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For Companies At a Glance
- Tasks: Manage and grow a book of 250+ clients while providing top-notch financial advice.
- Company: Join a multi-award-winning Wealth Management Firm with a strong UK presence.
- Benefits: Enjoy a competitive salary, bonuses, hybrid working, and dedicated support from Paraplanners.
- Why this job: This role offers a chance to inherit clients and develop your career in a supportive environment.
- Qualifications: Solid experience as a Financial Adviser within an IFA firm is essential.
- Other info: Opportunity for professional growth and skill development in a reputable firm.
The predicted salary is between 34000 - 50000 £ per year.
£40-60K + bonus
Leicestershire
Hybrid working
Are you an experienced financial adviser looking to inherit an already successful book of business? Frustrated with working low level or low volume of clients? Wanting a foundation to develop your own clients from? If any of the above are true, then get in touch.
A multi award winning Wealth Management Firm are on the lookout for an experienced Financial Adviser to join their already established team. With multiple offices across the UK, this is going to be based around the Leicestershire regions, working with local clients to provide a high level of financial support.
This individual needs solid experience of working as a Financial Adviser within an IFA firm, as well as the ability to demonstrate success in this position. As this is an opportunity to inherit clients, the firm need to ensure this individual can manage circa 250 clients as well as develop this book further with referrals and new business.
You will receive Paraplanning and Admin support from their on-site team, including having Paraplanners attending meetings with you.
Reasons to apply to this Financial Adviser position:
- 250+ clients to inherit
- Basic salary of £35-50K a year + 3x bonus validation for bonus
- A focus on managing the existing book ahead of being a new business hunter, and instead expectations on organically growing using referrals and reviews
- Hybrid / Remote working
- Working for one of the largest networks in the UK
If you are interested in joining a firm as an employed Financial Adviser, who can look after you, develop your skills and help progress your career, then this could be the role for you.
Financial Adviser employer: Integro Partners Ltd
Contact Detail:
Integro Partners Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network with current financial advisers in the Leicestershire area. Attend local finance events or seminars to meet potential colleagues and clients, which can help you understand the market better and showcase your expertise.
✨Tip Number 2
Research the multi-award-winning Wealth Management Firm thoroughly. Familiarise yourself with their values, services, and client base so you can tailor your approach during interviews and demonstrate how you align with their goals.
✨Tip Number 3
Prepare to discuss your previous experience managing a large client base. Be ready to share specific examples of how you've successfully grown client relationships and generated referrals, as this will be crucial for the role.
✨Tip Number 4
Showcase your ability to work collaboratively with paraplanners and admin support. Highlight any past experiences where teamwork has led to successful outcomes, as this is a key aspect of the role at StudySmarter.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Adviser, particularly within an IFA firm. Emphasise any successes you've had in managing client portfolios and developing new business.
Craft a Compelling Cover Letter: Write a cover letter that addresses the specific requirements of the job. Mention your ability to manage a large client base and your experience in providing high-level financial support. Show enthusiasm for the opportunity to inherit clients and grow the business.
Highlight Relevant Skills: In your application, focus on skills that are crucial for a Financial Adviser, such as client relationship management, financial planning, and the ability to work collaboratively with Paraplanners and Admin support.
Showcase Your Achievements: Include quantifiable achievements in your application, such as the number of clients managed, growth in client portfolios, or successful referrals. This will demonstrate your capability and success in the role.
How to prepare for a job interview at Integro Partners Ltd
✨Showcase Your Experience
Be prepared to discuss your previous experience as a Financial Adviser in detail. Highlight specific examples of how you've successfully managed client portfolios and developed business relationships, especially if you have experience with a similar number of clients.
✨Demonstrate Client Management Skills
Since you'll be inheriting a significant number of clients, it's crucial to convey your ability to manage and nurture these relationships. Prepare to discuss strategies you've used in the past to maintain client satisfaction and grow your book of business.
✨Understand the Firm's Values
Research the Wealth Management Firm's mission and values. Be ready to explain how your personal values align with theirs and how you can contribute to their success while maintaining a high level of financial support for clients.
✨Prepare Questions
Have thoughtful questions ready to ask during the interview. This shows your genuine interest in the role and the firm. Consider asking about their approach to client management, support for advisers, and opportunities for professional development.
