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- Tasks: Deliver comprehensive financial advice and grow your client base in Derby.
- Company: Join a high-growth firm aiming to be a Top 50 UK law firm.
- Benefits: Enjoy a competitive salary, pension, electric car scheme, and 25 days holiday.
- Why this job: Take ownership of a new region and make a real impact on clients' financial futures.
- Qualifications: CAS Certified Independent Financial Adviser with a proven business strategy.
- Other info: Great opportunity for autonomy and long-term career progression.
The predicted salary is between 55000 - 75000 £ per year.
£55,000 - £75,000 + 4% Pension + Electric Car Scheme + Life Insurance + Healthcare + 25 days holiday (plus bank holidays and buy back scheme) + Brand New Office
Are you a CAS Financial Adviser with previous IFA experience looking to join a high-growth organisation and take ownership of expanding a new geographical area? This is a unique opportunity to join a firm with a strong reputation and play a key role in its ambition to become a Top 50 UK law firm. A major part of this strategy is the continued expansion of its Wealth Management and investment offering.
You will be responsible for driving and growing the business across the Derby area through a holistic and consultative approach, delivering full-scope financial advice across pensions, investments, inheritance tax planning and cashflow modelling. With an existing pipeline of warm, organic referrals, alongside the opportunity to proactively build your own client base, this role offers genuine autonomy and long-term career progression. This position is perfect for an Independent Financial Adviser with a clear business development strategy who is excited by the prospect of launching and growing a new region under a well-recognised and trusted brand.
The Role:- Delivering full-scope financial advice across pensions, investments, inheritance tax planning and cashflow modelling
- Implement a business strategy to grow a book of business in Derby
- Organic referrals paired with new business expansion
- Occasionally travel to Nottingham office
- CAS Certified Independent Financial Adviser
- A clear and proven business strategy to implement
- Existing client bank is beneficial but not required
- Looking for more responsibility and recognition
- Demonstrable experience of customer service skills
Independent Financial Advisor employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor
✨Network Like a Pro
Get out there and meet people! Attend local networking events, join financial advisory groups, and connect with other professionals in the industry. Building relationships can lead to referrals and opportunities that you won't find on job boards.
✨Showcase Your Expertise
Create a personal brand that highlights your skills and experience. Use social media platforms like LinkedIn to share insights, articles, and success stories. This not only positions you as an expert but also attracts potential clients and employers.
✨Leverage Warm Referrals
Since you’ll have access to warm referrals, make sure to nurture those connections. Reach out to existing clients and ask for introductions to their networks. A personal recommendation can go a long way in building trust with new clients.
✨Apply Directly Through Us
Don’t forget to apply through our website! We’re always on the lookout for talented Independent Financial Advisers like you. By applying directly, you’ll get noticed faster and have a better chance of landing that dream role.
We think you need these skills to ace Independent Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Independent Financial Advisor role. Highlight your CAS certification and any relevant experience in financial advice, especially in pensions and investments. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're excited about this opportunity and how your business development strategy aligns with our goals. Let us know what makes you the perfect fit for expanding our presence in Derby.
Showcase Your Customer Service Skills: We value great customer service, so be sure to highlight any experiences where you've gone above and beyond for clients. Share specific examples that demonstrate your ability to build relationships and trust, as this is key in our industry.
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our high-growth organisation!
How to prepare for a job interview at Eden Rose
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, inheritance tax planning, and cashflow modelling. Being able to discuss these topics confidently will show that you're not just a CAS Certified Independent Financial Adviser, but also someone who can deliver full-scope financial advice effectively.
✨Showcase Your Business Strategy
Prepare to discuss your clear and proven business development strategy. Think about how you plan to grow your book of business in Derby and be ready to share specific examples of how you've successfully implemented strategies in the past. This will demonstrate your proactive approach and readiness for responsibility.
✨Highlight Customer Service Skills
Since customer service is key in this role, come prepared with examples of how you've provided exceptional service in previous positions. Whether it’s handling client queries or building relationships, showing that you can connect with clients will set you apart from other candidates.
✨Be Ready to Discuss Autonomy
This role offers genuine autonomy, so be prepared to talk about how you thrive when given responsibility. Share experiences where you've taken ownership of projects or initiatives, and explain how you plan to leverage that autonomy to expand the firm's presence in Derby.
