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- Tasks: Manage and grow a diverse portfolio of high-net-worth clients with exceptional financial advice.
- Company: Join a successful IFA practice in Stirling with a supportive back office team.
- Benefits: Enjoy a competitive salary, bonus package, and a 9-day fortnight for work-life balance.
- Why this job: Make a real impact by building lasting client relationships and growing your career.
- Qualifications: Several years of experience in financial advising with a focus on client retention.
- Other info: Great opportunity for professional growth in a dynamic and rewarding environment.
The predicted salary is between 36000 - 60000 £ per year.
An opportunity has arisen for an experienced financial adviser to join a successful IFA practice in Stirling to take over an existing large portfolio. A number of the clients are UHNW and it is an interesting and diverse client bank.
In the role, due to their approach to clients, you would be servicing, retaining and developing relationships through a genuine care for providing exceptional advice and gaining referrals to grow further in due course. It is a great firm with an amazing back office team who will be on hand to sort all your reports and compliance.
They work a 9 day fortnight so every second Friday you will have off (on full pay)! We are looking for an adviser who has a number of years experience who has a key focus in client retention and referrals.
This is a salaried position and a full bonus package will also be given on top of the generous basic. If this sounds of interest please get in touch.
Financial Advisor in Stirling employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor in Stirling
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world and let them know you're on the lookout for new opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the firm thoroughly, especially their approach to client relationships. Be ready to discuss how your experience aligns with their values and how you can contribute to their success.
✨Tip Number 3
Showcase your client retention skills! During interviews, share specific examples of how you've successfully maintained and developed client relationships in the past. This will demonstrate your fit for the role.
✨Tip Number 4
Don't forget to apply through our website! It's the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Financial Advisor in Stirling
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects your experience in financial advising, especially with UHNW clients. Highlight your skills in client retention and referrals, as these are key for us at StudySmarter.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for providing exceptional advice and how you genuinely care for client relationships. We want to see your personality come through!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements in previous roles. Use numbers and examples to demonstrate how you've successfully retained clients and grown portfolios.
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 from our team!
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Numbers
As a financial advisor, it's crucial to be well-versed in financial metrics and market trends. Brush up on your knowledge of investment strategies, portfolio management, and client retention techniques. This will not only show your expertise but also demonstrate your commitment to providing exceptional advice.
✨Showcase Your Client Relationship Skills
Since the role focuses heavily on servicing and developing client relationships, prepare examples that highlight your ability to build rapport and trust with clients. Think of specific instances where you successfully retained clients or gained referrals through your genuine care and exceptional service.
✨Understand the Firm's Culture
Research the IFA practice and understand their approach to client service and team dynamics. Be ready to discuss how your values align with theirs and how you can contribute to their success. Mentioning their unique 9-day fortnight schedule could also show that you appreciate their work-life balance.
✨Prepare Questions for Them
Interviews are a two-way street, so come prepared with insightful questions about the firm’s client base, support systems, and growth opportunities. This not only shows your interest in the position but also helps you gauge if the firm is the right fit for you.
