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- Tasks: Manage high-net-worth clients and provide tailored financial advice.
- Company: Join a reputable boutique IFA firm with over 20 years of experience.
- Benefits: Enjoy a competitive salary, bonuses, and flexible work options including WFH.
- Why this job: Be part of a supportive team that values collaboration and professional growth.
- Qualifications: Minimum 3 years advising experience; diploma qualified preferred but not essential.
- Other info: Full admin support provided; opportunity to study towards Chartered status.
The predicted salary is between 60000 - 75000 £ per year.
Salary is negotiable £60k - £75k plus bonuses and benefits.
Boutique IFA firm - Offices in Epsom (Surrey).
Working with HNW & UHNW clients.
My client is a wealth planning practice in Epsom (Surrey) who have been operating for 20+ years. They have an excellent reputation providing very solid financial advice to both private and corporate clients who live in London, Kent, Surrey, Sussex & Hampshire. They manage the financial affairs of 120 City professionals, families, retirees, and business owners with £300k - £3.5m of assets invested.
The Managing Director is seeking to recruit a brand new Financial Adviser role who is diploma qualified and ideally studying towards Chartered status, but this is not essential. Your experience and technical knowledge and exposure to HNW will be reflected in a salary and package. You will have a minimum of 3 years of solid advising experience with retirees, families and/or city professionals or business owners.
A broad range of experience and knowledge across a variety of financial products will be crucial (Pensions, Investments, tax planning, Retirement Planning, Protections etc.). Knowledge of Intelligent Office would be highly advantageous. They use a variety of platforms including Transact, Nucleus and AJ Bell.
The Managing Director is seeking to pass on some of his clients to a new adviser so he can focus more on running the business, but there will be an expectation for you to win some new business too. You will have full admin and paraplanning support as well as a dedicated operations manager too.
The role will be office based to begin with but then you can WFH 1 day per week as most client meetings are held in the office. If you are sitting any exams towards Chartered status then the Directors will support you with your studies.
If a supportive environment where all the staff actively help each other and want to gain the most out of their work is appealing to you whilst also having some fun along the way then this role will be perfect for you.
If this role sounds of interest or any other roles I am working on please get in touch.
Independent Financial Adviser - manage clients from the Managing Director - Epsom offices employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser - manage clients from the Managing Director - Epsom offices
✨Tip Number 1
Network with professionals in the financial advisory sector, especially those who have experience with HNW and UHNW clients. Attend industry events or join relevant online forums to connect with potential colleagues or mentors who can provide insights into the role and the firm.
✨Tip Number 2
Familiarise yourself with the financial products mentioned in the job description, such as pensions, investments, and tax planning. Being able to discuss these topics confidently during your interview will demonstrate your knowledge and readiness for the role.
✨Tip Number 3
Research the company’s reputation and client base. Understanding their approach to wealth management and the specific needs of their clients will help you tailor your conversation and show that you are genuinely interested in contributing to their success.
✨Tip Number 4
Prepare to discuss your previous experience with advising clients, particularly retirees and business owners. Highlight any successful strategies you've implemented and be ready to explain how you can bring new business to the firm, aligning with the Managing Director's expectations.
We think you need these skills to ace Independent Financial Adviser - manage clients from the Managing Director - Epsom offices
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. Emphasise your advising experience, particularly with retirees, families, and city professionals, as this is crucial for the role.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the position and the company. Mention your qualifications, such as being diploma qualified or working towards Chartered status, and how your skills align with the firm's needs.
Showcase Relevant Experience: Detail your knowledge of financial products like pensions, investments, and tax planning in your application. Highlight any experience with platforms like Transact, Nucleus, or AJ Bell, as this will set you apart from other candidates.
Demonstrate Team Spirit: Since the role involves working in a supportive environment, mention any past experiences where you contributed to a team or helped colleagues. This will show that you are a good fit for their collaborative culture.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Experience
Be prepared to discuss your previous experience in advising HNW and UHNW clients. Highlight specific cases where you successfully managed their financial affairs, as this will demonstrate your capability to handle the responsibilities of the role.
✨Understand Financial Products
Brush up on your knowledge of various financial products such as pensions, investments, and tax planning. Being able to speak confidently about these topics will show that you are well-equipped to provide solid financial advice.
✨Familiarise Yourself with Their Tools
If you have experience with Intelligent Office or platforms like Transact, Nucleus, and AJ Bell, make sure to mention it. This knowledge can set you apart from other candidates and show that you can hit the ground running.
✨Emphasise Teamwork and Support
Since the firm values a supportive environment, be ready to discuss how you work collaboratively with others. Share examples of how you've contributed to a team and supported colleagues in achieving common goals.
