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For Companies At a Glance
- Tasks: Provide expert financial advice and support high net worth clients.
- Company: Highly regarded Independent Financial Advisor with a strong team culture.
- Benefits: High earning potential, bonuses, flexible working, and full support.
- Why this job: Join a growing team and make a real impact in clients' financial lives.
- Qualifications: Proven experience in financial advising and client development.
- Other info: Exciting career growth opportunities and a supportive work environment.
The predicted salary is between 51000 - 65000 £ per year.
Overview
£60,000 – £75,000 plus bonus and benefits
A highly regarded IFA are looking to add strong experience to their existing high performing team of advisors. This is a superb opportunity for the following reasons:
- High earning potential
- Hybrid / office / remote working
- Full paraplanning, administration and compliance support
- A broad range of advice dealing with a core high net worth client portfolio
- Ambitious growth plans that will present various career development opportunities
- Clients to inherit
What we are looking for:
- An experienced Financial Advisor that can demonstrate long term success in the role
- Someone who can demonstrate skills in new business development and client generation
- Proven history of developing a professional connection network with referrals from accountants, solicitors, mortgage brokers etc
- Ethical, consultative and looking for a long term position where you can make a real difference to this organisation.
This is a superb Financial Advisor opportunity with back office support, top level salary, superb bonus and overall earning potential plus flexible working.
Seniority level
- Mid-Senior level
Employment type
- Full-time
Job function
- Finance
Referrals increase your chances of interviewing at IDEX Consulting Ltd by 2x
Locations referenced: Chelmsford, Colchester, Essex, Harlow, Saffron Walden, Brentwood, Basildon, Rochford, Thorpe-Le-Soken, Witham, Colchester, Chelmsford, Clusters of postings in these areas.
Senior Business Partner – Operations Finance
Locations: Saffron Walden, Colchester, Witham
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Independent Financial Advisor 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
✨Network Like a Pro
Get out there and connect with people in the finance world! Attend industry events, join local meetups, and don’t be shy about reaching out to your existing contacts. Remember, referrals from accountants and solicitors can be gold dust for your client base.
✨Show Off Your Success
When you’re chatting with potential employers, make sure to highlight your past achievements. Share specific examples of how you’ve developed new business and generated clients. This will show them you’re not just talk – you’ve got the results to back it up!
✨Be Ethical and Consultative
In this role, being ethical is key. Make sure to demonstrate your consultative approach during interviews. Show that you genuinely care about helping clients and making a difference – that’s what will set you apart from the competition.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Independent Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to highlight your experience as a Financial Advisor. Focus on your achievements in client generation and business development, as these are key for us.
Craft a Compelling Cover Letter: Your cover letter should tell your story! Share your journey in the finance world and how you’ve built your professional network. We love seeing passion and commitment.
Showcase Your Ethical Approach: Since we value ethical practices, make sure to mention how you’ve maintained integrity in your previous roles. This will resonate well with our values and mission.
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 don’t miss out on any important updates!
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Numbers
As an Independent Financial Advisor, you’ll need to showcase your financial acumen. Brush up on key metrics and figures relevant to your past successes. Be ready to discuss how you've achieved targets and generated new business, as this will demonstrate your capability to contribute to their ambitious growth plans.
✨Network Like a Pro
Highlight your existing professional connections during the interview. Discuss how you’ve built relationships with accountants, solicitors, and mortgage brokers. This shows that you’re not just a lone wolf but someone who understands the importance of a referral network in client generation.
✨Showcase Your Ethical Approach
This role values ethical and consultative practices. Prepare examples of how you’ve prioritised clients' best interests in your previous roles. This will resonate well with the company’s ethos and demonstrate that you’re looking for a long-term position where you can truly make a difference.
✨Be Ready for Scenario Questions
Expect questions that put you in hypothetical situations related to client management and problem-solving. Prepare by thinking through various scenarios you might face as an advisor. This will help you articulate your thought process and decision-making skills effectively.