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For Companies At a Glance
- Tasks: Provide expert financial advice and develop client relationships in a supportive environment.
- Company: A highly regarded IFA with ambitious growth plans and a high-performing team.
- Benefits: High earning potential, flexible working, and full support for paraplanning and compliance.
- Why this job: Join a dynamic team and make a real difference while growing your career.
- Qualifications: Chartered Financial Advisor or close to it, with proven business development skills.
- Other info: Inherit clients and enjoy excellent bonus opportunities in a collaborative setting.
The predicted salary is between 43200 - 72000 £ per year.
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, Chartered Financial Advisor (or close to) 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.
IFA in Chichester employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA in Chichester
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisors, accountants, and solicitors. Building those relationships can lead to referrals and new clients, which is key for your success.
✨Tip Number 2
Show off your expertise! When you meet potential clients or connections, don’t be shy about sharing your knowledge. Host workshops or webinars to demonstrate your skills and attract high net worth clients.
✨Tip Number 3
Stay updated on industry trends! Make sure you’re always in the loop about the latest financial news and regulations. This will not only help you advise your clients better but also position you as a thought leader in your field.
✨Tip Number 4
Apply through our website! We’ve got a fantastic opportunity waiting for you, and applying directly can give you an edge. Plus, it shows you’re serious about joining our high-performing team!
We think you need these skills to ace IFA in Chichester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to highlight your experience as a Chartered Financial Advisor. Focus on your achievements in new business development and client generation, as these are key for us.
Craft a Compelling Cover Letter: Your cover letter should tell your story! Share your journey in the financial advisory world and how you’ve built your professional connections. We love hearing about your passion for making a difference.
Showcase Your Ethical Approach: We value ethics highly, so be sure to mention your consultative approach and how you prioritise client needs. This will resonate well with our values and the type of advisor we’re looking for.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity with our high-performing team.
How to prepare for a job interview at IDEX Consulting
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around high net worth clients. Be ready to discuss your previous successes in client generation and how you've built your professional network. This will show that you're not just a good advisor, but a great fit for their ambitious growth plans.
✨Showcase Your Connections
Prepare to talk about your existing connections with accountants, solicitors, and mortgage brokers. Highlight specific examples of how these relationships have led to new business opportunities. This will demonstrate your ability to develop a professional network, which is crucial for the role.
✨Emphasise Your Ethical Approach
Since the company values an ethical and consultative approach, be ready to share examples of how you've prioritised client needs in your past roles. Discuss how you’ve made a real difference in your clients' lives, as this aligns perfectly with what they’re looking for.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's growth plans and how you can contribute to them. This shows your genuine interest in the position and helps you assess if the company is the right fit for you. Plus, it gives you a chance to demonstrate your long-term vision for your career.
