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For Companies At a Glance
- Tasks: Inherit a loyal client base and provide expert financial advice.
- Company: Reputable financial advisory firm in the UK with a strong market presence.
- Benefits: Immediate client engagement, strong marketing support, and career advancement opportunities.
- Why this job: Fast-track your advisory career with an established client bank and supportive environment.
- Qualifications: Minimum 3 years as an IFA and level 4 diploma in financial services.
- Other info: Join a dynamic team focused on client success and professional growth.
The predicted salary is between 36000 - 60000 £ per year.
A reputable financial advisory firm in the United Kingdom is seeking an experienced Independent Financial Adviser (IFA) to replace a retiring consultant. This role offers the advantage of inheriting an established bank of clients, ensuring a smooth transition and immediate client engagement.
Candidates should have at least 3 years of experience as an IFA and hold a level 4 diploma in financial services. The firm has a strong marketing and lead generation system, paving the way for success in this career.
IFA: Inherit Clients & Fast-Track Your Advisory Career employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA: Inherit Clients & Fast-Track Your Advisory Career
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world. Let them know you're on the lookout for new opportunities, and who knows? They might just point you towards that perfect role.
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with potential employers, highlight your experience and how you can bring value to their firm. Remember, they want to see how you can hit the ground running with their existing clients.
✨Tip Number 3
Be proactive! Don’t just wait for job postings to pop up. Reach out directly to firms you admire, like the one offering this IFA role. A well-timed email can make all the difference and show your enthusiasm.
✨Tip Number 4
Apply through our website! We’ve got a streamlined process that makes it easy for you to submit your application. Plus, it shows you’re serious about joining our team and ready to take your advisory career to the next level.
We think you need these skills to ace IFA: Inherit Clients & Fast-Track Your Advisory Career
Some tips for your application 🫡
Show Off Your Experience: Make sure to highlight your 3+ years of experience as an IFA in your application. We want to see how your background aligns with the role and how you can bring value to our established client base.
Get Personal: Don’t just stick to the basics; let your personality shine through! We’re looking for someone who fits well with our team, so share a bit about yourself and what drives you in your advisory career.
Tailor Your Application: Take the time to customise your application for this specific role. Mention how our strong marketing and lead generation system excites you and how you plan to leverage it to benefit our clients.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around the services you’ll be advising on. Familiarise yourself with the firm’s client base and their needs, as well as any recent changes in regulations that might affect them.
✨Showcase Your Experience
With at least 3 years under your belt, highlight specific examples of how you've successfully managed client portfolios. Be ready to discuss your approach to client relationships and how you’ve helped clients achieve their financial goals.
✨Understand Their Marketing Strategy
Since the firm has a strong marketing and lead generation system, do your homework on it. Be prepared to discuss how you can leverage these tools to enhance client engagement and grow your portfolio.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s culture, client transition process, and support for IFAs. This shows your genuine interest in the role and helps you gauge if it’s the right fit for you.
