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For Companies At a Glance
- Tasks: Provide expert financial advice and develop client relationships in a supportive environment.
- Company: 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 Epsom employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA in Epsom
✨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 a workshop or write a blog post to demonstrate your skills and attract attention.
✨Tip Number 3
Be proactive in your job search! Instead of just waiting for opportunities to come to you, reach out to companies directly. Apply through our website and let them know why you’d be a great fit for their team.
✨Tip Number 4
Stay updated on industry trends! Being knowledgeable about the latest developments in finance will not only help you in interviews but also show potential employers that you’re committed to your professional growth.
We think you need these skills to ace IFA in Epsom
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to highlight your experience as a Chartered Financial Advisor. We want to see how your skills in new business development and client generation align with what we're looking for.
Craft a Compelling Cover Letter: Your cover letter should tell us why you're the perfect fit for this role. Share your long-term success stories and how you’ve built professional connections that could benefit our high net worth clients.
Showcase Your Ethical Approach: We value an ethical and consultative approach, so make sure to emphasise your commitment to these principles in your application. Let us know how you plan to make a real difference in our organisation.
Apply Through Our Website: For the best chance of success, apply directly through our website. It’s the easiest way for us to review your application and get back to you quickly!
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 experienced but also proactive.
✨Showcase Your Ethical Approach
Since the company values an ethical and consultative approach, prepare examples of how you've prioritised clients' best interests in your past roles. This could be through case studies or specific instances where your advice made a significant difference.
✨Demonstrate Growth Mindset
With ambitious growth plans in mind, highlight your willingness to develop and adapt. Share any experiences where you've taken on new challenges or expanded your skill set, showing that you're keen to grow alongside the company.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's future plans and how you can contribute to their success. This not only shows your interest but also helps you gauge if the company aligns with your career aspirations.
