Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage and develop a client bank, conducting review meetings and generating new business.
- Company: Join a well-established IFA business with nearly 20 years of success.
- Benefits: Enjoy remote work flexibility, competitive earnings, and a supportive environment.
- Why this job: Great long-term prospects with potential earnings over £200k and a chance to grow your career.
- Qualifications: Must be Dipfa qualified with a drive to expand your earnings.
- Other info: Take over an existing client base and enjoy a high revenue split.
The predicted salary is between 45000 - 60000 £ per year.
BWD are working with an established IFA business with a history of almost 20 years, supporting them with the hire of a qualified and ambitious financial planner to take over a very well established client bank. This opportunity offers excellent long term prospects that over time will see the successful hire inherit earnings of well over £200k.
You will initially take over and receive partial credit of an existing book of clients that you will manage and develop in line with service level agreements, guaranteeing a minimum base line income of c£45,000. The expectancy for this will be to typically conduct two review meetings per week. In addition, you will receive new business opportunities and will receive a highly competitive rate of 85% of any revenue generated from these opportunities.
- Take over the ownership of c100 clients
- Instantly receive 50% of the ongoing credit as income month on month
- Conduct review meetings in person / via teams - Some with the existing adviser to ensure a smooth transition of the client relationship
- Work on leads provided, referrals and self-generated opportunities and receive an 85% split on all revenue
- Receive 85% of all revenue novated or self-generated (this is however not a stipulation of the role)
- Have the freedom and flexibility of working remotely and no micro management
Longer term you will:
- Take over the remaining client relationships of a further 30 clients
- Eventually receive 85% of all revenue - Currently sitting at over £280,000 which on today's revenue would equate to earnings of over £235,000
- Run your own cost centre of an experienced advisory business
Applications are invited from Dipfa qualified planners with an appetite to grow and develop their earnings.
Contact Detail:
BWD Search & Selection Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network with other financial advisers and professionals in the industry. Attend relevant events or webinars to build connections that could lead to referrals or insights about the role.
✨Tip Number 2
Familiarise yourself with the specific client base you will be managing. Research their needs and preferences to demonstrate your understanding during interviews and discussions.
✨Tip Number 3
Prepare to discuss your strategies for client retention and growth. Highlight any past experiences where you've successfully managed client relationships or increased revenue.
✨Tip Number 4
Showcase your qualifications and continuous professional development. Being Dipfa qualified is essential, but also mention any additional training or certifications that enhance your expertise.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications, particularly your DipFA certification. Emphasise any relevant experience in financial planning and client management, showcasing your ability to handle a client bank effectively.
Craft a Compelling Cover Letter: Write a cover letter that reflects your ambition and desire to grow within the financial advisory sector. Mention specific reasons why you are interested in this role and how your skills align with the company's needs.
Highlight Client Management Skills: In your application, focus on your experience with client relationships. Discuss how you have successfully managed clients in the past and your approach to conducting review meetings, as this is crucial for the role.
Showcase Your Revenue Generation Experience: If applicable, include examples of how you have generated new business opportunities in previous roles. This could involve discussing your strategies for lead generation and your success in converting leads into clients.
How to prepare for a job interview at BWD Search & Selection
✨Know Your Numbers
As a financial adviser, it's crucial to be well-versed in financial metrics and performance indicators. Be prepared to discuss your understanding of client portfolios, revenue generation, and how you plan to manage and grow the existing client bank.
✨Demonstrate Client Relationship Skills
Since you'll be taking over an established client base, showcasing your ability to build and maintain strong client relationships is key. Prepare examples of how you've successfully managed client expectations and fostered trust in previous roles.
✨Showcase Your Qualifications
Make sure to highlight your DipFA qualification and any other relevant certifications. Discuss how your education has equipped you with the skills necessary to excel in this role and how you plan to leverage that knowledge for the benefit of the clients.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities and decision-making skills. Think about potential challenges you might face with the existing client bank and how you would address them effectively.
