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- Tasks: Inherit and manage a client book while developing new business opportunities.
- Company: Reputable financial practice with a focus on technology and client service.
- Benefits: Competitive salary up to £75,000 plus OTE over £100k and excellent benefits.
- Other info: Full support provided to maximise your efficiency and growth.
- Why this job: Join a top-tier firm and make a real impact in clients' financial lives.
- Qualifications: Strong financial advice background and ideally Level 6 qualified.
The predicted salary is between 75000 - 75000 £ per year.
Are you an experienced Financial Advisor based in the Brighton and Hove area who would be interested in inheriting a long-standing client book from a retiring advisor? This opportunity involves inheriting an established book of clients covering the West Sussex area, with potential to develop additional clients via professional connections, referrals and other new business avenues. You will be provided with full paraplanning and administration support to focus on delivering financial advice, while working for a highly regarded, experienced practice that has invested in technology and AI automation to improve efficiencies.
You must have a strong financial advice background, ideally be Level 6 qualified (or on the pathway to achieving) and be highly client focused. This is a top-tier opportunity for an ambitious and skilled financial advisor who can benefit from a profitable client portfolio and also grow the business.
Responsibilities- Inherit an established client book and manage a continuous stream of clients while developing new business opportunities.
- Provide financial advice with a strong client focus and collaborate with paraplanning and administration support to maximise efficiency.
- Strong financial advice background
- Level 6 qualification or on the pathway to achieving
- Highly client focused
Salary – Up to £75,000 basic plus OTE in excess of £100k in year 1 plus excellent company benefits
LocationBrighton and Hove, West Sussex area
Seniority levelMid-Senior level
Employment typeFull-time
Job functionFinance
Independent Financial Advisor in England employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor in England
✨Network Like a Pro
Get out there and connect with other financial professionals in your area. Attend local events, join relevant groups, and don’t be shy about reaching out on LinkedIn. Building relationships can lead to referrals and new business opportunities!
✨Showcase Your Expertise
Consider hosting a workshop or webinar to share your knowledge on financial planning. This not only positions you as an expert but also allows potential clients to see your value firsthand. Plus, it’s a great way to meet new people!
✨Leverage Technology
Use tech tools to streamline your processes and enhance client interactions. With the right software, you can manage your client book more efficiently and focus on what really matters – providing top-notch financial advice.
✨Apply Through Our Website
Don’t forget to check out our website for job openings! Applying directly through us not only shows your interest but also gives you a better chance of landing that dream role. We’re here to help you succeed!
We think you need these skills to ace Independent Financial Advisor in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects your strong financial advice background and highlights any Level 6 qualifications or relevant experience. We want to see how you can bring value to our team, so don’t hold back on showcasing your skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role and how you plan to manage and grow the client book. We love seeing enthusiasm and a clear vision for your future with us.
Showcase Client Focus: Since being client-focused is key for us, make sure to include examples of how you've successfully built relationships and provided exceptional service in your previous roles. We want to know how you put clients first!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity. Plus, it’s super easy!
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Client Book
Before the interview, take some time to familiarise yourself with the existing client book you'll be inheriting. Understand the demographics and needs of these clients, as well as any potential areas for growth. This will show your prospective employer that you're proactive and ready to hit the ground running.
✨Showcase Your Financial Expertise
Be prepared to discuss your financial advice background in detail. Highlight specific cases where you've successfully managed client portfolios or developed new business opportunities. This is your chance to demonstrate your Level 6 qualifications and how they’ve equipped you to provide top-notch advice.
✨Emphasise Client Focus
Since this role is highly client-focused, come armed with examples of how you've prioritised client relationships in the past. Discuss your approach to understanding client needs and how you’ve tailored your services to meet those needs. This will resonate well with the interviewers.
✨Prepare Questions About Support Systems
Inquire about the paraplanning and administration support you'll receive. Ask how technology and AI automation are integrated into their processes. This shows that you’re not only interested in the role but also in how you can leverage these tools to enhance your efficiency and client service.