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: Level 4 Diploma required; 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) 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 just a job but a pathway for meaningful professional growth and client engagement.
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial Advisor (IFA)
✨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 an expert 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, applying directly shows your enthusiasm and commitment to joining our team.
We think you need these skills to ace Independent Financial Advisor (IFA)
Some tips for your application 🫡
Show Off Your Experience:Make sure to highlight your experience as an Independent Financial Adviser. We want to see how you've built and managed client relationships in the past, so don’t hold back on those success stories!
Tailor Your Application:Take a moment to customise your application for this role. Mention how your skills align with the relationship-led approach we value at StudySmarter, and how you can contribute to our growth in the Cambridge region.
Be Clear and Concise:Keep your application clear and to the point. We appreciate straightforward communication, so make sure your qualifications and experiences shine without unnecessary fluff.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep everything organised and ensures your application gets the attention it deserves!
How to prepare for a job interview at Guild Search
✨Know Your Client Bank
Familiarise yourself with the existing client bank you'll be working with. Understand their needs and how you can enhance their financial journey. This shows that you're not just interested in the role, but also in building lasting relationships.
✨Showcase Your Relationship Skills
Prepare examples of how you've successfully managed client relationships in the past. Highlight your ability to listen, empathise, and provide tailored advice. This is crucial for a relationship-led role like this one.
✨Understand the Business Model
Research the financial planning business you're interviewing with. Know their values, services, and what sets them apart in the Cambridge region. This will help you align your answers with their goals and demonstrate your genuine interest.
✨Prepare for New Business Discussions
While the role focuses on servicing an established client base, be ready to discuss how you would approach new business activities. Think about strategies you could implement to attract new clients and grow the business further.
