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- Tasks: Manage a portfolio of clients, focusing on their financial needs and generating new business.
- Company: Established Chartered IFA offering a fully remote role with a supportive team.
- Benefits: Competitive salary, guaranteed bonuses, and potential earnings of £90k - £100k in year 1.
- Why this job: Make a real difference in clients' lives while enjoying flexibility and great earning potential.
- Qualifications: Experience in financial advising and strong client relationship skills.
- Other info: Remote work with occasional client meetings in Kent/Sussex or South London.
The predicted salary is between 55000 - 60000 £ per year.
Manage £30m AUM book of clients - 100 clients.
Clients spread across North Kent, South London and North Sussex.
£55k - £60k basic salary plus guaranteed bonus c.£10k for servicing clients.
10% bonuses on all fees you generate (initial and ongoing) - NO VALIDATION.
Realistic earnings of £90k - £100k in year 1.
My client is an established Chartered IFA who are seeking to recruit an employed adviser on a fully remote basis, but you will be expected to meet clients who are spread across North Kent, North Sussex and South London.
You will be given a client bank of 100 retirees and families who need servicing on their pensions, investments, retirement planning, IHT and estate planning needs.
Full admin and paraplanning will be provided from a pooled team and you will be tasked to focus on looking after the clients and generating new business opportunities from the existing client bank.
An average client has £750k of invested assets, a few with significantly more.
Although this is a fully remote role, you will need to be resident across Kent/Sussex or South London as some clients will wish to meet face to face.
Independent Financial Advisor in Bromley employer: Financial Planning Firm
Contact Detail:
Financial Planning Firm Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor in Bromley
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can introduce you to someone at a firm you're interested in.
✨Tip Number 2
Prepare for virtual interviews by setting up a professional backdrop and testing your tech beforehand. Make sure you’re familiar with the company’s values and how your experience aligns with their needs, especially in managing client relationships.
✨Tip Number 3
Showcase your expertise during interviews by discussing specific cases where you've successfully managed client portfolios or navigated complex financial situations. This will demonstrate your value as an Independent Financial Advisor.
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you email reiterating your interest and highlighting a key point from your conversation can keep you top of mind for the hiring team.
We think you need these skills to ace Independent Financial Advisor in Bromley
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Independent Financial Advisor role. Highlight your experience with managing client portfolios, especially if you've worked with retirees or families before. We want to see how you can bring value to our clients!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial advising and how your skills align with our needs. Don’t forget to mention your familiarity with the North Kent, South London, and North Sussex areas.
Showcase Your Client Management Skills: Since you'll be managing a book of clients, it's crucial to demonstrate your client management skills. Share examples of how you've successfully serviced clients in the past and generated new business opportunities. We love seeing real-life success stories!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at Financial Planning Firm
✨Know Your Numbers
As an Independent Financial Advisor, you’ll need to demonstrate a solid understanding of financial metrics. Brush up on key figures related to asset management, client portfolios, and investment strategies. Being able to discuss these confidently will show that you’re ready to manage the £30m AUM book.
✨Understand Your Clients
Familiarise yourself with the typical profiles of clients in North Kent, South London, and North Sussex. Knowing their common financial needs, such as retirement planning and estate management, will help you tailor your approach during the interview and show that you can connect with the existing client bank.
✨Highlight Your Relationship Skills
Since this role involves servicing a diverse group of clients, emphasise your ability to build and maintain relationships. Prepare examples of how you’ve successfully managed client relationships in the past, especially in a remote setting, to showcase your interpersonal skills.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities. Think about potential challenges you might face with clients and how you would address them. This will demonstrate your proactive thinking and readiness to handle real-life situations in the role.
