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- Tasks: Lead a team of advisors and manage your own client book in retirement planning.
- Company: Dynamic financial advisory firm with a global presence and remote flexibility.
- Benefits: Generous remuneration, scalable bonuses, and exceptional revenue share for self-employed IFAs.
- Other info: Access to top-tier investment solutions and excellent career growth opportunities.
- Why this job: Join a supportive team and make a real impact in clients' financial futures.
- Qualifications: Experience as an Independent Financial Advisor and strong leadership skills.
The predicted salary is between 60000 - 80000 £ per year.
Are you an experienced IFA ready to lead a team of existing advisors as well as manage and build your existing book? Whether you're looking to monetise your book, scale globally, or finally access the kind of support usually reserved for private banks, this is a serious upgrade.
Whether you opt for an employed or self-employed structure, this platform is built to reward high performance:
- Employed roles come with generous fixed remuneration and a clear, scalable bonus model
- Self-employed IFAs benefit from exceptional revenue share on personal production
- Bonus accelerators and leadership incentives for senior advisors
- Immediate participation in an existing team of 6 advisors
- Long-term incentives aligned to team growth and leadership performance
- Full back-office team: client onboarding, admin, compliance, and reporting
- Real-time CRM, dedicated Relationship Managers, and onboarding teams
- Seamless cross-border onboarding capabilities for global HNW/UHNW clients
- In-house paraplanning and investment support for proposal generation
Multi-Asset Investment & Custody Solutions:
- Centralised Investment Proposition (CIP) with multi-asset flexibility
- Direct access to institutional-grade Discretionary Fund Managers (DFMs)
- Structured Products, Actively Managed Certificates (AMCs), Private Markets
- ESG portfolios, thematic investing, and tailored investment strategies
- Custody via Tier 1 global banks under competitive institutional pricing
- In-house investment committee and portfolio specialists available on-demand
Global Presence, Remote Flexibility:
- Fully remote advisory model supported with full infrastructure
- Relocation support and visa sponsorship available in select jurisdictions
- Advisors looking to plug into an existing team and earn from day one while building long-term equity
- Growth-focused IFAs looking for long-term value: equity, leadership, exit options
Financial Adviser - Retirement Planning employer: James & Partners
Contact Detail:
James & Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser - Retirement Planning
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory space and let them know you're on the lookout for new opportunities. You never know who might have a lead or can introduce you to someone in the know.
✨Tip Number 2
Showcase your expertise! Consider hosting a webinar or writing a blog post about retirement planning. This not only positions you as a thought leader but also attracts potential employers who value your insights.
✨Tip Number 3
Don’t just apply, engage! When you find a role that excites you, reach out directly to the hiring manager or team members on LinkedIn. A personal touch can make all the difference and show your genuine interest.
✨Tip Number 4
Utilise our website to apply! We’ve got a streamlined process that makes it easy for you to showcase your skills and experience. Plus, it’s a great way to ensure your application gets the attention it deserves.
We think you need these skills to ace Financial Adviser - Retirement Planning
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Adviser role. Highlight your experience in retirement planning and any leadership roles you've held. We want to see how you can lead a team and manage your book effectively!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share your passion for helping clients with their financial futures and how you can contribute to our team's success.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Whether it's growing your client base or hitting targets, we love to see quantifiable results that demonstrate your high performance.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at James & Partners
✨Know Your Numbers
As a Financial Adviser, you’ll need to demonstrate your understanding of financial metrics and investment strategies. Brush up on key performance indicators relevant to retirement planning and be ready to discuss how you've successfully managed portfolios in the past.
✨Showcase Leadership Skills
Since this role involves leading a team, highlight your leadership experience. Prepare examples of how you've motivated and developed advisors in your previous roles. This will show that you can not only manage your book but also inspire others.
✨Understand the Company’s Offerings
Familiarise yourself with the company’s investment products and services, especially their multi-asset solutions and ESG portfolios. Being able to discuss these in detail will demonstrate your genuine interest and readiness to contribute from day one.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and client management abilities. Think about challenging situations you've faced in your career and how you navigated them, particularly in relation to high-net-worth clients.