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- Tasks: Join a top financial firm and service existing clients with expert advice.
- Company: A reputable financial planning firm in Essex, known for its supportive environment.
- Benefits: Enjoy a structured role with all leads provided and no pressure to find new clients.
- Why this job: Focus on delivering quality advice while being part of a well-regarded team.
- Qualifications: Must have full diploma qualification and current SPS; experience with private clients is essential.
- Other info: Open to self-employed advisers but prefer employed candidates.
The predicted salary is between 36000 - 60000 £ per year.
We are recruiting for an IFA in London who have a requirement for someone to service an existing client bank. Their typical client up to £500,000 of investable assets and you must have experience of providing pension and investments advice to clients.
Responsibilities & Qualifications
- Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business.
- You will be expected to work in accordance of the firm and full support will be provided by the paraplanning team.
- You must have a minimum of 2 year\’s experience in an advisory role.
- Technical competence in advising on pensions, investments, and insurances in the pre and post retirement stages.
- You must have the ability to show confidence, passion, build client rapport authority, personality, handle objections, and also have empathy to put clients at ease.
- Minimum Level 4 Diploma Status.
- Competent Adviser Status in current role.
- Commitment to ongoing Professional Development.
- Ability to work in a fast-paced environment.
- To be a self-starter and be able to manage leads and report into the senior management.
- Must be proficient in MS Office (Word, Excel, PowerPoint, etc).
This is an excellent opportunity for someone who is passionate about offering advice but is looking for the support of a firm to provide the clients and opportunities to write business.
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Independent Financial Adviser - All leads provided employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser - All leads provided
✨Tip Number 1
Network with local professionals in the financial sector. Attend industry events or join local finance groups to meet potential colleagues and gain insights about the firm and its culture.
✨Tip Number 2
Research the firm thoroughly. Understand their values, client base, and the services they offer. This knowledge will help you tailor your conversations and demonstrate your genuine interest during interviews.
✨Tip Number 3
Prepare to discuss your previous experience in detail. Be ready to share specific examples of how you've successfully provided financial planning advice to private clients, as this is a key requirement for the role.
✨Tip Number 4
Showcase your commitment to ongoing professional development. Highlight any additional qualifications or training you've pursued since obtaining your diploma, as this demonstrates your dedication to the field.
We think you need these skills to ace Independent Financial Adviser - All leads provided
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a financial adviser, particularly your qualifications and any relevant client servicing experience. Emphasise your diploma qualification and current SPS to meet the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that explains why you are interested in this specific role. Mention your familiarity with the Essex area and your ability to service existing clients effectively. Highlight your commitment to delivering quality financial advice.
Showcase Relevant Experience: In your application, provide examples of your previous work with private clients. Discuss how you have successfully managed client relationships and delivered tailored financial planning advice.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which is crucial in the financial sector.
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Stuff
Make sure you have a solid understanding of financial planning principles and the specific services offered by the firm. Brush up on your knowledge of current market trends and regulations, as this will demonstrate your expertise and confidence during the interview.
✨Showcase Your Experience
Prepare to discuss your previous experience in providing financial advice, particularly to private clients. Be ready to share specific examples of how you've successfully managed client relationships and delivered tailored financial solutions.
✨Understand the Firm's Culture
Research the firm's values and culture before the interview. This will help you align your answers with what they are looking for in a candidate and show that you are genuinely interested in becoming part of their team.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of the interview. Inquire about the firm's approach to client servicing and how they support their advisers. This not only shows your interest but also helps you assess if the firm is the right fit for you.