Employed Independent Financial Adviser, Retiring Directors client base in Surrey

Employed Independent Financial Adviser, Retiring Directors client base in Surrey

Surrey Trainee 50000 - 70000 £ / 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 - 70000 £ 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 in Surrey 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 will benefit from 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 in Surrey

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. Practise common interview questions and think about how your skills align with their needs.

Tip Number 3

Showcase your passion for financial advising! During interviews, share your enthusiasm for helping clients achieve their financial goals. This will set you apart from other candidates and demonstrate that you're genuinely invested in the role.

Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.

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

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. We want to see how your background can benefit our established client base, so don’t hold back on showcasing your strengths!

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us your story, why you’re interested in this role, and how you plan to grow with us. Keep it engaging and personal – we love getting to know our applicants!

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

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.

Show Enthusiasm for Learning

If you're inexperienced, highlight your eagerness to learn from the retiring IFA. Share examples of how you've quickly picked up new skills in the past, and express your excitement about the opportunity to grow within the company.

Understand the Client Base

Familiarise yourself with the types of clients you'll be working with. Research common concerns and needs of retiring directors, so you can demonstrate your understanding of their unique financial situations during the interview.

Prepare Questions

Have a few thoughtful questions ready to ask at the end of the interview. This could be about the company's approach to client management or how they support new advisers. It shows you're engaged and genuinely interested in the role.