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- Tasks: Provide independent financial advice and manage an existing client portfolio.
- Company: Reputable IFA practice with a flexible working culture.
- Benefits: Employed position with competitive salary and work-life balance.
- Why this job: Join a respected firm and make a real difference in clients' financial lives.
- Qualifications: Experience in financial advising and strong communication skills.
- Other info: Opportunity for professional growth in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
An excellent opportunity has arisen within a highly reputable, well-established IFA practice for a Financial Adviser to take over an existing client portfolio. Flexible working culture.
Employed position and client-facing role providing independent advice across the full range of financial planning.
Financial Adviser / IFA: Client Bank Provided in London employer: Financial Planning Firm
Contact Detail:
Financial Planning Firm Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser / IFA: Client Bank Provided in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world 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 reputable IFA practice.
✨Tip Number 2
Prepare for those interviews! Research the company thoroughly and be ready to discuss how your skills align with their needs. Practise common interview questions, especially around client management and financial planning.
✨Tip Number 3
Showcase your expertise! Bring along case studies or examples of how you've successfully managed client portfolios in the past. This will demonstrate your capability and give potential employers confidence in your abilities.
✨Tip Number 4
Don't forget to apply through our website! We’ve got loads of great opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to navigate!
We think you need these skills to ace Financial Adviser / IFA: Client Bank Provided in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Adviser role. Highlight your experience in financial planning and client management, as this will show us you’re the right fit for our existing client portfolio.
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 flexible working culture. We love seeing genuine enthusiasm!
Showcase Your Client Relationships: Since this role involves taking over an existing client bank, be sure to mention any previous experience you have in managing client relationships. We want to see how you can maintain and grow those connections!
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!
How to prepare for a job interview at Financial Planning Firm
✨Know Your Numbers
Brush up on your financial knowledge and be ready to discuss key metrics and trends in the industry. This will show that you’re not just familiar with the basics but also understand the nuances of financial planning.
✨Understand the Client Bank
Familiarise yourself with the existing client portfolio you’ll be taking over. If possible, research the types of clients and their needs. This will help you demonstrate how you can add value right from the start.
✨Showcase Your Communication Skills
As a Financial Adviser, you'll need to communicate complex information clearly. Prepare examples of how you've successfully explained financial concepts to clients in the past, highlighting your ability to build trust and rapport.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s culture, client expectations, and growth opportunities. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
