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- Tasks: Develop new business opportunities and provide holistic advice to high-net-worth clients.
- Company: Boutique Private Bank in London with a focus on client relationships.
- Benefits: Supportive environment, career growth, and the chance to work with HNW clients.
- Why this job: Join a growing team and make a real impact in private banking.
- Qualifications: Financial Services diploma level four and experience as an IFA with HNW clients.
- Other info: Ideal for polished professionals with a strong track record in business development.
The predicted salary is between 43200 - 72000 £ per year.
Our clients are a small boutique Private Bank based in London. Due to expansion, they now require a Financial Planner to join the existing team in London. The role will be to help develop new business opportunities externally from professional Introducers and provide holistic advice to HNW private clients.
Candidates must have a financial services diploma level four and experience of working as an IFA with HNW private clients. Candidates must have extensive experience of successful new business development with professional introducers and private clients, and ideally some client following/revenue that will follow within the near future.
This is an excellent opportunity to join a Private Banking organisation with a role that offers full support and would suit a polished and professional individual with an excellent record of new business development.
Private Banking IFA in London employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Banking IFA in London
✨Tip Number 1
Network like a pro! Get out there and connect with professionals in the financial services sector. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential introducers. Remember, it’s all about building those relationships!
✨Tip Number 2
Showcase your expertise! When you meet potential clients or introducers, make sure to highlight your experience and success in new business development. Share specific examples of how you've helped HNW clients in the past – this will build trust and credibility.
✨Tip Number 3
Follow up! After meeting someone, drop them a quick email or message to thank them for their time and reiterate your interest in collaborating. This keeps you on their radar and shows that you’re proactive about developing new business opportunities.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that perfect role. Plus, applying directly through us means you’ll get the latest updates and support throughout your job search journey. Don’t miss out!
We think you need these skills to ace Private Banking IFA in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Private Banking IFA role. Highlight your experience with HNW clients and any successful new business development you've done. We want to see how you can bring value to our team!
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 financial services diploma and any relevant achievements that showcase your skills in developing business opportunities.
Showcase Your Client Relationships: If you have a client following or revenue that could come with you, don’t be shy about it! We love to see candidates who can bring their network along. Make sure to mention this in your application to stand out.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss any important updates from us. Plus, it shows you’re keen on joining 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 holistic advice and high-net-worth clients. Be prepared to discuss your previous experiences and how they relate to the role, as well as any relevant qualifications like your level four diploma.
✨Showcase Your Business Development Skills
Since this role heavily focuses on new business development, come armed with specific examples of how you've successfully built relationships with professional introducers and private clients. Highlight any client followings or revenue streams that could potentially come with you.
✨Dress to Impress
As a polished and professional individual, your appearance matters. Dress smartly for the interview to reflect the high standards expected in private banking. First impressions count, so make sure you look the part!
✨Ask Insightful Questions
Prepare some thoughtful questions about the company and its expansion plans. This shows your genuine interest in the role and helps you understand how you can contribute to their growth. It’s also a great way to demonstrate your knowledge of the industry.
