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- Tasks: Provide tailored financial advice and manage client relationships with autonomy.
- Company: Join a growing, client-focused firm that values integrity and transparency.
- Benefits: Flexible remote work, support for growth, and an active client portfolio.
- Why this job: Make a real impact in clients' lives while enjoying independence and support.
- Qualifications: Level 4 Diploma in Financial Planning and 5 years' IFA experience required.
- Other info: Opportunity for career growth in a dynamic, supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
An excellent opportunity for a client-focused Independent Financial Advisor to join a growing, directly authorized firm in Bedfordshire. You will inherit an active client portfolio and have the freedom to build your own, with full support and flexibility. The role involves providing tailored advice on pensions, investments, savings, and protection while maintaining strong, long-term relationships. This remote-based position offers autonomy, with occasional client visits, within a team that values integrity, transparency, and client satisfaction—giving you the tools to thrive.
Key Responsibilities:- Provide high-quality, independent financial advice to a varied client base
- Manage and nurture an existing portfolio with a focus on retention
- Generate new business through referrals and networking
- Maintain a compliant, client-first approach to all advisory work
- Level 4 Diploma in Financial Planning (or equivalent)
- Minimum 5 years' experience as an IFA with CAS status
- Proven ability to grow a client base through business development
- Comfortable with virtual client engagement and confident using digital tools
If you are seeking a role that combines independence, support, and long-term opportunity, we would love to hear from you.
Independent Financial Advisor in London employer: Empresaria Group plc
Contact Detail:
Empresaria Group plc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world and let them know you're on the lookout for new opportunities. A personal recommendation can go a long way in landing that dream role.
✨Tip Number 2
Show off your expertise! Consider hosting a webinar or writing a blog post about financial advice topics. This not only showcases your knowledge but also helps you connect with potential clients and employers.
✨Tip Number 3
Don’t shy away from social media! Use platforms like LinkedIn to engage with industry leaders and share your insights. It’s a great way to get noticed and might just lead to your next big opportunity.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you prepare for interviews and make a lasting impression. Plus, it shows you’re serious about joining our team!
We think you need these skills to ace Independent Financial Advisor in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your Level 4 Diploma and any relevant client management experience to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about providing independent financial advice and how you can contribute to our team’s values of integrity and client satisfaction.
Showcase Your Client Engagement Skills: Since this role involves virtual client engagement, mention any digital tools you’re comfortable with. We want to see how you can maintain strong relationships even from a distance!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any updates regarding your application status!
How to prepare for a job interview at Empresaria Group plc
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around pensions, investments, and savings. Be ready to discuss how you've provided tailored advice in the past and how you plan to manage and grow a client portfolio.
✨Showcase Your Client Relationships
Since this role is all about maintaining strong, long-term relationships, come prepared with examples of how you've nurtured client connections. Highlight any success stories where your approach led to client retention or referrals.
✨Demonstrate Your Business Development Skills
Be ready to talk about your strategies for generating new business. Whether it's through networking or leveraging referrals, share specific instances where you've successfully grown your client base.
✨Embrace Digital Tools
As the role involves virtual client engagement, show your comfort with digital tools. Discuss any platforms you’ve used for client meetings or financial planning, and how they’ve enhanced your service delivery.
