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- Tasks: Build long-term client relationships and provide tailored financial advice.
- Company: Join a growing team of independent financial advisors in London.
- Benefits: Competitive salary of £75k plus fees and benefits, with hybrid working options.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Diploma in Financial Planning and 2+ years of advisory experience required.
- Other info: Dynamic role with opportunities for continuous professional development.
The predicted salary is between 60000 - 90000 £ per year.
We are seeking a highly motivated and client-focused Independent Financial Advisor (IFA) to join a growing team. The successful candidate will provide holistic financial planning and investment advice to a diverse portfolio of clients. You will be responsible for building long-term relationships based on trust, integrity, and professionalism, helping clients achieve their financial goals through tailored, independent advice.
Key Responsibilities:
- Developing and maintaining Client relationships to help maintain business flow and meet agreed targets
- Promoting the profile of the business within the profession and wider communities
- Providing financial information and advice to Clients, appropriate to their individual needs
- Develop the Client’s Financial Plan, established by completing the Client journey.
- To gain a deep understanding of the individual(s) circumstances to identify the correct life plan
- Collaborate with the team to present the suitable journey for the client in a clear and simplistic way
- Continuous professional development to meet regulatory requirements and personal development needs
- Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, including new requirements around the new consumer duty regulation
- To be able to bring your existing clients across and continue to develop those relationships
- A key focus on cash flow modelling and be able to present several scenarios to your clients
- Preparation of meeting notes and personal information documentation
- Carry out income & expenditure collation & analysis
- Ensuring that all Client requirements and objectives are followed through to the appropriate conclusion
- Managing an ongoing review service appropriate to the Client’s needs
- Individual workflow and task delivery
Requirements:
- Diploma in Financial Planning (DipPFS / Level 4 Qualified) or higher (Chartered or Certified status preferred).
- Current FCA authorisation with Statement of Professional Standing (SPS).
- Minimum of 2 years of experience as a Financial Advisor, preferably in an independent environment.
- In-depth knowledge of investment planning, inheritance tax planning, SIPPS and SSAS pensions, protection products.
- Proficient in financial planning software (PlannR) and CRM systems.
Independent Financial Advisor (IFA) Hybrid employer: Career Cross Limited
Contact Detail:
Career Cross Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor (IFA) Hybrid
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisors, attend industry events, and join relevant online forums. Building relationships can lead to referrals and insider job opportunities.
✨Tip Number 2
Showcase your expertise! Create a personal brand by sharing insights on social media or writing articles about financial planning. This not only demonstrates your knowledge but also attracts potential clients and employers.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios you might face as an IFA. Be ready to discuss how you’ve helped clients achieve their financial goals in the past – real-life examples go a long way!
✨Tip Number 4
Don’t forget to apply through our website! We’re always looking for passionate individuals who want to make a difference in clients' lives. Your next big opportunity could be just a click away!
We think you need these skills to ace Independent Financial Advisor (IFA) Hybrid
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Independent Financial Advisor role. Highlight your qualifications, like your DipPFS or any relevant certifications, and showcase your experience in building client relationships.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial advising and how you can help clients achieve their goals. Be sure to mention your understanding of investment planning and your approach to client care.
Showcase Your Client-Centric Approach: In your application, emphasise your ability to develop long-term relationships with clients. Share examples of how you've tailored financial plans to meet individual needs and how you've maintained compliance with regulations.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s the easiest way for us to keep track of your application and ensure it reaches the right people!
How to prepare for a job interview at Career Cross Limited
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around investment strategies, inheritance tax, and pensions. Be ready to discuss how you've applied this knowledge in real-life scenarios, as it shows you're not just book-smart but also practical.
✨Build Rapport
Since the role is all about client relationships, practice building rapport during your interview. Use active listening, ask insightful questions, and show genuine interest in the interviewer's experiences. This will demonstrate your ability to connect with clients.
✨Showcase Your Experience
Prepare specific examples from your past roles that highlight your experience as a Financial Advisor. Discuss how you've developed financial plans and managed client relationships, focusing on results and client satisfaction to illustrate your impact.
✨Stay Compliant
Familiarise yourself with the latest regulations, including the new consumer duty regulation. Be prepared to discuss how you ensure compliance in your work and how you keep up with continuous professional development. This shows you're serious about your responsibilities as an IFA.
