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- Tasks: Help clients navigate their financial journeys and develop tailored plans.
- Company: Join a progressive wealth management firm focused on client success.
- Benefits: Enjoy remote work, a competitive salary, and excellent bonuses.
- Why this job: Make a real impact on clients' lives while growing your career in finance.
- Qualifications: Experience as a Financial Adviser with strong client relationship skills required.
- Other info: Access to paraplanning and administrative support to help you succeed.
The predicted salary is between 40000 - 60000 £ per year.
My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed adviser.Following a recent acquisition they have an opportunity for an experienced Financial Adviser to inherit a good quality book of clients to service and develop further. This role offers home based / remote working with access to a local office.In return:£50,000 – £75,000 basic salary + car allowanceExcellent Bonus SchemeParaplanning and Administrative support Key Responsibilities as our Independent Financial Adviser will include: Reviewing and responding to clients changing needs and financial circumstances, keeping Introducers and Clients up to date with new financial products, or changes to legislation that may affect their Clients’ pensions, savings, investments and financial plans. Develop new business from new/existing clients and professional introducers and company leads. Developing and maintaining good client & introducer relationships through meetings and seminars. Conducting in-depth reviews of clients financial circumstances, current provision and future aims and objectives whilst analysing information, conducting research and preparing financial planning reports best suited to the individual client requirements covering all areas of advice. What we are looking for in our ideal Independent Financial Adviser:
Independent Financial Adviser employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser
✨Tip Number 1
Network with professionals in the financial industry to build relationships with potential introducers. Attend local finance-related events or seminars to connect with other advisers and clients, which can help you gain referrals.
✨Tip Number 2
Stay updated on the latest financial products and legislation changes. This knowledge will not only enhance your credibility but also allow you to provide valuable insights to your clients, making you a more attractive candidate for the role.
✨Tip Number 3
Demonstrate your ability to develop and maintain strong client relationships. Prepare examples of how you've successfully managed client portfolios and addressed their changing needs in previous roles.
✨Tip Number 4
Highlight your experience with paraplanning and administrative support. Show how these skills have helped you streamline processes and improve client service, which is crucial for the Independent Financial Adviser position.
We think you need these skills to ace Independent Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial advising, client relationship management, and any specific qualifications that align with the job description. Use keywords from the job listing to catch the employer's attention.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your understanding of the firm's client-focused approach. Mention how your experience can help develop and maintain client relationships effectively.
Highlight Your Achievements: In both your CV and cover letter, include specific examples of how you've successfully managed client portfolios, developed new business, or adapted to changes in financial legislation. Quantify your achievements where possible.
Proofread Your Application: Before submitting, carefully proofread your application materials for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which are crucial in the financial advisory field.
How to prepare for a job interview at IDEX Consulting Ltd
✨Showcase Your Client Relationship Skills
As an Independent Financial Adviser, your ability to build and maintain strong relationships with clients is crucial. Be prepared to share specific examples of how you've successfully developed client relationships in the past, and discuss your approach to understanding and responding to their changing needs.
✨Demonstrate Your Knowledge of Financial Products
Stay updated on the latest financial products and legislation that could impact your clients. During the interview, highlight your expertise in these areas and be ready to discuss how you would keep clients informed about new opportunities or changes that may affect their financial plans.
✨Prepare for In-Depth Financial Analysis Questions
Expect questions that assess your analytical skills and ability to conduct thorough financial reviews. Prepare to walk through your process for analyzing a client's financial situation and how you tailor your advice to meet their specific goals and objectives.
✨Highlight Your Business Development Experience
The role involves developing new business from various sources. Be ready to discuss your strategies for acquiring new clients and how you've successfully generated leads in previous positions. This will demonstrate your proactive approach to growing the business.
