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For Companies At a Glance
- Tasks: Manage and grow a diverse portfolio of clients, focusing on their financial goals.
- Company: Join a reputable financial advisory firm with a strong client base.
- Benefits: Competitive salary, substantial earnings potential, and clear career progression.
- Why this job: Enjoy exceptional rewards while helping clients achieve their financial dreams.
- Qualifications: At least 3 years of experience as a financial adviser with CAS.
- Other info: Opportunities available in Bristol and Taunton.
The predicted salary is between 50000 - 65000 £ per year.
Join a Growing Financial Advisory Team as an IFA with Exceptional Earning Potential!
Are you an experienced financial advisor looking for a role that offers substantial earnings and the opportunity to work with an established client bank? Look no further! This is a unique opportunity to build your career while enjoying great rewards in a thriving market.
Location: Serving clients from Taunton up to Bristol, you'll have access to a diverse and growing client base.
What’s on Offer:
- Starting Salary: £50,000 - £65,000 depending on experience.
- First-Year Earnings: £95,000
- Second-Year Earnings: £120,000+
- No salary validation required.
The Role:
- Manage and grow an established portfolio of clients, predominantly teachers with a variety of other industries mixed in.
- Enjoy the opportunity to carry out lifestyle planning with a strong focus on client goals and needs.
- Build relationships and trust as you uplift client fees over a three-year period.
What We’re Looking For:
- Drive to Succeed: You’re motivated, ambitious, and eager to go above and beyond.
- Client-Focused: You’re passionate about delivering exceptional service and helping clients achieve their financial goals.
- Hardworking & Rewarding: You’re dedicated and want to be well-rewarded for your efforts, with substantial earnings potential.
- Experienced Financial Adviser: At least 3 years experience as financial adviser with CAS.
Why Choose Us?
- The perfect balance of competitive salary, validation, and bonuses.
- A long-term career with a clear pathway to success.
- The support of an established and highly reputable financial firm.
Apply now to join a growing team that values hard work and rewards your success! We have vacancies in Bristol, Taunton!
Independent Financial Adviser -IFA in Bristol employer: CFP JOBS
Contact Detail:
CFP JOBS Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser -IFA in Bristol
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisers, attend industry events, and join relevant online forums. The more people you know, the better your chances of landing that IFA role.
✨Tip Number 2
Showcase your expertise! Prepare to discuss your past successes and how you've helped clients achieve their financial goals. Use real examples to demonstrate your client-focused approach and drive to succeed.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or colleagues to refine your answers and boost your confidence. Focus on articulating your passion for delivering exceptional service and your dedication to hard work.
✨Tip Number 4
Apply through our website! We want to see your application, so make sure you submit it directly on our platform. This way, you’ll be in the best position to showcase your skills and stand out from the crowd.
We think you need these skills to ace Independent Financial Adviser -IFA in Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the IFA role. Highlight your achievements in financial advising and any relevant qualifications to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for helping clients achieve their financial goals and why you’re excited about joining our team. Keep it personal and engaging!
Showcase Your Client-Focused Approach: We love candidates who put clients first! In your application, give examples of how you've built relationships and trust with clients in the past. This will show us you're the right fit for our team.
Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to see your enthusiasm and commitment to joining our growing team!
How to prepare for a job interview at CFP JOBS
✨Know Your Numbers
As an Independent Financial Adviser, you’ll need to demonstrate your understanding of financial products and market trends. Brush up on key statistics and recent changes in the financial landscape that could impact your clients. This shows you’re not just experienced but also current and proactive.
✨Client-Centric Approach
Prepare to discuss how you’ve successfully built relationships with clients in the past. Think of specific examples where you’ve tailored financial plans to meet individual needs. This will highlight your client-focused mindset, which is crucial for this role.
✨Showcase Your Ambition
The job description emphasises a drive to succeed. Be ready to share your career goals and how they align with the company’s vision. Talk about your ambitions and how you plan to achieve substantial earnings while contributing to the team’s growth.
✨Prepare Questions
Interviews are a two-way street! Prepare insightful questions about the company’s culture, support systems, and growth opportunities. This not only shows your interest but also helps you gauge if the company is the right fit for you.
