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- Tasks: Support growth strategy by providing independent financial planning and investment management services.
- Company: Established wealth management firm with a strong focus on personal, face-to-face advice.
- Benefits: Market-leading compensation, excellent benefits, and a supportive working culture.
- Why this job: Join a dynamic team and make a real impact in clients' financial journeys.
- Qualifications: Experience in financial planning and a passion for client advocacy.
- Other info: Exciting career progression opportunities in a chartered firm managing significant assets.
The predicted salary is between 36000 - 60000 £ per year.
Idex have partnered with a wealth management company with an office in East Kilbride who are looking for an IFA who will support their growth strategy. The firm offers independent financial planning and investment management services to clients throughout the central belt and pride themselves on being true advocates of personal, face-to-face advice, provided by highly qualified, competent and experienced professionals.
The firm is chartered and currently has £m under management with most of these clients being HNW. This is an exciting time to join an established business that has a great working culture and is an advocate for progression in line with business requirements.
This firm is offering a market-leading compensation and benefits package and you will receive a minimum of £20m under management when you start.
IFA in Glasgow employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA in Glasgow
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for an IFA role. You never know who might have the inside scoop on opportunities that aren't advertised.
✨Tip Number 2
Prepare for those interviews! Research the company thoroughly, especially their approach to financial planning and client relationships. This will help you showcase how your skills align with their values during the face-to-face chats.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your interest in the role. It keeps you fresh in their minds and shows your enthusiasm.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that IFA position. Plus, applying directly can sometimes give you a leg up over other candidates. Let’s get you that dream job!
We think you need these skills to ace IFA in Glasgow
Some tips for your application 🫡
Show Your Passion for Financial Planning: When writing your application, let your enthusiasm for independent financial planning shine through. We want to see how you can be a true advocate for clients and how your experience aligns with our face-to-face approach.
Highlight Relevant Experience: Make sure to showcase your previous experience in wealth management and client relations. We’re looking for highly qualified professionals, so don’t hold back on detailing your successes and how they relate to the role.
Tailor Your Application: Don’t just send a generic application! Take the time to tailor your CV and cover letter to reflect the specific requirements of the IFA role. We appreciate candidates who take the extra step to connect their skills with our growth strategy.
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’re considered for this exciting opportunity with a firm that values progression and a great working culture.
How to prepare for a job interview at IDEX Consulting
✨Know Your Stuff
Make sure you brush up on your financial planning and investment management knowledge. Understand the firm's services and how they differentiate themselves in the market. Being able to discuss their approach to HNW clients will show that you're genuinely interested and prepared.
✨Showcase Your Experience
Prepare to share specific examples from your past roles that highlight your skills and successes in financial advising. Use the STAR method (Situation, Task, Action, Result) to structure your answers, making it easy for the interviewers to see your impact.
✨Cultural Fit Matters
Research the company culture and values. Be ready to discuss how your personal values align with theirs, especially regarding face-to-face client interactions. This will demonstrate that you’re not just a good fit professionally, but also personally.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s growth strategy and how you can contribute to it. This shows that you’re proactive and genuinely interested in being part of their journey, rather than just looking for any job.
