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- Tasks: Manage a portfolio of high-net-worth clients and provide exceptional service.
- Company: Join a respected London-based IFA practice backed by a regional powerhouse.
- Benefits: Enjoy a competitive salary, executive benefits, and full paraplanning support.
- Other info: Opportunity for career growth and professional development in a supportive environment.
- Why this job: This role offers the chance to work with diverse clients and grow your expertise in finance.
- Qualifications: Diploma Level 4 required; working towards Chartered preferred.
The predicted salary is between 72000 - 84000 £ per year.
Job Description
A highly respected, successful IFA practice in London have been acquired by a leading regional firm. As such, they are looking for an adviser to join them to take over an existing portfolio of HNW clients. There is c.
£60m AUM to manage with most clients across all ages/life phases. Clients are broadly in the c.£300k plus space. All paraplanning and administration will be provided, allowing you to focus on provided exceptional client service.\\n\\nPackage\\n\\n * You will receive excellent salary and earnings (over six figures), executive benefits and technical/paraplanning support.\\n\\nThe company\\n\\n * London based owner managed business, with the backing of a regional powerhouse.
Independent and Private client focused\\n\\nThe Role\\n\\n * Portfolio reviews with existing clients.\\n\\n * Working with the business owner to transition clients across.\\n\\n * Identifying other needs for clients, as well as any referrals possible\\n\\n * Maintaining up to date and compliant client files in conjunction with the technical team.\\n\\n * Keeping up to date CPD\\n\\n * Actively seeking out new client opportunities as required\\n\\nThe candidate\\n\\n * Diploma Level 4 as a minimum, ideally working towards Chartered\\n\\n * Ability to manage and maximise portfolios, in line with TCF and FCA requirements\\n\\n * Knowledge of general planning and also ideally VCT, EIS and IHT matter.\\n\\n * Use of Cash Flow modelling, ideally Voyant, would be beneficial but not essential\\n\\nNext steps\\n\\n * Apply with a CV to below email for confidential discussion and review of opportunity and process
IFA employer: Ferguson Dean
Contact Detail:
Ferguson Dean Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA
✨Tip Number 1
Network with professionals in the financial advisory sector, especially those who are already working with high-net-worth clients. Attend industry events or webinars to make connections and learn more about the specific needs of this client demographic.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial advising, particularly those affecting high-net-worth individuals. This knowledge will not only boost your confidence but also demonstrate your commitment to staying informed in your field.
✨Tip Number 3
Consider reaching out to current or former employees of the firm to gain insights into their culture and expectations. This can help you tailor your approach and show that you understand what they value in a candidate.
✨Tip Number 4
Prepare to discuss your experience with managing portfolios and client relationships in detail. Be ready to provide examples of how you've successfully identified client needs and maximised their investments, as this will be crucial for the role.
We think you need these skills to ace IFA
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in managing high-net-worth (HNW) clients and showcases your qualifications, such as your Diploma Level 4 and any progress towards Chartered status.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the role of an IFA. Mention your experience with portfolio management, client service, and any knowledge of VCT, EIS, and IHT matters to demonstrate your suitability for the position.
Highlight Client Management Skills: In your application, emphasise your ability to maintain compliant client files and your experience in conducting portfolio reviews. This will show that you can effectively manage existing clients while seeking new opportunities.
Show Commitment to Professional Development: Mention your commitment to continuous professional development (CPD) and any relevant training or certifications you are pursuing. This reflects your dedication to staying updated in the financial advisory field.
How to prepare for a job interview at Ferguson Dean
✨Know Your Portfolio
Familiarise yourself with the existing portfolio of HNW clients you'll be managing. Understand their needs and preferences, as well as any specific challenges they may face. This will help you demonstrate your readiness to take over and provide exceptional service.
✨Showcase Your Qualifications
Be prepared to discuss your qualifications, especially your Diploma Level 4 and any progress towards Chartered status. Highlight your knowledge of TCF and FCA requirements, as well as your experience with VCT, EIS, and IHT matters to show you're a strong fit for the role.
✨Demonstrate Client-Centric Thinking
During the interview, emphasise your commitment to client service. Share examples of how you've successfully identified client needs in the past and how you plan to maintain compliant client files while working closely with the technical team.
✨Prepare Questions
Have a list of insightful questions ready to ask about the company culture, support provided, and expectations for new client opportunities. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.