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For Companies At a Glance
- Tasks: Provide expert financial advice to corporate and private clients in a supportive environment.
- Company: Join a stable, established firm with a strong client base in Honiton.
- Benefits: Enjoy a competitive salary, bonus scheme, and generous holiday allowance.
- Why this job: Step into a rewarding advisory role without the pressure of building your own client base.
- Qualifications: Must have CAS status and at least 12 years of advising experience.
- Other info: Hybrid working options and excellent career progression opportunities await you.
The predicted salary is between 40000 - 60000 £ per year.
Location: Honiton (Hybrid 2 days in-office)
Salary: £40,000 - £60,000
Type: Permanent
We are looking for an experienced, client-focused Independent Financial Adviser (IFA) to join our clients growing team in Honiton. This is a fantastic opportunity to take on a mixed client portfolio (corporate and private) in a well-supported, salaried role with excellent benefits and clear progression potential.
The Role
As a fully-fledged IFA, you'll be joining a stable, established business with a strong corporate client base. You will:
- Deliver personal financial advice to members of corporate schemes
- Manage and develop a small bank of private clients
- Run member surgeries and consultations as part of workplace schemes
- Provide high-quality, independent financial planning with full admin and paraplanning support
This role is ideal for someone with at least 12 years post-CAS experience who is ready to step into a more autonomous advisory position without the pressure of building a client bank from scratch.
What We're Looking For
- CAS status (minimum of 12 years advising experience post-CAS)
- Level 4 Diploma qualified (CII or equivalent)
- Experience with corporate clients is not essential
What's On Offer
- Base Salary dependent on experience
- Bonus Scheme: Performance- and company-profit-based
- Annual Pay & Bonus Review: Every December
- Benefits Package
- Holiday: 25 days, increasing with industry experience (up to 30 days)
- Pension: 6% employer contribution (minimum 4% employee)
- Life Insurance: 3x salary (non-contributory, from day one)
- Private Medical Insurance: Available after 3-month probation
- Income Protection
- Study Support: 26 half-days per Chartered exam + exam costs covered
- CII Membership: Fully funded
- Hybrid Working: Up to 2 days per week from home
If you're an IFA looking to take on a rewarding, salaried advisory role with a mix of private and corporate clients without the pressure of generating your own business we would be pleased to hear from you.
Independent Financial Adviser (IFA) in Honiton employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser (IFA) in Honiton
✨Network Like a Pro
Get out there and connect with other professionals in the financial advisory space. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Showcase Your Expertise
Consider hosting a webinar or writing articles about financial planning topics. This not only demonstrates your knowledge but also positions you as a thought leader in the field. We want to see you shine and attract potential clients or employers!
✨Practice Your Pitch
When you get the chance to meet potential employers or clients, have your elevator pitch ready. Keep it concise and engaging, highlighting your experience and what makes you unique. We believe that a confident delivery can make all the difference!
✨Apply Through Our Website
Don’t forget to check out our website for job openings like the Independent Financial Adviser role. Applying directly through us not only streamlines the process but also shows your commitment to joining our team. Let’s make it happen together!
We think you need these skills to ace Independent Financial Adviser (IFA) in Honiton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the IFA role. Highlight your 12 years post-CAS experience and any relevant qualifications to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share why you're passionate about financial advising and how you can contribute to our team in Honiton. Keep it personal and engaging.
Showcase Your Client Focus: Since we're looking for a client-focused adviser, include examples of how you've successfully managed client relationships in the past. This will help us see your potential fit with our corporate and private clients.
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’re considered for this exciting opportunity!
How to prepare for a job interview at Heat Recruitment
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around corporate schemes and personal financial advice. Be ready to discuss your experience and how it aligns with the role, as they’ll want to see that you can deliver high-quality advice.
✨Showcase Your Client Focus
Since this role is client-focused, prepare examples of how you've successfully managed client relationships in the past. Think about specific situations where you’ve gone above and beyond for clients, as this will demonstrate your commitment to their needs.
✨Prepare Questions
Have a few thoughtful questions ready to ask during the interview. This could be about the company culture, the support you'll receive, or how success is measured in the role. It shows you're genuinely interested and have done your homework.
✨Practice Your Delivery
Since you'll be advising clients, your communication skills are key. Practice explaining complex financial concepts in simple terms. You might even want to do a mock interview with a friend to get comfortable with your delivery and ensure you come across as confident and approachable.
