At a Glance
- Tasks: Support and develop relationships with an established client bank while pursuing new business opportunities.
- Company: Highly regarded financial planning business in the Cambridge region.
- Benefits: 10% discretionary bonus, 10% pension contribution, 26 days holiday, and home-based working.
- Other info: Opportunity for additional clients and excellent career growth.
- Why this job: Join a relationship-led role with an existing client base and make a real impact.
- Qualifications: Must have Level 4 Diploma; Chartered status is a plus.
The predicted salary is between 60000 - 80000 € per year.
I’m supporting a highly regarded financial planning business with the appointment of an experienced Independent Financial Adviser (IFA) to support continued growth in the Cambridge region. This is a fantastic opportunity for an adviser looking for a relationship-led role, with an established client bank already in place (circa £250k ongoing trail income / approximately 100 clients). This is a relationship-led opportunity focused on servicing and developing an established client base, whilst also supporting some new business activity.
What’s on offer:
- Existing client bank provided from day one
- 10% discretionary annual bonus
- 10% employer pension contribution
- 26 days holiday + bank holidays + closed during Christmas period
- Home-based working
- Additional clients likely to be allocated over time
What we’re looking for:
- Experienced Independent Financial Adviser / Financial Planner
- Chartered desirable but not essential
- Must hold Level 4 Diploma qualification
- Relationship-led approach with strong client management skills
If you’d like to discuss confidentially, please contact Joanna Lawton.
Independent Financial Advisor (IFA) in Cambridge employer: Guild Search
Join a highly regarded financial planning business in Cambridge, where you will benefit from an established client bank and a supportive work culture that prioritises relationship-building. With generous benefits including a 10% discretionary annual bonus, a substantial pension contribution, and the flexibility of home-based working, this role offers not only immediate rewards but also opportunities for professional growth and development within a thriving community.
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial Advisor (IFA) in Cambridge
✨Tip Number 1
Network like a pro! Reach out to your existing contacts and let them know you're on the lookout for new opportunities. You never know who might have a lead or be able to introduce you to someone in the industry.
✨Tip Number 2
Showcase your expertise! Consider hosting a webinar or writing articles about financial planning. This not only positions you as a knowledgeable adviser but also helps you connect with potential clients and employers.
✨Tip Number 3
Don’t underestimate the power of social media! Use platforms like LinkedIn to engage with industry groups, share insights, and connect with other professionals. It’s a great way to get noticed and find job leads.
✨Tip Number 4
Apply through our website! We’ve got a range of opportunities that could be perfect for you. Plus, it shows you’re serious about joining our team and makes it easier for us to keep track of your application.
We think you need these skills to ace Independent Financial Advisor (IFA) in Cambridge
Some tips for your application 🫡
Show Your Personality:When writing your application, let your personality shine through! We want to see who you are beyond your qualifications. A bit of warmth and authenticity can go a long way in a relationship-led role like this.
Tailor Your Application:Make sure to tailor your application specifically for the Independent Financial Adviser position. Highlight your experience with client management and any relevant qualifications. We love seeing how your background aligns with what we’re looking for!
Be Clear and Concise:Keep your application clear and to the point. We appreciate well-structured responses that get straight to the heart of your experience and skills. Avoid fluff – we want to know exactly why you’re the right fit for us!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it makes the process smoother for everyone involved.
How to prepare for a job interview at Guild Search
✨Know Your Client Bank
Before the interview, take some time to familiarise yourself with the existing client bank you'll be working with. Understand the demographics and needs of these clients, as this will help you demonstrate your relationship-led approach during the interview.
✨Showcase Your Relationship Skills
Prepare examples that highlight your client management skills. Think about times when you've successfully built or maintained client relationships, and be ready to discuss how you can apply those experiences to the role.
✨Understand the Business Model
Research the financial planning business you're interviewing with. Knowing their values, services, and growth strategies will allow you to align your answers with their goals, showing that you're genuinely interested in contributing to their success.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities and client interaction style. Practice articulating how you would handle various situations, especially those related to servicing and developing an established client base.
