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- Tasks: Lead a respected financial advice firm while advising clients and managing operations.
- Company: Join a trusted firm in Herefordshire with a premium client base and strong local reputation.
- Benefits: Enjoy a competitive salary, performance bonuses, equity stake, and flexible working options.
- Why this job: Shape the future of a reputable firm and build long-term wealth through equity growth.
- Qualifications: Chartered or close to Chartered status with proven financial advisory experience required.
- Other info: Opportunity to acquire up to 20% equity in a growing business.
The predicted salary is between 60000 - 84000 £ per year.
Home-Based | Award-Winning National Firm
Base pay range
£70,000 basic DOE + Bonus
Direct message the job poster from IDEX Consulting Ltd
An exciting opportunity has arisen for a Financial Advisor to join an award-winning national firm in a home-based capacity. This role offers the perfect blend of flexibility, career growth, and excellent earning potential. The company works with employers across the UK to help employees make informed financial decisions, particularly regarding pensions and retirement planning.
You will be supported by the wider business, and will be provided with high quality and pre-qualified leads from some of the UK\’s largest corporate firms!
- Uncapped Commission & Competitive Bonus Structure
- Supportive and well-established firm with a strong reputation
- 25 days + bank holidays + Option to apply for 3 additional days
- Discretionary bonus scheme
- Private medical insurance
- DIS
The ideal candidate for this role will have a minimum of 3 years’ experience as a financial adviser, will hold CAS status and will be experienced within pensions advice as this will make up around 60% of your cases.
This is a fantastic opportunity to join a respected firm that truly values its advisors, offering long-term career growth and an exceptional rewards package.
Seniority level
Mid-Senior level
Employment type
Full-time
Location
Bristol, England, United Kingdom
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Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with professionals in the financial advisory sector, especially those who have experience in leadership roles. Attend industry events or local meetups in Herefordshire to connect with potential mentors or colleagues who can provide insights into the firm and its culture.
✨Tip Number 2
Research the firm’s history and its client base thoroughly. Understanding their values and the type of clients they serve will help you tailor your approach during interviews and demonstrate your genuine interest in leading their operations.
✨Tip Number 3
Prepare to discuss your vision for the firm’s growth and how you plan to enhance client relationships. Think about innovative strategies you could implement to attract new clients and retain existing ones, as this will show your commercial mindset.
✨Tip Number 4
If you have an existing client book, be ready to discuss how you would transition these clients into the new role. Highlighting your ability to bring value and continuity will strengthen your candidacy for this leadership position.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Adviser, particularly any leadership roles or responsibilities. Emphasise your Chartered status and any relevant qualifications that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also expresses your passion for building long-term client relationships and your vision for leading the firm. Mention how your experience aligns with the company's goals.
Showcase Your Client Book: If you have an existing client book, detail this in your application. Highlight how your current relationships could benefit the firm and contribute to its growth, while being mindful of any contractual restrictions.
Highlight Leadership Experience: In your application, focus on any previous leadership roles you've held. Discuss your strategic decision-making skills and how you've successfully managed operations in past positions, as this is crucial for the Managing Director role.
How to prepare for a job interview at IDEX Consulting Ltd
✨Showcase Your Leadership Skills
As this role involves taking over the day-to-day running of the firm, it's crucial to demonstrate your leadership capabilities. Prepare examples of how you've successfully led teams or projects in the past, and be ready to discuss your vision for the firm's future.
✨Highlight Your Client Relationship Experience
Building long-term relationships is key in this position. Be prepared to share specific instances where you've nurtured client relationships and how those have contributed to business growth. This will show your potential employer that you understand the importance of client-centric service.
✨Discuss Your Business Development Strategies
The role requires a commercially minded individual who can generate new business. Think about your past successes in acquiring clients or generating referrals, and be ready to discuss your strategies for expanding the client base in this new role.
✨Prepare for Questions on Compliance and Operations
Since you'll be responsible for operational functions, it's important to demonstrate your understanding of compliance and operational management. Brush up on relevant regulations and be ready to discuss how you would ensure the firm operates smoothly while adhering to all necessary guidelines.
