This role offers a perfect blend of hybrid working and professional growth, making it an excellent choice for both experienced and aspiring Financial Advisers.

Astral Recruitment

Contact Details:

Astral Recruitment Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Employed Independent Financial Adviser, Retiring Directors client base

Tip Number 1

Network like a pro! Reach out to your connections in the financial sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can introduce you to someone at the company you're eyeing.

Tip Number 2

Prepare for those interviews! Research the company, understand their values, and be ready to discuss how you can contribute to their success. Practising common interview questions can also help you feel more confident.

Tip Number 3

Showcase your passion for financial advising! Whether it's through your social media, blog, or during interviews, let your enthusiasm shine. Employers love candidates who are genuinely excited about the industry.

Tip Number 4

Don't forget to apply through our website! We make it super easy for you to find and apply for jobs that match your skills. Plus, it shows you're serious about joining our team!

We think you need these skills to ace Employed Independent Financial Adviser, Retiring Directors client base

Financial Advising
Client Relationship Management
Portfolio Management
Communication Skills
Sales Skills
Analytical Skills
Problem-Solving Skills

Some tips for your application 🫡

Show Your Passion for Financial Advising:Whether you're experienced or just starting out, let us know why you're excited about becoming a Financial Adviser. Share your enthusiasm for helping clients and how you see yourself fitting into our award-winning team.

Tailor Your CV to the Role:Make sure your CV highlights relevant skills and experiences that align with the job description. If you're new to the field, focus on transferable skills and any training you've undertaken that relates to financial advising.

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us your story, why you want to work with us, and how you can contribute to our success. Keep it engaging and personal – we want to get to know you!

Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us.

How to prepare for a job interview at Astral Recruitment

Know Your Financial Stuff

Make sure you brush up on your financial knowledge, especially around retirement planning and investment strategies. Whether you're experienced or just starting out, being able to discuss these topics confidently will show that you're serious about the role.

Understand the Client Base

Familiarise yourself with the types of clients you'll be working with, especially those from the retiring IFA. Think about how you can add value to their portfolios and what unique insights you can bring to the table.

Show Your Willingness to Learn

If you're inexperienced, highlight your eagerness to learn from the retiring IFA. Prepare examples of how you've successfully learned new skills in the past, and express your enthusiasm for training and development opportunities.

Ask Thoughtful Questions

Prepare some insightful questions to ask during the interview. This could be about the company culture, the support you'll receive, or how success is measured in the role. It shows you're genuinely interested and have done your homework.