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- Tasks: Join a dynamic team as an Independent Financial Adviser, managing a substantial client bank.
- Company: Be part of a supportive accountancy firm with a strong focus on client-first financial planning.
- Benefits: Enjoy a competitive salary, flexible working, 25 days holiday, and a comprehensive benefits package.
- Why this job: This role offers independence, growth opportunities, and a collaborative environment with experienced colleagues.
- Qualifications: 5+ years of post-CAS advice experience and a drive for success are essential.
- Other info: No CV needed to apply; just reach out and start your journey!
The predicted salary is between 60000 - 80000 £ per year.
There\’s nothing worse than feeling trapped in your career.
You\’d like to be independent and work for a business that puts clients first. But with so much consolidation happening it\’s not as easy to find as it once was.
Not easy but not impossible as this IFA business proves.
Here they\’re looking for someone to inherit a client bank from a retiring IFA. This client bank has c£30m AUM and £150,000 ongoing advice fees that you get full credit on.
Alongside that you\’ll join an accountancy business with 6 partners in the office and a further 20 on the accountancy team. There are other planners in the office but most are at director level meaning there\’s a great opportunity to get leads from your colleagues. And in this environment your average case size will be sizeable and the cases challenging.
It\’s important to note that this is a business where the accountancy business is bought in to what financial planning offers. Yes you\’ll need to build relationships but you won\’t be banging your head against the wall here. There are numerous planners in this company writing £500,000 – £750,000 per annum so the opportunity is huge.
And it\’s huge because of the calibre of paraplanning and admin support on offer. You\’ll get to spend your time doing what you do best – seeing clients.
As for management style it\’s light touch. The leadership team have been at the business for years and continue to lead from the front. They empower their IFAs and trust them to get on with the job at hand whilst at the same time continuing to bang the drum for financial planning.
Salary is £60,000 – £80,000 but there is some flexibility based on performance/experience/exam status. There\’s a bonus scheme where you earn 25% over validation and a full benefits package including:
- 25 days holiday + bank holidays
- The chance to buy or sell up to 5 days a year
- Pension
- Healthcare
HERE\’S WHAT YOU\’LL NEED:
You\’ll be a self-starter and a confident financial planner with 5+ years post-CAS advice experience. You\’ll have good technical skills and be on the way to Chartered if you aren\’t already.
But your mindset and drive is of more importance. There\’s a decent client book to take over but the real medium/long term opportunity lies with the accountancy business. Whilst there are 6 partners in the office there are another 15 in the region so you\’ll have a lot of business introducers.
You will be a visible presence in the region but the firm know you\’ll spend a lot of time out and about seeing clients. Flexibility is the key word here.
You\’ll want to work for an independent financial planner.
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Does independence matter? If so click apply and we\’ll be in touch.
If you don\’t have a CV send us a way of contacting you. We can come to the CV later.
Everyone will receive a response.
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Independent Financial Adviser employer: Exchange Street Claims ltd
Contact Detail:
Exchange Street Claims ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser
✨Tip Number 1
Network with professionals in the financial planning and accountancy sectors. Attend industry events or local meetups to connect with potential colleagues and partners who can introduce you to clients or provide referrals.
✨Tip Number 2
Showcase your expertise by engaging in online forums or social media groups related to financial advising. Sharing insights and advice can help you build a reputation and attract attention from those looking for an Independent Financial Adviser.
✨Tip Number 3
Research the company thoroughly before applying. Understand their values, client approach, and how they integrate financial planning with accountancy services. This knowledge will help you tailor your conversations during interviews.
✨Tip Number 4
Prepare to discuss your vision for building relationships within the firm and how you plan to leverage the existing client bank. Highlighting your proactive approach to client management will demonstrate your fit for the role.
We think you need these skills to ace Independent Financial Adviser
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and expectations of an Independent Financial Adviser. Familiarise yourself with the client bank and the potential for growth within the accountancy business.
Tailor Your CV: Highlight your relevant experience, especially your post-CAS advice experience and any technical skills that align with the job description. Emphasise your ability to build relationships and your self-starter mentality.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for independence in financial planning. Discuss how your mindset and drive make you a suitable candidate for this role, and mention your interest in working closely with the accountancy team.
Follow Up: After submitting your application, consider sending a polite follow-up email to express your continued interest in the position. This can help keep your application top of mind for the hiring team.
How to prepare for a job interview at Exchange Street Claims ltd
✨Showcase Your Independence
Emphasise your desire for independence during the interview. Discuss how you value working in a client-first environment and how this aligns with the company's ethos. Be prepared to share examples of how you've successfully managed client relationships in the past.
✨Demonstrate Technical Expertise
Since the role requires good technical skills, be ready to discuss your qualifications and experience in financial planning. Highlight any progress towards Chartered status and provide specific examples of complex cases you've handled, showcasing your problem-solving abilities.
✨Network and Build Relationships
Given the emphasis on collaboration with the accountancy team, talk about your approach to building professional relationships. Share experiences where you've successfully collaborated with colleagues or other professionals to generate leads or enhance client service.
✨Exhibit a Self-Starter Attitude
The company is looking for a self-starter, so convey your proactive nature. Discuss how you take initiative in your work, whether it's seeking out new clients or developing innovative financial strategies. This will demonstrate that you're a good fit for their light-touch management style.
