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- Tasks: Manage and grow a client portfolio while providing expert financial advice.
- Company: Award-winning Wealth Management Business with a strong reputation.
- Benefits: Competitive salary, commission, admin support, and exam support for professional development.
- Why this job: Inherit a substantial client bank and access extensive networking opportunities from day one.
- Qualifications: Experience as a Financial Adviser in an IFA firm with proven success.
- Other info: Hybrid/remote working options and excellent career progression available.
The predicted salary is between 60000 - 80000 £ per year.
Financial Adviser £60,000 – £80,000+ commission Leeds 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 Business are on the lookout for an experienced Financial Adviser to join their Leeds based office, focusing on clients referred via accountancy firms. 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 £15m in AUM), the firm need to ensure this individual can both manage existing, and win new business. They already have existing processes in place, focusing more on the accountancy network they have, 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 – £80,000 basic plus commission 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! Get out there and connect with other Financial Advisers, attend industry events, and join relevant online forums. The more people you know, the better your chances of landing that dream job.
✨Tip Number 2
Showcase your success stories! When you get the chance to chat with potential employers, share specific examples of how you've managed clients and grown your book. Numbers speak volumes, so don’t be shy about flaunting your achievements.
✨Tip Number 3
Leverage social media! Use platforms like LinkedIn to connect with recruiters and firms in the wealth management space. Share insightful content related to financial advising to position yourself as a knowledgeable candidate.
✨Tip Number 4
Apply through our website! We’ve got a streamlined process that makes it easy for you to submit your interest. Plus, we’re always on the lookout for talented Financial Advisers like you, so don’t miss out!
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to highlight your experience as a Financial Adviser. Focus on your achievements, especially in client management and business development, to show us why you're the perfect fit for this role.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you want to join our award-winning firm and how your skills align with our needs. Be genuine and let your personality come through!
Showcase Your Success Stories: We love to see results! Include specific examples of how you've successfully managed clients or grown your client base in previous roles. This will help us understand your potential impact on our team.
Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to receive your details and get the ball rolling on your application!
How to prepare for a job interview at Integro Partners
✨Know Your Numbers
As a Financial Adviser, it's crucial to be well-versed in your financial metrics. Brush up on your past performance figures, client retention rates, and any relevant statistics that showcase your success. This will not only demonstrate your expertise but also show that you're results-driven.
✨Understand the Firm's Network
Familiarise yourself with the firm's existing business development relationships, especially with accountancy firms. Research their approach to networking events and marketing activities. Being able to discuss how you can leverage these connections will set you apart from other candidates.
✨Prepare for Client Management Scenarios
Expect questions about how you would manage existing clients and win new business. Prepare specific examples from your previous roles where you've successfully navigated client relationships or turned potential leads into loyal clients. This will highlight your practical experience and strategic thinking.
✨Show Enthusiasm for Development
The firm offers exam support and opportunities for career progression. Express your eagerness to develop your skills further, whether through obtaining Chartered status or other professional growth avenues. This shows that you're committed to your career and ready to invest in your future.
