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For Companies At a Glance
- Tasks: Manage client portfolios and develop new business opportunities.
- Company: Independent financial planning firm focused on personalised advice.
- Benefits: Competitive salary, clear progression to senior management, supportive environment.
- Why this job: Join a growing team and make a real impact in clients' financial journeys.
- Qualifications: Level 4 Diploma required; Chartered status preferred.
- Other info: Exciting opportunity for career growth in a dynamic setting.
The predicted salary is between 50000 - 75000 £ per year.
Location: Gloucester
Salary: £50,000 - £75,000 (dependent on experience)
Type: Permanent
Workplace: On-Site
Minimum Qualification: Level 4 Diploma essential; Chartered status highly desirable
About the Firm:
We are a small, genuinely independent firm of financial planners and wealth managers, committed to delivering personalised advice and building lasting relationships with our clients. Our focus is on understanding our clients' goals and creating tailored financial strategies to help them achieve their aspirations. Due to continued growth and success, we are now seeking an enthusiastic and experienced Financial Advisor to join our team. This role offers a clear pathway to a senior management position for the right candidate.
The Role:
- Manage an existing portfolio of clients, providing ongoing advice and conducting annual reviews.
- Develop new business opportunities through professional connections and client referrals.
- Collaborate with a skilled support team to deliver technically accurate and compliant financial plans.
- Potentially step into a leadership role, guiding the direction of the business with the support of a capable team.
What We're Looking For:
- Level 4 Diploma as a minimum qualification (Chartered status is highly desirable).
- At least 3 years of experience as a Financial Advisor within an independent or restricted practice.
- A proactive and enthusiastic approach, with strong interpersonal and client-facing skills.
- Ambition to grow into a senior management role, contributing to the evolution of the firm.
What's On Offer:
- A competitive salary reflective of your experience.
- A clear progression route to a senior management position.
- The opportunity to work with a well-established client bank in a supportive, independent environment.
If you are an experienced Financial Advisor with a Level 4 Diploma and are eager to take the next step in your career, we would love to hear from you. Please submit your CV.
IFA in Gloucester employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA in Gloucester
✨Network Like a Pro
Get out there and connect with people in the industry! Attend local finance events, join professional groups, and don’t be shy about reaching out on LinkedIn. Building relationships can lead to referrals and opportunities that aren’t advertised.
✨Show Off Your Expertise
When you meet potential employers or clients, make sure to highlight your Level 4 Diploma and any relevant experience. Share success stories from your previous roles to demonstrate how you can add value to their firm.
✨Be Proactive
Don’t wait for job openings to come to you! Reach out directly to firms you admire, like ours at StudySmarter, and express your interest in working with them. A proactive approach shows ambition and enthusiasm, which are key traits we look for.
✨Utilise Our Website
Check out our careers page regularly for new opportunities. Applying through our website not only streamlines the process but also shows your genuine interest in joining our team. We’re always on the lookout for passionate Financial Advisors!
We think you need these skills to ace IFA in Gloucester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the job description. Highlight your Level 4 Diploma and any relevant achievements in financial advising to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for financial advising and how you can contribute to our team. Don’t forget to mention your ambition for a senior management role!
Showcase Your Experience: We want to see your journey! Detail your experience as a Financial Advisor, especially any successes in managing client portfolios or developing new business opportunities. Numbers and examples work wonders!
Apply Through Our Website: To make sure your application gets to us directly, apply through our website. It’s the best way to ensure we see your application and get excited about your potential to join our team!
How to prepare for a job interview at Heat Recruitment
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around the Level 4 Diploma topics. Be ready to discuss your experience with client portfolios and how you've tailored financial strategies in the past.
✨Show Your Passion
This role is all about building relationships, so let your enthusiasm shine through! Share examples of how you've gone above and beyond for clients and how you plan to contribute to the firm's growth.
✨Prepare Questions
Think of insightful questions to ask during the interview. This shows you're genuinely interested in the firm and its future. Ask about their approach to client management or how they envision the role evolving into a senior management position.
✨Demonstrate Leadership Potential
Since there's a clear pathway to senior management, highlight any leadership experiences you've had. Discuss how you can guide a team and contribute to the firm's direction, even if it's just in small ways at first.
