IFA: Inherit Clients & Fast-Track Your Advisory Career in London
IFA: Inherit Clients & Fast-Track Your Advisory Career

IFA: Inherit Clients & Fast-Track Your Advisory Career in London

London Full-Time 36000 - 60000 £ / year (est.) No home office possible
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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 in London employer: Blakemore Recruitment

Join a reputable financial advisory firm in the UK that prioritises your professional growth and success. With an established client base ready for you to inherit, coupled with a robust marketing and lead generation system, this role offers a unique opportunity to fast-track your advisory career in a supportive and dynamic work culture. The firm values employee development and provides a collaborative environment where your expertise can thrive.
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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 in London

✨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 have a lead or two that could fast-track your career.

✨Tip Number 2

Prepare for those interviews! Research the firm thoroughly and be ready to discuss how your experience aligns with their needs. Show them you’re not just another candidate; you’re the perfect fit for inheriting clients and driving success.

✨Tip Number 3

Leverage social media to showcase your expertise. Share insights, articles, or even your own thoughts on financial trends. This will help you stand out and attract attention from potential employers looking for someone with your level of experience.

✨Tip Number 4

Don’t forget to apply through our website! We’ve got a streamlined process that makes it easy for you to get your application in front of the right people. Plus, it shows you’re serious about landing that IFA role!

We think you need these skills to ace IFA: Inherit Clients & Fast-Track Your Advisory Career in London

Client Relationship Management
Financial Advisory
Level 4 Diploma in Financial Services
Experience as an Independent Financial Adviser (IFA)
Marketing Skills
Lead Generation
Communication Skills
Transition Management

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to highlight your experience as an IFA. Focus on your achievements and how they relate to the role, especially your client management skills and any relevant qualifications.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Mention your experience with client engagement and how you can leverage the existing client bank to drive success.

Showcase Your Qualifications: Don’t forget to mention your level 4 diploma in financial services! This is a key requirement, so make it prominent in your application to show you meet the criteria right off the bat.

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!

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. Be ready to discuss your experience and how it aligns with the firm’s offerings. They’ll want to see that you can hit the ground running with their established clients.

✨Showcase Your Client Management Skills

Since you’ll be inheriting clients, it’s crucial to demonstrate your ability to build and maintain relationships. Prepare examples of how you've successfully managed client portfolios in the past and how you’ve handled any challenges that arose.

✨Understand Their Marketing Strategy

Familiarise yourself with the firm’s marketing and lead generation systems. Being able to discuss how you can leverage these tools to enhance client engagement will show that you’re proactive and ready to contribute to their success.

✨Ask Insightful Questions

Prepare thoughtful questions about the firm’s culture, client expectations, and growth opportunities. This not only shows your interest but also helps you gauge if the firm is the right fit for you. Remember, interviews are a two-way street!

IFA: Inherit Clients & Fast-Track Your Advisory Career in London
Blakemore Recruitment
Location: London
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  • IFA: Inherit Clients & Fast-Track Your Advisory Career in London

    London
    Full-Time
    36000 - 60000 £ / year (est.)
  • B

    Blakemore Recruitment

    50-100
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