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- Tasks: Serve and grow a portfolio of high-net-worth clients with holistic financial planning.
- Company: Join a well-established financial services firm with a strong reputation in wealth management.
- Benefits: Enjoy full administrative support, including Paraplanning, to help you succeed.
- Why this job: Be part of a growing team focused on delivering exceptional service to valued clients.
- Qualifications: Must have Level 4 Diploma in Financial Planning and experience as an IFA.
- Other info: Ideal for proactive professionals looking to advance their career in wealth management.
The predicted salary is between 48000 - 72000 £ per year.
Our clients are a large and well established financial services business dealing with HNW private clients based in the Cambridgeshire and Suffolk Area. The business has a fantastic book of HNW private clients who are all long term clients of the business. Due to expansion in the wealth management business they are now looking for an IFA to join the company. The role will be to initially service existing HNW private clients of the business and provide them with a genuine holistic financial planning service and also to develop new clients and professional introducers. Candidates must have full diploma level 4 in financial planning and be progressing towards chartered status. They must also have experience as an IFA or financial planner along with a strong track record of sales. The role offers full administration support including Paraplanning. This would suit a professional and proactive individual IFA or Wealth Planner with experience of working with HNW private clients.
Employed IFA All leads provided employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Employed IFA All leads provided
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work with high-net-worth clients. Attend local events or seminars in the Cambridgeshire and Suffolk area to make connections that could lead to referrals.
✨Tip Number 2
Showcase your expertise in holistic financial planning by sharing insights on social media or professional platforms like LinkedIn. This can help you establish credibility and attract potential clients or introducers.
✨Tip Number 3
Consider reaching out to existing clients of the firm to understand their needs better. This will not only help you tailor your approach but also demonstrate your commitment to providing exceptional service.
✨Tip Number 4
Stay updated on the latest trends and regulations in wealth management. Being knowledgeable about current market conditions can give you an edge when discussing strategies with HNW clients.
We think you need these skills to ace Employed IFA All leads provided
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as an IFA or financial planner, especially your work with HNW private clients. Emphasise your Diploma Level 4 in Financial Planning and any progress towards Chartered status.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and your proactive approach. Mention specific examples of how you've successfully serviced existing clients and developed new business.
Highlight Your Sales Track Record: In your application, clearly outline your sales achievements. Use quantifiable metrics where possible to demonstrate your strong track record in generating leads and closing deals.
Showcase Your Holistic Approach: Discuss your philosophy on holistic financial planning in your application. Explain how you intend to provide comprehensive services to clients, ensuring their financial needs are met in a well-rounded manner.
How to prepare for a job interview at Blakemore Recruitment
✨Showcase Your Experience
Be prepared to discuss your previous experience as an IFA or financial planner in detail. Highlight specific examples of how you've successfully managed HNW clients and the strategies you've implemented to meet their needs.
✨Demonstrate Holistic Financial Planning Skills
Since the role involves providing a holistic financial planning service, be ready to explain your approach to comprehensive financial planning. Discuss how you assess clients' needs and tailor solutions accordingly.
✨Prepare for Sales Discussions
Given the emphasis on a strong track record of sales, come equipped with metrics or examples that demonstrate your success in generating new business. Be ready to discuss your sales techniques and how you build relationships with clients.
✨Understand the Company Culture
Research the company’s values and culture before the interview. Being able to articulate how your professional ethos aligns with theirs can set you apart as a candidate who is not only qualified but also a good fit for their team.
