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- Tasks: Manage a client bank and drive new business opportunities in financial advising.
- Company: Join a rapidly growing financial services firm in Southeast London.
- Benefits: Enjoy a competitive salary, bonuses, healthcare, and career development opportunities.
- Why this job: Be part of a supportive team using cutting-edge technology to enhance client interactions.
- Qualifications: Proven experience as a Financial Adviser with expertise in wealth management and business development.
- Other info: Hybrid working model available, perfect for balancing work and life.
The predicted salary is between 60000 - 80000 £ per year.
An exciting opportunity has arisen for an experienced and dynamic Independent Financial Advisor (IFA) to join a rapidly growing financial services firm in Southeast London. In this role, you will take over a client bank from a newly acquired office, manage existing clients, and proactively drive new business opportunities from the existing clients. You will be responsible for managing a substantial portfolio valued at circa £50m with access to a range of tools and resources to help you expand your client base and assets under management, including full Paraplanning support and on-the-job mentoring.
Your key responsibilities will include:
- Managing the client bank acquired from the newly acquired office.
- Providing ongoing financial advice on protection, pensions, and investments.
- Proactively generating new business by building client relationships through networking, referrals, and professional connections.
The role requires expertise in wealth management, focusing on clients with investable assets ranging from £200,000 to £1 million. Retaining and growing client relationships will be a crucial aspect of your role, as you identify new opportunities to offer services and increase assets under management. You will work collaboratively with a team of advisors and support staff to ensure high-quality service delivery while utilising advanced technology, such as CashCalc and Curo, to enhance client interactions and optimise financial planning.
The ideal candidate will have a proven track record as a Financial Adviser, with experience in managing a client bank and driving new business. A proactive approach to business development and a strong desire to increase assets under management is key to success in this role. Experience in protection, pensions, investments, and wealth management is essential, along with comfort in using financial planning software such as CashCalc and Curo.
In return, you will receive a competitive salary ranging from £60,000 to £80,000, depending on experience and performance, along with a bonus structure based on new business generation and assets acquired. A comprehensive employee benefits package, including pension and healthcare, is also offered, along with access to cutting-edge technology and a supportive team environment. Additionally, there is ample opportunity for career development within a firm focused on long-term growth and advisor success.
If you are an ambitious, proactive Financial Adviser with a passion for client service and business development, this is the perfect opportunity for you.
Financial Advisor (Investments / Pensions) (Permanent) employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor (Investments / Pensions) (Permanent)
✨Tip Number 1
Network actively within the financial services community. Attend industry events, seminars, and workshops to meet potential clients and other professionals who can refer you. Building relationships is key in this role, so make sure to leverage your existing connections.
✨Tip Number 2
Familiarise yourself with the latest financial planning software like CashCalc and Curo. Being proficient in these tools will not only enhance your efficiency but also demonstrate your commitment to providing top-notch service to clients.
✨Tip Number 3
Showcase your expertise in wealth management by staying updated on market trends and investment strategies. This knowledge will help you build trust with clients and position yourself as a valuable advisor who can guide them through their financial decisions.
✨Tip Number 4
Prepare to discuss your approach to client retention and business development during interviews. Highlight specific examples of how you've successfully managed client relationships and generated new business in the past to demonstrate your proactive mindset.
We think you need these skills to ace Financial Advisor (Investments / Pensions) (Permanent)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Advisor, particularly in managing client banks and driving new business. Use specific examples that demonstrate your success in wealth management and client retention.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your proactive approach to business development. Mention your familiarity with tools like CashCalc and Curo, and how you plan to leverage them in this role.
Highlight Relevant Experience: In your application, emphasise your track record in managing substantial portfolios and your expertise in protection, pensions, and investments. This will show the employer that you have the necessary skills for the role.
Showcase Your Networking Skills: Discuss your ability to build client relationships through networking and referrals. Provide examples of how you've successfully generated new business in the past, as this is a key aspect of the role.
How to prepare for a job interview at Financial Divisions
✨Know Your Numbers
As a Financial Advisor, you'll need to demonstrate your understanding of financial metrics. Be prepared to discuss your experience managing client portfolios and the results you've achieved. Highlight specific figures, such as assets under management and growth percentages.
✨Showcase Your Client Relationship Skills
This role emphasises building and maintaining client relationships. Prepare examples of how you've successfully developed client connections in the past, focusing on your proactive approach to business development and client retention strategies.
✨Familiarise Yourself with Relevant Software
Since the job mentions using tools like CashCalc and Curo, make sure you understand these platforms. If you have experience with them, be ready to discuss how you've used technology to enhance client interactions and streamline financial planning.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities in real-world scenarios. Think about challenges you've faced in managing client portfolios or generating new business, and prepare to explain how you overcame them while ensuring client satisfaction.
