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- Tasks: Provide expert financial advice and manage a client base while generating new enquiries.
- Company: Join a thriving independent financial planning firm with a strong UK presence.
- Benefits: Enjoy remote work flexibility with monthly travel to beautiful Nairn in the Highlands.
- Why this job: Be part of a growing firm, make a real impact, and develop your financial planning career.
- Qualifications: Must hold a Level 4 diploma and have experience in financial advice.
- Other info: Opportunity to replace a retiring adviser and inherit an established client bank.
The predicted salary is between 36000 - 60000 £ per year.
We are excited to present an excellent opportunity for a Financial Planner to join a thriving independent financial planning firm as a Financial Adviser. In this role, you will provide exceptional financial planning, advice, and service to clients. This role is remote; however, you will be expected to go to Nairn in the Highlands around once a month. With a well-established presence across the UK, the firm has experienced significant growth through strategic acquisitions. This role is to replace a retiring adviser.
The ideal candidate will:
- Hold CAS Level 4 diploma qualified
- Experience using Microsoft Word and Excel and databases
- Desire to be a successful Financial Planner
Your role will include but will not be limited to:
- Look after a client base that will be given to you.
- Generate new client enquiries and generate advice income from these.
- Convert the client leads.
- Undertake sales and marketing activity in line with local/regional/national plans.
- Work to achieve or exceed annual new business revenue target.
- Provide expert independent advice to designated clients.
- Maintenance of 'fit and proper’ status through continuous professional development, suitable development opportunities and maintenance of SPS.
- Evidence and maintain knowledge of company policies, processes and guidance.
- Ensure that client advice and reports are compliant with company processes and regulatory requirements.
- Ensure technical knowledge and general industry knowledge is always maintained.
- Delivery of a positive client service experience to ensure appropriate client outcomes, client journey and client communication.
- Develop and maintain good working relationships with external professional connections (ensuring appropriate agreements in place) to develop additional business opportunities.
- Use objectives to focus on key business areas.
The successful candidate will need to be Level 4 Diploma qualified and have a good track history of giving financial advice as this is a well-established client bank.
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land REMOTE IFA (TRAVEL TO NAIRN ONCE A MONTH) (Central London / West End)
✨Tip Number 1
Network with other financial professionals in your area, especially those who have experience in independent financial planning. Attend local events or webinars to build connections that could lead to referrals or insights about the role.
✨Tip Number 2
Familiarise yourself with the specific needs and preferences of clients in the Highlands. Understanding regional differences can help you tailor your approach and demonstrate your commitment to serving this client base effectively.
✨Tip Number 3
Stay updated on the latest financial regulations and trends, particularly those affecting independent financial advisers. This knowledge will not only enhance your credibility but also prepare you for any questions during interviews.
✨Tip Number 4
Prepare to discuss your previous successes in generating new client enquiries and converting leads. Have specific examples ready that showcase your ability to meet or exceed business revenue targets, as this will be crucial in demonstrating your fit for the role.
We think you need these skills to ace REMOTE IFA (TRAVEL TO NAIRN ONCE A MONTH) (Central London / West End)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 diploma and relevant experience in financial planning. Emphasise any previous roles where you provided financial advice and managed client relationships.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Mention your desire to be a successful Financial Planner and how your skills align with the company's goals, particularly in generating new client enquiries.
Showcase Technical Skills: Since the role requires proficiency in Microsoft Word, Excel, and databases, include specific examples of how you've used these tools in your previous roles. This will demonstrate your capability to handle the technical aspects of the job.
Highlight Continuous Professional Development: Mention any ongoing training or professional development activities you are involved in. This shows your commitment to maintaining 'fit and proper' status and staying updated with industry knowledge, which is crucial for this position.
How to prepare for a job interview at IDEX Consulting Ltd
✨Showcase Your Qualifications
Make sure to highlight your Level 4 diploma and any relevant qualifications during the interview. Discuss how your education has prepared you for the role of a Financial Adviser and how it aligns with the firm's expectations.
✨Demonstrate Client Relationship Skills
Prepare examples of how you've successfully managed client relationships in the past. This role involves looking after an established client base, so showcasing your ability to maintain and grow these relationships will be crucial.
✨Familiarise Yourself with Company Policies
Research the firm’s policies and processes before the interview. Being knowledgeable about their compliance requirements and how you can contribute to maintaining 'fit and proper' status will show your commitment to the role.
✨Prepare for Sales and Marketing Discussions
Since generating new client enquiries is part of the job, think about your previous experiences in sales and marketing. Be ready to discuss strategies you've used to attract clients and how you plan to achieve or exceed the annual revenue target.
