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- Tasks: Manage high-net-worth clients and provide tailored financial advice.
- Company: Join a leading independent financial advisory firm with a stellar reputation.
- Benefits: Enjoy flexible hybrid work, up to 30 days leave, and birthday off.
- Why this job: Seamlessly take over an established client bank and thrive in a supportive team.
- Qualifications: Diploma-qualified or Chartered, with experience in regulated advice.
- Other info: Attractive commission structure and a strong focus on client relationships.
The predicted salary is between 60000 - 84000 £ per year.
I’m thrilled to be partnering with a leading independent financial advisory firm that is seeking an experienced Financial Planner based in Exeter or Somerset. This firm provides a comprehensive range of financial planning services, including wealth management, retirement planning, estate and inheritance planning, tax-efficient strategies, and business financial planning.
Renowned for its outstanding reputation and premium service, the firm specializes in high-net-worth (HNW) clients, with a strong emphasis on building long-term relationships. This is a rare opportunity to take over an established client bank from a retiring adviser, ensuring a seamless transition and a strong foundation for success.
Joining this market-leading IFA offers exceptional earning potential and the chance to work with a highly respected team. They are seeking a driven professional with a proven track record of managing HNW clients and handling complex financial cases.
Requirements:
- Minimum Diploma-qualified / Chartered desired.
- Experience of giving regulated advice and ideally CAS / SPS.
- Be able to demonstrate strong client service skills.
- Need to be passionate, proactive, and be able to self-motivate.
What’s on Offer:
- Attractive commission structure.
- Flexible, hybrid working arrangements.
- Up to 30 days annual leave + office closes over Christmas.
- Birthdays off.
- 6% employer pension contribution.
- DIS (4x salary).
- Discounts scheme.
If this opportunity aligns with your aspirations—or if you know someone who could be a good fit—please reach out in confidence to Samantha.durbridge@idexconsulting.com.
Financial Advisor (Somerset) employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor (Somerset)
✨Tip Number 1
Network with professionals in the financial advisory sector, especially those who work with high-net-worth clients. Attend industry events or local meetups in Somerset or Exeter to build connections that could lead to referrals or insider information about the role.
✨Tip Number 2
Research the firm thoroughly and understand their values, services, and client base. This knowledge will help you tailor your conversations during interviews and demonstrate your genuine interest in becoming part of their team.
✨Tip Number 3
Prepare to discuss your experience with managing high-net-worth clients and complex financial cases. Be ready to share specific examples that highlight your client service skills and how you've successfully built long-term relationships.
✨Tip Number 4
Showcase your passion for financial planning by staying updated on industry trends and regulations. Being knowledgeable about current market conditions and tax-efficient strategies will set you apart as a proactive candidate.
We think you need these skills to ace Financial Advisor (Somerset)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with high-net-worth clients and complex financial cases. Use specific examples to demonstrate your client service skills and any relevant qualifications, such as your Diploma or Chartered status.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your proactive approach. Mention your ability to self-motivate and how you can contribute to the firm's reputation for premium service.
Highlight Relevant Experience: In your application, emphasise your experience in giving regulated advice and any certifications like CAS or SPS. This will show that you meet the requirements and are well-prepared for the role.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or typos. A polished application reflects your attention to detail, which is crucial in the financial advisory field.
How to prepare for a job interview at IDEX Consulting Ltd
✨Showcase Your Expertise
Make sure to highlight your qualifications and experience in financial planning, especially with high-net-worth clients. Be prepared to discuss specific cases where you've successfully managed complex financial situations.
✨Demonstrate Client Service Skills
Since the firm values strong client relationships, be ready to share examples of how you've built and maintained relationships with clients. Discuss your approach to client service and how you ensure their needs are met.
✨Prepare for Technical Questions
Expect questions related to financial regulations and strategies. Brush up on your knowledge of tax-efficient strategies, estate planning, and retirement planning to demonstrate your expertise during the interview.
✨Express Your Passion and Proactivity
The firm is looking for someone who is passionate and self-motivated. Share your enthusiasm for financial planning and provide examples of how you've taken initiative in your previous roles to achieve results.
