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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
In order to make an application, simply read through the following job description and make sure to attach relevant documents.
£60,000 + commission
London
Hybrid / Remote working
Are you a Financial Adviser looking to improve their earnings?
Frustrated with the level or volume of clients you current work with?
Looking to grow your clients, workload and case sizes?
If any of the above are true, then get in touch.
A UK based, multi award winning Wealth Management Business are on the lookout for experienced Financial Advisers in various locations. They have plans to increase their adviser numbers by an additional 50 in the next 18 months, therefore there are huge growth plans and it’s a great time to join them
Financials:
£60K+ as a basic salary is the norm, with most advisers in the business are comfortably earning £100,000+ because not only do they pay on new business, but also pay the ongoing towards targets.
Experience:
This individual needs 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 grow your own clients, the firm need to ensure this individual can successful win new business and therefore experience of this is expected.
Support:
There is new business support and guidance for the Advisers, however, this is an opportunity to go and grow your own reputation as well as your clients, so the correct individual has to have the correct drive, as well as the ability to generate new clients / business using the business’ reputation as an in with most.
You will receive Paraplanning and Admin support from their on-site team, to allow focus on speaking to clients.
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 position, suited for someone who can win new business and put themselves out there
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.
