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- Tasks: Provide holistic financial advice to clients, including high net worth individuals.
- Company: Join a leading national IFA practice with a strong presence in Glasgow.
- Benefits: Enjoy a competitive salary, commission package, car allowance, and full back office support.
- Why this job: Grow your brand with excellent marketing support in an inclusive company culture.
- Qualifications: Must be a qualified IFA with experience in financial advising.
- Other info: Opportunity for self-generated business development and strategic growth.
The predicted salary is between 36000 - 60000 £ per year.
An excellent opportunity has arisen for an experienced financial adviser to join a highly successful, national IFA practice with a large office in Glasgow. You will be given a full client bank to prospect and be giving holistic financial advice to individuals including a number of high net worth clients.
You will have the ability and initiative to self-generate your own business and strategise new business development opportunities. This is a salaried position and a full commission package will also be given. You will receive full back office support including high quality paraplanning. You will also receive excellent marketing support to grow your own brand.
If you are a qualified IFA looking for a move please get in touch. Excellent remuneration package including car allowance.
Our Diversity, Equity and Inclusion Mission: At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
IFA, Clients given employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA, Clients given
✨Tip Number 1
Network with other financial advisers and professionals in the industry. Attend local finance events or seminars in Glasgow to meet potential clients and build relationships that could lead to referrals.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise and connect with high net worth individuals. Share valuable insights and engage with your audience to establish yourself as a trusted adviser.
✨Tip Number 3
Consider creating informative content, such as blogs or videos, that address common financial concerns. This can help you attract potential clients and demonstrate your knowledge in holistic financial advice.
✨Tip Number 4
Utilise the marketing support offered by the company to enhance your personal brand. Collaborate with their marketing team to develop strategies that will effectively reach your target audience and grow your client base.
We think you need these skills to ace IFA, Clients given
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a financial adviser, particularly any work with high net worth clients. Emphasise your ability to self-generate business and your strategic approach to business development.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your understanding of the role. Mention how your skills align with the company's mission of inclusion and diversity, and express your enthusiasm for joining their team.
Highlight Relevant Qualifications: Clearly list your qualifications and certifications relevant to the financial advisory role. If you have any additional training or specialisations, make sure to include those as well to stand out from other candidates.
Showcase Your Client Management Skills: In your application, provide examples of how you've successfully managed client relationships in the past. Discuss your approach to providing holistic financial advice and how you've helped clients achieve their financial goals.
How to prepare for a job interview at IDEX Consulting
✨Know Your Client Base
Familiarise yourself with the types of clients you will be working with, especially high net worth individuals. Understand their unique financial needs and how your experience can cater to them.
✨Demonstrate Business Development Skills
Be prepared to discuss your strategies for self-generating business. Highlight any past successes in developing new client relationships and how you plan to grow your own brand within the company.
✨Showcase Your Holistic Approach
Emphasise your ability to provide holistic financial advice. Prepare examples of how you've successfully integrated various financial services to meet clients' comprehensive needs.
✨Understand the Support Structure
Research the back office and marketing support offered by the company. Be ready to explain how you would leverage these resources to enhance your performance and client satisfaction.
