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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 dedicated to empowering independent advisers.
- Benefits: Enjoy flexible work-life balance, competitive fees, and daily payments.
- Why this job: Unlock your potential in a supportive, non-toxic environment focused on your success.
- Qualifications: Financial qualifications like CISI, EFA, or equivalent are required.
- Other info: Diversity and inclusivity are core values of the company.
The predicted salary is between 36000 - 60000 £ per year.
Independent Financial Adviser 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 industry professionals. Attend financial services events, webinars, or local meetups to build connections that could lead to referrals or insights about the role.
✨Tip Number 2
Research the company thoroughly. Understand their values, mission, and the specific support they offer to IFAs. This knowledge will help you articulate how your goals align with theirs during any discussions.
✨Tip Number 3
Prepare to discuss your business plan and client pipeline in detail. Be ready to showcase how you can leverage their support to grow your business and what unique value you bring to the table.
✨Tip Number 4
Demonstrate your entrepreneurial spirit. Share examples of how you've successfully managed client relationships or adapted to changes in the market, highlighting your ability to thrive in an independent setting.
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 related roles. Emphasise your qualifications, client management skills, and any entrepreneurial ventures that showcase your ability to operate independently.
Craft a Compelling Cover Letter: Write a cover letter that reflects your understanding of the company's values and how your background aligns with their mission. Discuss your vision for managing clients and how you plan to leverage their support to grow your business.
Showcase Your Business Acumen: In your application, include details about your business plan and client pipeline. Highlight any transferable Assets Under Management (AUM) and how you intend to create a valuable business asset.
Highlight Relevant Qualifications: Clearly list your financial qualifications, ensuring they meet or exceed the CISI minimum standards or equivalent. This will demonstrate your professionalism and readiness for the role.
How to prepare for a job interview at IRCFS - International Recruiters - Connecting Financial Specialists Limited
✨Showcase Your Experience
Make sure to highlight your previous experience as an Independent Financial Adviser or in a similar role. Discuss specific achievements and how they relate to the responsibilities of the position you're applying for.
✨Demonstrate Client-Centric Thinking
Since the role emphasises a client-centric approach, prepare examples of how you've successfully managed client relationships and tailored solutions to meet their needs. This will show that you understand the importance of putting clients first.
✨Prepare Your Business Plan
Be ready to discuss your business plan and how you intend to grow your client base. This is crucial for demonstrating your entrepreneurial spirit and understanding of the financial landscape.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's support structure, fee splits, and opportunities for brand development. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.
