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- Tasks: Manage your own client relationships with full support and flexibility.
- Company: Join a modern, independent IFA firm that values innovation and independence.
- Benefits: Enjoy remote work, competitive salary, bonuses, private healthcare, and equity from day one.
- Why this job: Experience true ownership and be rewarded for the value you bring to clients.
- Qualifications: Seeking accomplished financial advisers ready to break free from corporate constraints.
- Other info: Confidential discussions available for those under restrictive covenants.
The predicted salary is between 43200 - 66000 £ per year.
Overview 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.Qualifications Strong financial advice backgroundLevel 6 qualification or on the pathway to achievingHighly client focusedCompensation and Benefits Salary – Up to £75,000 basic plus OTE in excess of £100k in year 1 plus excellent company benefitsLocation Brighton and Hove, West Sussex areaSeniority level Mid-Senior levelEmployment type Full-timeJob function FinanceReferrals may increase your chances of interviewing at IDEX Consulting Ltd. We\’re unlocking community knowledge in a new way. AI-assisted insights are provided where relevant.
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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
✨Tip Number 1
Network with other financial advisors who have made the transition to independent roles. They can provide valuable insights and may even refer you to opportunities within their networks.
✨Tip Number 2
Research the firm thoroughly before applying. Understand their values, culture, and the support they offer. This will help you tailor your approach and demonstrate your genuine interest during any discussions.
✨Tip Number 3
Prepare to discuss your client management style and how you build relationships. The firm is looking for entrepreneurial advisers, so showcasing your ability to manage clients independently will be crucial.
✨Tip Number 4
Be ready to talk about your vision for your practice. The firm values flexibility and ownership, so presenting a clear plan for how you would operate as an independent advisor can set you apart from other candidates.
We think you need these skills to ace Independent Financial Advisor
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and expectations of an Independent Financial Advisor. Tailor your application to highlight how your experience aligns with the company's vision of flexibility and ownership.
Craft a Compelling CV: Your CV should reflect your entrepreneurial spirit and past achievements as an IFA. Emphasise your ability to manage client relationships independently and any relevant successes that demonstrate your value.
Write a Strong Cover Letter: In your cover letter, express your desire for a more flexible working environment and how this opportunity aligns with your career goals. Mention specific aspects of the firm that attract you, such as their support structure and equity offerings.
Highlight Relevant Skills: Make sure to showcase skills that are crucial for an Independent Financial Advisor, such as client relationship management, financial planning expertise, and the ability to work autonomously. Use examples from your previous roles to illustrate these skills.
How to prepare for a job interview at IDEX Consulting Ltd
✨Showcase Your Entrepreneurial Spirit
As an Independent Financial Advisor, it's crucial to demonstrate your entrepreneurial mindset. Share examples of how you've successfully managed client relationships and adapted to changing market conditions. This will show that you can thrive in a flexible environment.
✨Highlight Your Client-Centric Approach
Emphasise your commitment to putting clients first. Discuss specific strategies you've used to build trust and long-term relationships with clients. This aligns perfectly with the firm's values of flexibility and ownership.
✨Prepare for Questions on Autonomy
Expect questions about how you would manage your own client base without corporate oversight. Be ready to discuss your decision-making process and how you plan to maintain high standards of service while enjoying the freedom of independence.
✨Understand the Firm's Unique Offerings
Familiarise yourself with the firm's support structures, such as paraplanning and admin assistance. Being knowledgeable about these resources will allow you to articulate how they can enhance your ability to serve clients effectively.
