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- Tasks: Provide expert financial advice and conduct client review meetings.
- Company: Join a growing financial planning firm with a strong corporate arm.
- Benefits: Enjoy a competitive salary, bonuses, and opportunities for career development.
- Why this job: Be part of a forward-thinking team focused on client relationships and personal growth.
- Qualifications: Must be level 4 qualified and hold competent adviser status.
- Other info: Work with high-net-worth clients and have access to a strong client pipeline.
The predicted salary is between 43200 - 72000 £ per year.
Are you an experienced Financial Planner looking for an Advisory role with a consistent stream of private clients? This role would suit an experienced IFA, level 4 qualified, holding competent adviser status and confident performing surgeries for corporate client members.
Due to continued success in providing advice to HNW clients, this growing financial planning firm with a track record of growth and thriving corporate arm is looking for an experienced Adviser. You will come into an established group of clients and a strong pipeline.
Duties for this role will include:
- Provide expert advice on all areas of financial planning.
- Conduct comprehensive review meetings to understand their goals, objectives and financial needs.
- Develop effective sustainable relationships with clients, their families & professional connections.
- Analyse information, conduct research, maintain comprehensive records and prepare financial planning reports.
- Maintain a high level of personal development ensuring an up-to-date knowledge of industry trends, regulations, and best practice.
This is an excellent role within a forward-thinking and close-knit firm who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. There are also long-term opportunities to be a key part of the wider business.
Package will consist of basic plus bonus and benefits.
Independent Financial Adviser employer: Brevere Group
Contact Detail:
Brevere Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser
✨Tip Number 1
Network with professionals in the financial planning industry. Attend industry events, webinars, or local meetups to connect with other advisers and potential clients. Building relationships can lead to referrals and insights about job opportunities.
✨Tip Number 2
Stay updated on the latest trends and regulations in financial planning. Subscribe to industry publications or join relevant online forums. Demonstrating your knowledge during interviews can set you apart from other candidates.
✨Tip Number 3
Prepare to discuss your experience with high-net-worth clients. Be ready to share specific examples of how you've successfully managed their financial needs and built lasting relationships. This will showcase your expertise and suitability for the role.
✨Tip Number 4
Research the firm thoroughly before your interview. Understand their values, services, and client base. Tailoring your conversation to align with their mission can demonstrate your genuine interest and help you stand out as a candidate.
We think you need these skills to ace Independent Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Planner, particularly any roles where you've provided advice to high-net-worth clients. Emphasise your level 4 qualification and competent adviser status.
Craft a Compelling Cover Letter: In your cover letter, express your passion for financial planning and your commitment to building sustainable relationships with clients. Mention specific examples of how you've successfully met client needs in the past.
Showcase Your Skills: Highlight your analytical skills and ability to conduct comprehensive reviews. Provide examples of how you've maintained records and prepared financial planning reports, demonstrating your attention to detail.
Research the Company: Familiarise yourself with the firm's values and services. Mention in your application how your personal development aligns with their forward-thinking approach and commitment to improving client services.
How to prepare for a job interview at Brevere Group
✨Showcase Your Expertise
As an Independent Financial Adviser, it's crucial to demonstrate your knowledge in financial planning. Be prepared to discuss specific strategies you've implemented in the past and how they benefited your clients. This will show your potential employer that you have the expertise needed for the role.
✨Understand the Firm's Values
Research the financial planning firm thoroughly before your interview. Understand their approach to client relationships and their commitment to continuous improvement. This will allow you to align your answers with their values and demonstrate that you're a good fit for their team.
✨Prepare for Client Scenarios
Expect to be asked about how you would handle various client scenarios during the interview. Prepare examples of how you've successfully navigated complex financial situations in the past. This will highlight your problem-solving skills and ability to build sustainable relationships with clients.
✨Stay Updated on Industry Trends
Make sure you're up-to-date with the latest trends and regulations in the financial industry. Being knowledgeable about current events will not only impress your interviewers but also show your commitment to personal development and providing the best advice to clients.
