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- Tasks: Join a team as an Independent Financial Adviser, managing existing clients and growing new ones.
- Company: A reputable advisory firm with a strong presence in the north, known for tailored services.
- Benefits: Enjoy a competitive salary, bonus package, flexible working, and professional development opportunities.
- Why this job: Be part of a prestigious brand with significant growth potential and a supportive culture.
- Qualifications: Diploma level 4 qualified, with experience in financial services and a passion for client relationships.
- Other info: Opportunity to network and collaborate with a well-established accountancy practice.
The predicted salary is between 28800 - 48000 £ per year.
My client is currently looking for an experienced or Trainee Financial Adviser to join their team in Penrith.
Our client is a highly-reputable advisory and professional services business with long standing presence in the North. With a history of delivering a truly tailored and scalable service to its clients, this is a great opportunity to join this firm.
As an experienced Adviser you will take over a high quality book of existing clients across the region, but with a focus on growing new client advice through internally networking with a supportive and well-established accountancy practice in the region to cross-link business owners and entrepreneurs to holistic and independent financial advice. As a Trainee Financial Adviser you will be fully supported and shadow an experienced Adviser until ready to take on a portfolio of clients.
You will be supported with an established and growing business development, marketing and operations function, leaving you to leverage your expertise in a client-facing capacity, advising clients across the region.
What will equip you for success in this role:
- A willingness to cross-network with internal and external connections, with an ability to start conversations, unearth problems and provide simple solutions
- A history of delivering quality, fee based advice or experience of working as a Paraplanner looking to take the next step
- Diploma level 4 qualified as a minimum but with an interest of being supported to achieving Chartered status
- Able and willing to travel regionally to accommodate client facing appointments
Why you should apply:
- This is an opportunity to join a well-established wealth management practice with a supportive professional services practice that has significant lead opportunity
- Growth focused brand with masses of internal and external client opportunities, through brand promotion, marketing and decades of presence across the region
- Competitive starting salary, bonus structure and package
- Flexible working, with structured career and professional development initiatives
This is an exciting opportunity to join a fast-growing, advice-led and fully independent practice, with true prestige in the market.
For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
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.
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Independent Financial Adviser employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser
✨Tip Number 1
Network actively within the financial services community in your region. Attend local events, seminars, and workshops to meet potential clients and other professionals who can refer you to business owners and entrepreneurs.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise and connect with local businesses. Share valuable insights related to financial advice, which can help you establish credibility and attract new clients.
✨Tip Number 3
Consider collaborating with the established accountancy practice mentioned in the job description. Building strong relationships with their team can lead to referrals and a steady stream of new clients seeking holistic financial advice.
✨Tip Number 4
Stay updated on industry trends and regulations that affect your clients. This knowledge will not only enhance your advisory skills but also demonstrate your commitment to providing high-quality, tailored financial solutions.
We think you need these skills to ace Independent Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as an Independent Financial Adviser, focusing on your history of delivering quality, fee-based advice across Pensions, Investments, and Protection. Include specific examples of how you've retained and grown portfolios.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your willingness to cross-network and provide simple solutions to client problems, as well as your commitment to achieving Chartered status.
Showcase Your Qualifications: Clearly state your qualifications, including your Diploma level 4 status. If you have any additional certifications or relevant training, be sure to include those as well to demonstrate your commitment to professional development.
Highlight Client-Facing Experience: Emphasise your experience in client-facing roles, particularly your ability to start conversations and unearth client needs. This is crucial for the position, so provide examples of successful client interactions and outcomes.
How to prepare for a job interview at IDEX Consulting
✨Know Your Client Base
Familiarise yourself with the existing client book you'll be taking over. Understand their needs and how you can provide tailored advice. This will show your potential employer that you're ready to hit the ground running.
✨Demonstrate Networking Skills
Be prepared to discuss your experience in networking, especially within financial services. Highlight any successful collaborations you've had with other professionals, as this role requires strong internal and external networking abilities.
✨Showcase Your Qualifications
Make sure to mention your Diploma level 4 qualification and any steps you're taking towards achieving Chartered status. This demonstrates your commitment to professional development and aligns with the company's values.
✨Prepare for Client-Facing Scenarios
Think of examples where you've successfully advised clients on Pensions, Investments, and Protection. Be ready to discuss how you approach complex case work and provide simple solutions to problems, as this is key to the role.
