At a Glance
- Tasks: Manage and service an existing client portfolio, providing holistic financial advice.
- Company: Established IFA firm with a supportive and collaborative culture.
- Benefits: Competitive salary, bonus structure, flexible working, and comprehensive health cover.
- Other info: Dynamic team environment with strong support and career growth opportunities.
- Why this job: Join a respected firm and build long-term client relationships while enjoying work-life balance.
- Qualifications: Qualified Financial Adviser with experience in client management.
The predicted salary is between 50000 - 60000 € per year.
A long-established and well-respected IFA practice based in Radlett, Hertfordshire is looking to appoint an Employed Financial Adviser to join the business during a period of sustained growth. This role is ideal for an adviser who enjoys servicing and developing an existing client portfolio, rather than chasing leads or operating on a self-employed basis.
The Opportunity
- Established IFA firm trading for 40+ years.
- Approximately £500m AUM within the core business, plus additional assets from self-employed advisers.
- Recent acquisition and two retiring advisers have created a significant overflow of clients.
- Ready-made client bank available from day one.
- Supportive, collaborative environment with strong back-office and paraplanning support.
The Role
As an Employed IFA, you will take responsibility for an inherited portfolio of clients, delivering holistic financial advice across investments, pensions and retirement planning. Your focus will be on:
- Servicing and retaining an existing client base.
- Conducting client meetings (office-based, home visits and Teams/Zoom).
- Providing high-quality, compliant advice and ongoing reviews.
- Working closely with paraplanners and administrators.
- Contributing to organic growth where appropriate.
This is very much a “farmer” role, suited to someone who values long-term client relationships, although there is scope to generate new business if desired.
Salary & Bonus
- Typical base salary: £50,000.
- Higher base (up to £60,000) considered for more experienced advisers.
- Revenue-linked bonus structure, paid on both new and ongoing revenue.
- Bonus thresholds and validation levels agreed after meeting, ensuring they are realistic and achievable.
- Typically a £50k salary would equate to a £175k threshold and you would earn 25% of all additional revenue beyond that.
Working Pattern
- Hybrid role: mix of office-based meetings, home visits and remote client meetings.
- Full flexibility with your own diary.
- Initially more office presence expected to support onboarding and integration, with flexibility longer-term.
Team & Support
- Around 30 staff in total.
- 10 advisers and approximately 20 support staff.
- Strong admin and paraplanning function, with flexibility to increase support for high performers.
- Modern office setup with hot-desking, laptops and docking stations.
Benefits
- 4x salary death in service.
- 1x salary critical illness cover.
- 0.75x salary income protection.
- Company pension.
- Cash plan (dental, optical, physio – Bupa).
- 20 days holiday, increasing by 1 day per year up to 25 days.
- Office typically closes between Christmas and New Year without deducting annual leave.
What They’re Looking For
- Qualified Financial Adviser with experience servicing client portfolios.
- Comfortable inheriting and managing an existing client bank.
- Client-focused, professional and dependable (
Independent Financial Advisor in Radlett employer: Financial Planning Firm
Join a long-established and respected IFA practice in Radlett, Hertfordshire, where you will benefit from a supportive and collaborative work culture that prioritises employee growth and client relationships. With a ready-made client bank, competitive salary, and comprehensive benefits including a generous pension scheme and health cash plan, this role offers a fulfilling opportunity for financial advisers looking to thrive in a nurturing environment. Enjoy the flexibility of hybrid working while being part of a dedicated team that values your contributions and fosters professional development.
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial Advisor in Radlett
✨Tip Number 1
Network like a pro! Attend industry events, join local financial groups, and connect with other professionals on LinkedIn. The more people you know, the better your chances of landing that perfect role.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios specific to financial advising. Role-play with a friend or use online resources to boost your confidence and ensure you shine during those crucial meetings.
✨Tip Number 3
Showcase your expertise! Create a portfolio or case studies of your past successes in managing client portfolios. This will help you stand out and demonstrate your value to potential employers.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got a range of opportunities waiting for you, and applying directly can sometimes give you an edge over other candidates. Let’s get you that dream job!
We think you need these skills to ace Independent Financial Advisor in Radlett
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Independent Financial Adviser role. Highlight your experience with client portfolios and any relevant qualifications to show us you're the right fit.
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 you can contribute to our supportive environment. Keep it personal and engaging!
Showcase Your Client Relationship Skills:Since this role is all about nurturing existing client relationships, be sure to include examples of how you've successfully managed client portfolios in the past. We want to see your 'farmer' side!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Financial Planning Firm
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around investments, pensions, and retirement planning. The interviewers will want to see that you can provide high-quality, compliant advice right off the bat.
✨Showcase Your Client Relationship Skills
Since this role is all about servicing and retaining an existing client base, be prepared to discuss your experience in building long-term relationships. Share specific examples of how you've successfully managed client portfolios in the past.
✨Be Ready for Scenario Questions
Expect questions that put you in hypothetical situations with clients. Think about how you would handle various scenarios, such as a client unhappy with their investment performance or needing urgent financial advice.
✨Demonstrate Team Spirit
This position involves working closely with paraplanners and administrators, so highlight your collaborative skills. Talk about times when you've worked effectively within a team to achieve a common goal, showing that you're a dependable 'steady pair of hands'.
