Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide expert financial advice and support clients in achieving their financial goals.
- Company: Leading advisory platform in the UK with a focus on innovation.
- Benefits: Access to qualified leads, flexible employment options, and a fully built platform.
- Why this job: Join a high-impact team and make a real difference in clients' financial journeys.
- Qualifications: Experience in wealth management and a portable client book.
- Other info: Enjoy remote work with strong infrastructure and growth opportunities.
The predicted salary is between 36000 - 60000 £ per year.
A leading advisory platform in the United Kingdom is seeking experienced Independent Financial Advisors (IFAs) to join their innovative team. The role offers significant benefits, including a fully built platform, access to qualified leads, and options for both employed and self-employed advisors.
Ideal candidates will have a portable client book and experience in wealth management, aiming for growth and better outcomes for their clients. The position allows for remote work supported by comprehensive infrastructure.
Senior Financial Advisor: Global, Remote, High-Impact Growth employer: James & Partners
Contact Detail:
James & Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Advisor: Global, Remote, High-Impact Growth
✨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 at a company you're eyeing.
✨Tip Number 2
Showcase your expertise! Use platforms like LinkedIn to share insights, articles, or even case studies related to wealth management. This not only positions you as a thought leader but also attracts potential employers who are looking for someone with your skills.
✨Tip Number 3
Prepare for virtual interviews! Since this role is remote, make sure you're comfortable with video calls. Test your tech beforehand, dress professionally, and have a quiet space ready to go. First impressions count, even through a screen!
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to showcase your qualifications. Plus, it shows us you’re serious about joining our innovative team and ready to make an impact in the financial advisory world.
We think you need these skills to ace Senior Financial Advisor: Global, Remote, High-Impact Growth
Some tips for your application 🫡
Showcase Your Experience: When applying, make sure to highlight your experience as an Independent Financial Advisor. We want to see how your background in wealth management can contribute to our innovative team and help us achieve better outcomes for our clients.
Tailor Your Application: Don’t just send a generic application! Take the time to tailor your CV and cover letter to reflect the specific requirements of the Senior Financial Advisor role. We love seeing candidates who take the initiative to align their skills with what we’re looking for.
Highlight Your Client Book: If you have a portable client book, make sure to mention it! This is a big plus for us, as we’re keen on advisors who can bring their own clients and grow with us. Let’s see how your existing relationships can benefit our platform.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows us you’re serious about joining our team!
How to prepare for a job interview at James & Partners
✨Know Your Numbers
As a Senior Financial Advisor, you’ll need to demonstrate your expertise in wealth management. Brush up on key financial metrics and be ready to discuss how you've successfully managed client portfolios in the past. This shows you’re not just knowledgeable but also results-driven.
✨Showcase Your Client Relationships
Having a portable client book is crucial for this role. Be prepared to talk about your existing relationships and how you’ve nurtured them over time. Highlight specific examples of how you’ve helped clients achieve their financial goals, as this will resonate with the interviewers.
✨Understand the Platform
Familiarise yourself with the advisory platform’s offerings. Knowing how their infrastructure supports advisors can set you apart. Discuss how you would leverage these tools to enhance client outcomes and drive growth, showing that you’re proactive and aligned with their mission.
✨Prepare Questions
Interviews are a two-way street. Prepare insightful questions about the company’s vision, culture, and support for advisors. This not only demonstrates your interest but also helps you gauge if the company is the right fit for you. It’s all about finding a mutual match!
