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For Companies At a Glance
- Tasks: Manage an established client bank and provide tailored financial advice.
- Company: Join a reputable firm with 50 years of experience in financial planning.
- Benefits: Enjoy hybrid working, a £5,000 car allowance, and private medical insurance.
- Why this job: Step into a rewarding role with strong support and career development opportunities.
- Qualifications: Previous IFA or Financial Planner experience required, along with SPS & CAS.
- Other info: No need to build a client base from scratch; clients are provided from day one.
The predicted salary is between 40000 - 56000 £ per year.
We’re working with a long-established, independent financial planning firm, 50 years in the business, that’s looking to welcome a new Independent Financial Adviser into their growing team.
They’ve built an excellent reputation for delivering high-quality advice, with strong ties in the corporate space and a solid, loyal client base. Due to continued growth, they’re now seeking an adviser to focus on private client advice, working with an established client bank and converting leads for individual clients generated within meetings for corporate & EB advice.
- Warm client bank – you’ll be given clients to manage from day one
- Hybrid working – typically 1–2 days office presence required
- Structured career development – support toward Chartered status
- Strong back-office support to let you focus on advice
- £5,000 car allowance
- Bonus structure – based on performance, KPIs, and business success
- 25 days holiday, plus 1 extra day per year (up to 5 years)
- Private medical insurance (Bupa) – employer pays the excess
- Group life assurance – 3x basic salary
- Scottish Widows pension – 6% employer, 4% employee
Previous experience as an IFA or Financial Planner and holding current SPS & CAS is required. This is a rare opportunity to step into a high-quality, client-facing role without the pressure of building a book from scratch.
Locations
Independent Financial Advisor employer: Capio Recruitment
Contact Detail:
Capio Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor
✨Tip Number 1
Network with professionals in the financial services industry, especially those who have experience as Independent Financial Advisers. Attend industry events or webinars to connect with potential colleagues and clients, which can help you gain insights into the role and the company culture.
✨Tip Number 2
Familiarise yourself with the specific client base of the firm. Research their typical clientele and understand their needs and preferences. This knowledge will allow you to tailor your approach during interviews and demonstrate how you can effectively manage and grow the warm client bank.
✨Tip Number 3
Prepare to discuss your previous experience in managing client relationships and converting leads. Be ready to share specific examples of how you've successfully provided financial advice and built trust with clients, as this will be crucial for the role.
✨Tip Number 4
Show enthusiasm for the structured career development opportunities offered by the firm. Express your commitment to achieving Chartered status and how you plan to leverage the back-office support to enhance your advisory capabilities, making you a valuable asset to the team.
We think you need these skills to ace Independent Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience as an Independent Financial Adviser or Financial Planner. Emphasise your qualifications, such as holding current SPS & CAS, and any previous successes in client management.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your ability to manage a warm client bank. Mention how your skills align with the company's values and their focus on high-quality advice.
Highlight Relevant Skills: In your application, emphasise skills that are crucial for the role, such as client relationship management, financial planning expertise, and the ability to convert leads into clients. Use specific examples to demonstrate these skills.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential in the financial advisory field.
How to prepare for a job interview at Capio Recruitment
✨Know Your Client Base
Familiarise yourself with the firm's existing client bank and their typical needs. Be prepared to discuss how you would approach managing these clients and converting leads, showcasing your understanding of private client advice.
✨Highlight Relevant Experience
Emphasise your previous experience as an Independent Financial Adviser or Financial Planner. Make sure to mention any specific achievements or successful strategies you've implemented in past roles that align with the company's focus on high-quality advice.
✨Demonstrate Your Knowledge of the Industry
Stay updated on current financial regulations and trends. During the interview, be ready to discuss how these factors impact client advice and how you can leverage your knowledge to benefit the firm and its clients.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, support for career development, and the specifics of the bonus structure. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
