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For Companies At a Glance
- Tasks: Manage and grow relationships with a diverse portfolio of UHNW clients.
- Company: Join a successful IFA practice in Stirling with a supportive back office team.
- Benefits: Generous salary, full bonus package, and exceptional support for compliance and reporting.
- Why this job: Make a real impact by providing exceptional financial advice and building lasting client relationships.
- Qualifications: Several years of experience in financial advising with a focus on client retention.
- Other info: Opportunity for career growth in a dynamic and rewarding environment.
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 Stirling to take over an existing large portfolio. A number of the clients are UHNW and it is an interesting and diverse client bank.
In the role, due to their approach to clients, you would be servicing, retaining and developing relationships through a genuine care for providing exceptional advice and gaining referrals to grow further in due course.
It is a great firm with an amazing back office team who will be on hand to sort all your reports and compliance. We are looking for an Adviser who has a number of years experience with a key focus on client retention and referrals.
This is a salaried position and a full bonus package will also be given on top of the generous basic.
IFA (Stirling) employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA (Stirling)
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the firm thoroughly, especially their approach to client relationships. Be ready to discuss how your experience aligns with their values and how you can contribute to their success.
✨Tip Number 3
Showcase your client retention skills! During conversations, highlight specific examples of how you've successfully maintained and developed client relationships in the past. This will demonstrate your fit for the role.
✨Tip Number 4
Don't forget to apply through our website! It's the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace IFA (Stirling)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Financial Adviser. Highlight your experience with UHNW clients and any specific achievements in client retention and referrals. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your genuine care for providing exceptional advice and how you’ve built strong client relationships in the past. Let us know why you’re excited about this opportunity!
Showcase Your Experience: In your application, be sure to showcase your years of experience in the financial advisory field. We’re looking for someone who can hit the ground running, so don’t hold back on sharing relevant examples that demonstrate your expertise.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it’s super easy!
How to prepare for a job interview at IDEX Consulting
✨Know Your Clients
Before the interview, take some time to research the types of clients the firm works with, especially UHNW individuals. Understanding their unique needs and how you can provide exceptional advice will show your genuine care for client relationships.
✨Showcase Your Experience
Be prepared to discuss your previous experience in client retention and referrals. Have specific examples ready that demonstrate how you've successfully built and maintained client relationships in the past.
✨Highlight Team Collaboration
Since the firm has a strong back office team, emphasise your ability to work collaboratively with support staff. Share instances where teamwork has led to better client outcomes or streamlined processes.
✨Prepare Questions
Think of insightful questions to ask during the interview. This could include inquiries about the firm's approach to client service or how they support their advisers in achieving their goals. It shows your interest and helps you gauge if the firm is the right fit for you.
