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For Companies At a Glance
- Tasks: Manage existing clients and win new business in a supportive environment.
- Company: Award-winning Wealth Management Firm with a strong reputation.
- Benefits: Competitive salary, commission structure, exam support, and admin assistance.
- Why this job: Inherit a client bank and boost your earnings while developing your skills.
- Qualifications: Experience as a Financial Adviser and progress towards Chartered status.
- Other info: Join a dynamic team with excellent career progression opportunities.
Financial Adviser
All potential applicants are encouraged to scroll through and read the complete job description before applying.
£60,000 – £100,000 + commission
London
Hybrid / Remote working
Are you an experienced Financial Adviser looking to improve their earnings?
Frustrated with the level or volume of clients you current work with?
Wanting to work for a reputable firm with existing business development relationships?
If any of the above are true, then get in touch
A UK based, multi award winning Wealth Management Firm are on the lookout for an experienced Financial Adviser to join their already established team of 45 in the London office.
The preference is for this person to either already be Chartered or have completed additional exams towards this.
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 (circa £10m in AUM + additional added later), the firm need to ensure this individual can both manage existing and win new business.
They already have existing processes in place they use to arrange networking events, produce marketing activity and grow the network and clients for their advisers, which is something you would have access to from day 1.
You will receive Paraplanning and Admin support from their on-site team.
Reasons to apply:
Client bank to inherit
Admin / Paraplanning support
£60,000 – £100,000 basic plus commission – OTE is £150K+
Exam support up to Chartered
If you are interested in joining a firm that can look after you, develop your skills, improve your earnings and help progress your career, then this could be the role for you
Financial Adviser employer: Integro Partners
Contact Detail:
Integro Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network like a pro! Attend industry events and connect with other financial advisers. The more people you know, the better your chances of landing that dream job.
✨Tip Number 2
Show off your skills! Prepare a portfolio showcasing your past successes and client relationships. This will help you stand out when meeting potential employers.
✨Tip Number 3
Leverage social media! Use platforms like LinkedIn to engage with industry leaders and share your insights. It’s a great way to get noticed and find opportunities.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you succeed, and applying directly can give you an edge over the competition.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Read the Job Description Thoroughly: Before you start your application, make sure to read through the entire job description. It’ll give you a clear idea of what we’re looking for and help you tailor your application to stand out.
Showcase Your Experience: When writing your application, highlight your experience as a Financial Adviser. We want to see how your background aligns with our needs, especially your success in managing clients and winning new business.
Be Authentic: Let your personality shine through in your application. We’re not just looking for qualifications; we want to know who you are and how you can fit into our team. Don’t be afraid to share your passion for financial advising!
Apply Through Our Website: Make sure to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Integro Partners
✨Know Your Numbers
As a Financial Adviser, you’ll need to demonstrate your understanding of financial metrics and client management. Brush up on key figures related to your past performance, such as AUM growth and client retention rates. Being able to discuss these confidently will show that you’re not just experienced but also results-driven.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed existing clients and attracted new ones. Think about specific strategies you’ve used in the past, especially in networking or marketing activities. This will help illustrate your ability to inherit and grow the client bank effectively.
✨Familiarise Yourself with the Firm's Processes
Research the firm’s existing processes for business development and client engagement. If they have specific tools or methods they use, mention how you can leverage these to enhance your performance. This shows that you’re proactive and ready to hit the ground running.
✨Prepare Questions That Matter
Think of insightful questions to ask during the interview. Inquire about their support for exam progression towards Chartered status or how they facilitate networking events. This not only shows your interest in the role but also helps you gauge if the firm aligns with your career goals.
