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For Companies At a Glance
- Tasks: Manage client portfolios, provide financial advice, and build lasting relationships.
- Company: Join a leading Independent Financial Advisor in London focused on growth and client satisfaction.
- Benefits: Enjoy flexible working options, competitive salary, and ongoing support for your success.
- Why this job: Make a real impact by helping clients achieve their financial goals in a supportive environment.
- Qualifications: Must have DipFA or equivalent, 3+ years experience, and strong communication skills.
- Other info: Access an existing client bank and enjoy opportunities for career development.
The predicted salary is between 48000 - 52000 £ per year.
We are very pleased to be working with a leading IFA on their search to grow the business.
Role and Responsibilities:
- Client Management: Provide financial advice to a portfolio of existing clients, focusing on investments, retirement planning, tax planning, and estate management.
- Relationship Building: Build long-lasting relationships, ensuring client satisfaction, retention, and referrals.
- Financial Planning: Conduct comprehensive financial reviews, assessing each client’s unique needs, goals, and risk profiles to deliver personalized financial plans.
- Product Recommendation: Utilise a wide range of products and services to meet client objectives, staying compliant with regulatory standards.
- Ongoing Service: Conduct regular reviews with clients, keeping them informed of their portfolio’s performance and any new opportunities.
- Grow your client bank: Gain new clients via referral, professional connections, etc.
Skills/Experience Required:
- Qualified IFA: Diploma in Regulated Financial Planning (DipFA) or equivalent and CAS essential; full CeMAP qualification is a plus, Chartered status or near to an advantage.
- Proven Experience: At least 3+ years in a financial advisory role, with a strong track record in managing and growing a client bank.
- Strong Communicator: Excellent interpersonal and communication skills, with the ability to explain complex financial concepts in a clear and approachable way.
- Client-Centric Approach: Demonstrated ability to prioritize client needs and build trusted relationships.
- Regulatory Awareness: In-depth knowledge of regulatory requirements and commitment to maintaining compliance.
Additional Information:
- Flexible Working Options: Flexibility with office-based, remote, or hybrid working.
- Basic Salary: Likely to be in the range of £60-65,000 + attractive commission structure.
- Existing Client Bank: Immediate access to a client bank.
- Ongoing Support: Administrative and paraplanning support to help you focus on delivering quality advice.
- Career Development: Opportunities for professional growth and advancement within our expanding firm.
- Competitive Compensation: Attractive salary with performance-based incentives.
Independent Financial Advisor employer: KFS Recruitment
Contact Detail:
KFS Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor
✨Tip Number 1
Network actively within the financial services industry. Attend relevant events, seminars, and workshops to meet potential clients and other professionals who can refer clients to you. Building a strong network is crucial for growing your client bank.
✨Tip Number 2
Stay updated on the latest financial regulations and market trends. This knowledge will not only enhance your credibility but also enable you to provide informed advice to clients, which is essential for building trust and long-lasting relationships.
✨Tip Number 3
Develop your communication skills further by practising how to explain complex financial concepts in simple terms. This will help you connect better with clients and ensure they feel comfortable discussing their financial needs with you.
✨Tip Number 4
Leverage social media platforms to showcase your expertise and share valuable insights. Engaging content can attract potential clients and demonstrate your knowledge, making you a go-to advisor in your field.
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 qualifications, particularly your Diploma in Regulated Financial Planning and any relevant experience. Emphasise your track record in managing and growing a client bank, as this is crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your strong communication skills and client-centric approach. Use specific examples from your past experience to demonstrate how you've successfully built relationships and provided tailored financial advice.
Highlight Regulatory Knowledge: In your application, mention your understanding of regulatory requirements and your commitment to compliance. This is essential for the role, so be sure to provide examples of how you've maintained compliance in previous positions.
Showcase Your Client Management Skills: Discuss your experience in client management, focusing on how you've conducted comprehensive financial reviews and delivered personalised financial plans. Highlight your ability to keep clients informed and engaged with their portfolios.
How to prepare for a job interview at KFS Recruitment
✨Showcase Your Qualifications
Make sure to highlight your qualifications, especially your Diploma in Regulated Financial Planning and any additional certifications like CeMAP. This will demonstrate your commitment to the profession and reassure the interviewer of your expertise.
✨Demonstrate Client-Centric Skills
Prepare examples that showcase your ability to prioritise client needs and build trusted relationships. Discuss specific instances where you successfully managed client expectations or resolved issues, as this is crucial for the role.
✨Be Ready to Discuss Regulatory Knowledge
Familiarise yourself with current regulatory requirements in the financial advisory sector. Be prepared to discuss how you ensure compliance in your work, as this is a key aspect of the role.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and ability to create personalised financial plans. Think through potential client situations and how you would approach them, focusing on your analytical and communication skills.
