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- Tasks: Drive business development and build relationships with high-value clients.
- Company: Dynamic financial planning firm in Birmingham with a supportive team.
- Benefits: Competitive earnings, hybrid working model, and long-term equity opportunities.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Level 4 Diploma and a strong business mindset required.
- Other info: Ambitious environment with excellent growth potential.
The predicted salary is between 43200 - 72000 £ per year.
A financial planning firm in Birmingham seeks an ambitious Independent Financial Adviser to drive business development and holistic financial planning for high-value clients. This role emphasizes relationship-building and new client acquisition, supported by a strong team.
Candidates must hold a Level 4 Diploma and have a strong business mindset. The firm offers competitive earnings aligned with performance and a pathway to long-term equity. A hybrid working model is available.
Independent Financial Adviser - Build HNW Relationships in Birmingham employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser - Build HNW Relationships in Birmingham
✨Tip Number 1
Network like a pro! Attend industry events, join financial planning groups, and connect with potential clients on LinkedIn. Building relationships is key in this game, so get out there and make your presence known!
✨Tip Number 2
Showcase your expertise! Consider hosting webinars or writing articles about financial planning topics that resonate with high-net-worth individuals. This not only positions you as a thought leader but also attracts potential clients to you.
✨Tip Number 3
Leverage our website for job applications! We’ve got a streamlined process that makes it easy for you to apply directly. Plus, it shows you’re serious about joining our team and ready to hit the ground running.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in leaving a lasting impression. It shows your enthusiasm for the role and keeps you top of mind for the hiring team.
We think you need these skills to ace Independent Financial Adviser - Build HNW Relationships in Birmingham
Some tips for your application 🫡
Show Off Your Experience: When you're writing your application, make sure to highlight your experience in financial planning and client relationship management. We want to see how you've built strong connections with high-net-worth clients in the past.
Tailor Your Application: Don’t just send a generic application! Tailor your CV and cover letter to reflect the specific skills and experiences that match the job description. We love seeing candidates who take the time to align their background with what we’re looking for.
Be Clear and Concise: Keep your writing clear and to the point. We appreciate well-structured applications that are easy to read. Avoid jargon unless it’s relevant, and make sure your passion for financial advising shines through!
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 details about the role or our firm.
How to prepare for a job interview at IDEX Consulting
✨Know Your Stuff
Make sure you’re well-versed in financial planning and the specifics of high-net-worth (HNW) client needs. Brush up on your Level 4 Diploma knowledge and be ready to discuss how you can apply it in real-world scenarios.
✨Showcase Your Relationship Skills
Since this role is all about building relationships, prepare examples of how you've successfully developed client connections in the past. Think about specific strategies you used to engage clients and how you maintained those relationships over time.
✨Demonstrate Your Business Mindset
Be ready to talk about your approach to business development. Share your ideas on acquiring new clients and driving growth. Highlight any previous successes in these areas to show you have the right mindset for this role.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s culture, team dynamics, and their approach to HNW clients. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
