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- Tasks: Support clients and grow your own client bank while receiving full training.
- Company: Join a successful independent wealth advisory firm with a strong reputation.
- Benefits: Enjoy a competitive salary, uncapped bonuses, and hybrid working options.
- Why this job: Develop your skills in a supportive environment focused on client relationships and financial planning.
- Qualifications: Experience in a regulated IFA environment and working towards Level 4 Diploma preferred.
- Other info: Regular leads provided to help you achieve growth and success.
No client bank required, Full Administration Team support, Full Paraplanning Team support.
Salary range: (£29,848-£32,578) plus £5,000 to £10,000 (uncapped bonuses).
A vacancy has occurred in this well established and very successful firm of independent wealth advisers and niche discretionary fund managers. We are looking for someone who has experience of a regulated IFA/restricted adviser environment and wants to take the next step to a client facing Adviser role.
Our Client is focused on holistic financial planning with Financial Planning Reports and integrated client Financial Planning Reviews throughout the year. The candidate will be very professional, enthusiastic, client focused with great integrity and able to simplify solutions for clients and so keeping them interested.
This is a fantastic opportunity to work in a hybrid working style with also the use of our offices for client meetings. At the core is relationship building with clients and integrating into the Inspire strategies, values and Investment Committees to help clients achieve their goals and lifestyle.
Regular leads/appointments will be provided to help in achieving a targeted minimum 10% growth per annum of the business and therefore 10% growth in remuneration each year.
As part of your initial fast tracking and ongoing development within the company, the successful candidate will work closely with the Managing Director developing the skills required to become a successful Wealth Adviser.
Responsibilities:- Maintaining and growing a client bank.
- Further development and training to become a Wealth Adviser.
- Working towards Level 4 Diploma with ideally 3xRO exams passed.
- FCA regulated environment experience.
- The ability to grow a client bank.
If you believe that this role is the ideal opportunity for you achieving a highly successful and rewarding career then send your CV to me today for immediate short listing.
Technical Support Adviser / Trainee Wealth Adviser (IFA) employer: Jones Recruitment
Contact Detail:
Jones Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Support Adviser / Trainee Wealth Adviser (IFA)
✨Tip Number 1
Familiarise yourself with the company's values and strategies. Understanding their approach to holistic financial planning will help you align your responses during interviews and demonstrate your enthusiasm for their mission.
✨Tip Number 2
Network with current employees or industry professionals who have experience in a regulated IFA environment. They can provide insights into the company culture and expectations, which can be invaluable during your application process.
✨Tip Number 3
Prepare to discuss your experience in client relationship management. Highlight specific examples where you've successfully simplified complex solutions for clients, as this is a key aspect of the role.
✨Tip Number 4
Stay updated on the latest trends in wealth management and financial planning. Being knowledgeable about current market conditions and investment strategies will show your commitment to the field and impress potential employers.
We think you need these skills to ace Technical Support Adviser / Trainee Wealth Adviser (IFA)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in a regulated IFA environment. Emphasise any qualifications, such as the Level 4 Diploma or RO exams, and showcase your skills in client relationship building.
Craft a Compelling Cover Letter: Write a cover letter that reflects your enthusiasm for the role and the company. Mention how your values align with their focus on holistic financial planning and your eagerness to grow within the firm.
Highlight Relevant Skills: In your application, clearly outline your skills that are pertinent to the role, such as your ability to simplify solutions for clients and your experience in maintaining and growing a client bank.
Showcase Your Professionalism: Demonstrate your professionalism in all written communication. Use a formal tone, check for spelling and grammar errors, and ensure your application is well-structured and easy to read.
How to prepare for a job interview at Jones Recruitment
✨Showcase Your Client-Focused Approach
Since the role emphasises relationship building, be prepared to discuss your previous experiences where you successfully managed client relationships. Highlight how you simplified complex financial concepts for clients, making them feel valued and understood.
✨Demonstrate Your Knowledge of Financial Planning
Brush up on holistic financial planning principles and be ready to explain how you would apply these in real-world scenarios. Familiarise yourself with the company's strategies and values, as this will show your genuine interest in their approach.
✨Prepare for Questions on Regulatory Experience
Given the requirement for experience in a regulated IFA environment, expect questions about compliance and regulatory frameworks. Be ready to discuss how you've navigated these in your past roles and how you ensure adherence to regulations.
✨Express Enthusiasm for Continuous Learning
The company values ongoing development, so convey your eagerness to learn and grow within the role. Mention any relevant qualifications you're pursuing, like the Level 4 Diploma, and how you plan to leverage training opportunities to enhance your skills.
