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For Companies At a Glance
- Tasks: Engage with clients to review their financial situations and provide tailored advice.
- Company: Join a small, dynamic firm specializing in independent financial advice.
- Benefits: Enjoy a competitive salary, bonus potential, and a workplace pension.
- Why this job: Make a real impact on clients' financial futures while working in a supportive environment.
- Qualifications: Must have Full Dip FA level 4 and a proven track record in financial advice.
- Other info: Flexible working hours available for the right candidate.
The predicted salary is between 34000 - 46000 £ per year.
Job Description
Our client is a small firm offering independent financial advice on mortgages, investments, savings and pension planning with a solid existing client portfolio.
IFA job description
You will have a proven track record of results and be able to demonstrate great communication skills and a good knowledge of the fast moving financial services market.
You will have the following traits:
- Honest
- Strong work ethic
- Primary focus on client outcome
- Excellent telephone manner
- Smart and professional appearance
- Full Dip FA level 4 required
- Proven track record in quality advice and client work
In return we will offer:
- A competitive basic salary of c £40k depending on the candidate
- Bonus income based on production (£120k)
- Workplace company pension
- 20 days holiday
- Core working hours 8am – 5.30pm (can be flexible for the right candidate)
Responsibilities:
- Contact existing clients to carry out full financial reviews and conduct in-depth reviews of clients' financial circumstances, current provision and future aims using our CRM system Finplan
- Will be responsible for onboarding new members into an existing large SIPP
- analyse information and prepare plans best suited to individual clients' requirements
- complete risk profiles, factfinds and suitability letters
- assist clients to make informed decisions
- review and respond to clients changing needs and financial circumstances
- keep up to date with financial products and legislation
- contact clients with news of new financial products or changes to legislation that may affect their savings and investments
- meet the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.
IFA employer: KFS Recruitment
Contact Detail:
KFS Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA
✨Tip Number 1
Make sure to network within the financial services industry. Attend local events or webinars where you can meet potential clients and other professionals. Building relationships can lead to referrals and opportunities.
✨Tip Number 2
Stay updated on the latest financial products and legislation. Subscribe to industry newsletters or follow relevant blogs. This knowledge will not only help you in interviews but also demonstrate your commitment to providing quality advice.
✨Tip Number 3
Practice your communication skills, especially over the phone. Role-play with a friend or mentor to refine your telephone manner. Being able to convey complex information clearly is crucial in this role.
✨Tip Number 4
Prepare for the interview by thinking of specific examples from your past experience that showcase your strong work ethic and client-focused approach. Be ready to discuss how you've successfully helped clients achieve their financial goals.
We think you need these skills to ace IFA
Some tips for your application 🫡
Highlight Relevant Experience: Make sure to emphasize your proven track record in providing quality financial advice. Include specific examples of how you've successfully helped clients with their financial needs.
Showcase Communication Skills: Since great communication skills are essential for this role, provide examples of how you've effectively communicated with clients in the past. This could include your telephone manner and ability to explain complex financial concepts clearly.
Demonstrate Knowledge of Financial Services: Illustrate your understanding of the fast-moving financial services market. Mention any relevant qualifications, such as your Full Dip FA level 4, and stay updated on current financial products and legislation.
Professional Presentation: Ensure that your application is well-organized and professionally presented. Use a clean format for your CV and cover letter, and maintain a smart and professional tone throughout your application.
How to prepare for a job interview at KFS Recruitment
✨Showcase Your Communication Skills
Since great communication is key in this role, practice articulating your thoughts clearly and confidently. Prepare to discuss how you've effectively communicated complex financial concepts to clients in the past.
✨Demonstrate Your Knowledge of Financial Services
Stay updated on the latest trends and changes in the financial services market. Be ready to discuss recent developments and how they could impact clients' financial decisions.
✨Highlight Your Client-Centric Approach
Prepare examples that showcase your focus on client outcomes. Discuss how you've tailored financial advice to meet individual client needs and how you ensure their satisfaction.
✨Dress Professionally and Be Punctual
First impressions matter! Dress smartly and arrive on time for your interview. This reflects your professionalism and respect for the opportunity.
