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For Companies At a Glance
- Tasks: Manage your own financial advisory business with full client ownership and support.
- Company: Join a global financial services leader with over 25 years of experience.
- Benefits: Enjoy autonomy, competitive fees, and comprehensive support without micromanagement.
- Why this job: This role offers flexibility, higher income potential, and a positive work culture.
- Qualifications: Financial qualifications like CISI, EFA, or equivalent are required.
- Other info: Ideal for entrepreneurs wanting to build their own brand and business.
The predicted salary is between 36000 - 60000 £ per year.
Contract London - UK
About the Company
Our client is a large, global Financial Services organization dedicated to supporting Independent Financial Advisers (IFAs), Wealth Managers/Planners, and Private Wealth Management companies that operate on their terms of business. By joining their International organization, you will unlock your full potential to grow, maximize, and protect your client-driven business. If you are an experienced Independent Financial Adviser (IFA), Private Wealth Manager, or Financial Planner seeking a more efficient and profitable structure for your international client book and assets under management (AUM), or if you’re an entrepreneurial Adviser ready to establish your own international IFA business, their set up could be your ideal partner.
About the Role
Join this established international IFA company managing over $1 billion under administration, with a 25-year track record. Take control of your future and inquire to see how they can support your business ambitions.
Responsibilities
- Autonomy and Flexibility: Manage your business with greater work/life balance, retaining 100% ownership of your clients while benefiting from their support.
- Increased Revenues: Their industry-leading fee split allows for significantly higher short, medium, and long-term income.
- Cost Efficiency: They enable competitive pricing for your clients, making your offerings more attractive.
- Business Asset Creation: Build a valuable, saleable business asset with a clear exit strategy.
- Client-Centric Approach: Benefit from open architecture, allowing fund, product, and provider selection.
- Control: Define your own fee structures and explore terms of business across multiple providers.
- Comprehensive Support: They handle regulation, licensing, compliance, administration, and technical support at no additional cost.
- Positive Work Environment: They promote a culture free from micromanagement, toxicity, targets, or unnecessary reporting.
- Daily Payments: Receive your fees, trails, and commissions promptly.
- Brand Identity: Develop and establish your own brand as a valued business asset.
Qualifications
- Financial qualifications equivalent to CISI minimum standards, EFA, QFA, Diploma, or Chartered status.
- A solid business plan, a developing client pipeline, or transferable Assets Under Management (AUM).
Required Skills
- Qualified Professionals: IFAs, Wealth Managers, Financial Planners, Financial Advisors, Private Client Managers, Asset Managers, IFAs.
- Entrepreneurs: Individuals seeking autonomy and independence to establish or expand their own IFA business.
- Existing Firms: IFA firms looking to grow through advantageous terms of business and global licensing.
Equal Opportunity Statement
They are committed to diversity and inclusivity.
Contact Detail:
IRCFS - International Recruiters - Connecting Financial Specialists Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor
✨Tip Number 1
Network with other Independent Financial Advisers and professionals in the financial services industry. Attend industry events, webinars, and local meetups to build relationships and learn about potential opportunities.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise and connect with potential clients or partners. Share valuable content related to financial advising to establish yourself as a thought leader in the field.
✨Tip Number 3
Consider reaching out directly to the company to express your interest and ask insightful questions about their operations. This proactive approach can help you stand out and demonstrate your enthusiasm for the role.
✨Tip Number 4
Research the latest trends and regulations in the financial advisory sector. Being knowledgeable about current market conditions and compliance issues will show that you are well-prepared and serious about your career in this field.
We think you need these skills to ace Independent Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as an Independent Financial Adviser or in similar roles. Focus on your achievements, client management skills, and any relevant qualifications that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your entrepreneurial spirit and how you can benefit from the autonomy and flexibility offered by the company. Mention specific examples of how you've successfully managed client relationships and increased revenues in your previous roles.
Highlight Relevant Qualifications: Clearly list your financial qualifications, such as CISI, EFA, QFA, or Chartered status. Make sure to explain how these qualifications make you a suitable candidate for the role.
Showcase Your Business Plan: If applicable, include a brief overview of your business plan or client pipeline in your application. This demonstrates your proactive approach and readiness to take advantage of the opportunities provided by the company.
How to prepare for a job interview at IRCFS - International Recruiters - Connecting Financial Specialists Limited
✨Showcase Your Experience
Be prepared to discuss your previous roles as an Independent Financial Adviser or in similar positions. Highlight specific achievements, such as client retention rates or successful financial strategies you've implemented.
✨Demonstrate Your Business Acumen
Since the role involves managing your own client book, come equipped with a solid business plan. Discuss how you intend to grow your client base and manage assets under administration effectively.
✨Understand Their Support Structure
Familiarise yourself with the support services they offer, such as compliance and technical assistance. Be ready to explain how these resources will help you enhance your client offerings and improve efficiency.
✨Emphasise Client-Centric Values
This company values a client-centric approach, so be sure to articulate how you prioritise client needs and build long-term relationships. Share examples of how you've successfully tailored solutions for clients in the past.
