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- Tasks: Build and maintain client relationships while seeking new business opportunities.
- Company: Join a friendly, professional firm backed by industry veterans with a successful track record.
- Benefits: Enjoy a competitive salary, bonuses, and the flexibility of remote work.
- Why this job: This is an exciting chance to grow your career in finance with a supportive team.
- Qualifications: Must have level 4 qualifications and be working towards chartered status.
- Other info: Travel to London for client meetings is required.
The predicted salary is between 65000 - 90000 £ per year.
Superb opportunity to kick start your 2025! We are looking for candidates that hold a minimum of level 4 qualifications vis CII or CISI and in line with RDR. Ideal candidate would be studying towards chartered level. About you, you see an opportunity in every conversation you can build and maintain client relationships and would have a proven track record in this. You will technically brilliant and solution driven. You will be a compliant hunter as in always be looking for referrals and new business but in a compliant and professional way. About the client, a friendly and professional business supported and run by some big industry names with decades of experience. They have generated a successful organic business and have now started to make acquisitions to bolster a client following and build a network of referrals for the advisers. What they offer, base salary from £65,000.00 to £90.000.00 this will depend on individual and experience. Bonuses on top OTE £100,000.00- £135,000.00. This role is fully remote with travel in to London for client meetings. Its a truly exciting time to be joining this firm. JBRP1_UKTJ
Independent Financial Adviser employer: Avenue Recruitment Group LTD
Contact Detail:
Avenue Recruitment Group LTD Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser
✨Tip Number 1
Make sure to highlight your level 4 qualifications and any progress towards chartered status during your conversations. This shows your commitment to professional development and aligns with what we’re looking for.
✨Tip Number 2
Demonstrate your ability to build and maintain client relationships by sharing specific examples from your past experiences. This will help us see how you can contribute to our friendly and professional environment.
✨Tip Number 3
Showcase your technical brilliance by discussing recent financial solutions you've implemented. We value solution-driven candidates who can think critically and provide value to clients.
✨Tip Number 4
Emphasize your proactive approach to seeking referrals and new business opportunities. We appreciate candidates who are compliant hunters and can grow our network while maintaining professionalism.
We think you need these skills to ace Independent Financial Adviser
Some tips for your application 🫡
Highlight Your Qualifications: Make sure to clearly state your level 4 qualifications from CII or CISI in your CV and cover letter. If you are studying towards chartered level, mention this as well to show your commitment to professional development.
Demonstrate Relationship-Building Skills: In your application, provide specific examples of how you have successfully built and maintained client relationships in the past. Use metrics or outcomes to illustrate your proven track record.
Showcase Your Technical Skills: Emphasize your technical brilliance and solution-driven approach in your application. Include any relevant experiences or projects that demonstrate your ability to solve complex financial issues.
Express Your Compliance Mindset: Clearly communicate your understanding of compliance in the financial advisory space. Mention any relevant training or experiences that highlight your commitment to ethical practices and professionalism.
How to prepare for a job interview at Avenue Recruitment Group LTD
✨Showcase Your Qualifications
Make sure to highlight your level 4 qualifications and any progress towards chartered status. This demonstrates your commitment to professional development and aligns with the company's expectations.
✨Demonstrate Relationship-Building Skills
Prepare examples of how you've successfully built and maintained client relationships in the past. This will show that you can see opportunities in conversations and are capable of nurturing long-term partnerships.
✨Be Solution-Driven
During the interview, focus on your problem-solving abilities. Share specific instances where you provided innovative solutions to clients' financial needs, showcasing your technical brilliance.
✨Emphasize Compliance and Professionalism
Discuss your approach to compliance and how you ensure that your business development efforts are both effective and ethical. This is crucial for a role that requires a compliant hunter mentality.
