At a Glance
- 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.
- Other info: Remote work with occasional client meetings in Kent/Sussex or South London.
- 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.
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
As a leading Chartered Independent Financial Advisor, we pride ourselves on offering a fully remote role that allows you to manage a substantial client portfolio while enjoying the flexibility of working from home. Our supportive work culture fosters professional growth, with full administrative and paraplanning support provided, enabling you to focus on delivering exceptional service to your clients across North Kent, South London, and North Sussex. With competitive earnings potential and a commitment to employee development, we are dedicated to creating a rewarding and meaningful career for our advisors.
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial Advisor in Bromley
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Financial Planning Firm. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Independent Financial Advisor in Bromley
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Financial Planning Firm.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Financial Planning Firm's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Financial Planning Firm
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Financial Planning Firm.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Financial Planning Firm will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Financial Planning Firm employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
