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For Companies At a Glance
- Tasks: Manage and advise high net worth clients with a strong support team.
- Company: Join a successful IFA practice in Dundee with a focus on client service.
- Benefits: Enjoy a competitive salary plus bonuses and full back office support.
- Why this job: Take over an existing large portfolio and make a real impact.
- Qualifications: Qualified IFA with experience in servicing high net worth clients.
- Other info: Explore more opportunities at IDEX Consulting and embrace an inclusive culture.
The predicted salary is between 36000 - 60000 £ per year.
An opportunity has arisen for an experienced financial adviser to join a successful IFA practice in Dundee to take over an existing large portfolio.
Responsibilities
- Service the existing clients who are all HNW, using referrals and introducers.
- Provide ongoing financial advice to the portfolio and maintain high service standards with back office support and paraplanning.
- Work in a salaried role with a full bonus package on top of the basic salary.
Qualifications and requirements
- Qualified IFA with experience in high net worth client servicing.
Benefits
- Salaried position with a full bonus package on top of the generous basic salary.
- Full back office support including high-quality paraplanning.
If you are a qualified IFA looking for an exciting move please get in touch.
IFA with clients given employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA with clients given
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the lookout for new opportunities. Personal referrals can be a game changer, especially when it comes to high net worth clients.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, and think about how your experience aligns with their needs. Practising common interview questions can help you feel more confident and ready to impress.
✨Tip Number 3
Showcase your expertise! Bring along case studies or examples of how you've successfully managed high net worth portfolios in the past. This will demonstrate your capability and give potential employers a taste of what you can bring to the table.
✨Tip Number 4
Don't forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications!
We think you need these skills to ace IFA with clients given
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to highlight your experience with high net worth clients. We want to see how you've successfully managed portfolios and provided top-notch financial advice.
Craft a Compelling Cover Letter: Your cover letter should tell us why you're the perfect fit for this role. Share specific examples of your achievements and how they relate to servicing HNW clients. Let your personality shine through!
Showcase Your Qualifications: Don’t forget to mention your qualifications as an IFA. We’re looking for someone with solid credentials, so make sure these stand out in your application.
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 updates from us!
How to prepare for a job interview at IDEX Consulting
✨Know Your Clients
Before the interview, take some time to research the existing client portfolio you'll be servicing. Understand their needs and preferences, especially since they are high net worth individuals. This will show your potential employer that you’re proactive and ready to hit the ground running.
✨Showcase Your Experience
Be prepared to discuss your previous experience with high net worth clients in detail. Highlight specific examples where you've successfully managed portfolios or provided tailored financial advice. This will demonstrate your capability and reassure them that you can maintain their high service standards.
✨Understand the Role
Make sure you fully grasp what the salaried role entails, including the bonus structure and the support you'll receive from back office and paraplanning teams. Being clear about how these elements work will help you articulate why this position is a great fit for you.
✨Emphasise Cultural Fit
IDEX Consulting values diversity and inclusion, so be ready to discuss how you align with these principles. Share experiences that reflect your commitment to creating an inclusive environment, as this will resonate well with the company’s mission and values.
