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For Companies At a Glance
- Tasks: Manage client portfolios and provide top-notch financial advice remotely.
- Company: Join a growing firm known for its client-focused approach and strong reputation.
- Benefits: Enjoy a competitive salary, bonus structure, and flexible remote work options.
- Why this job: This role offers autonomy, growth opportunities, and the chance to make a real impact.
- Qualifications: Must have Level 4 Diploma in Financial Planning and 5 years of advisory experience.
- Other info: Company car or allowance included, plus generous holiday and pension contributions.
The predicted salary is between 39600 - 66000 £ per year.
Job Description
.Independent Financial Advisor
Due to continued growth through referrals and new business, the client is expanding. This is your opportunity to take over an active portfolio of clients, while also having the autonomy and support to grow your own book through referrals and lead generation.
- Salary: £55,000 Basic + OTE £90K
- Location:Hertfordshire
- Remote working with client visits
Benefits:
- Company car or car allowance
- Generous Bonus Structure
- Medical and life cover
- Personal pension contribution
- 25 days holiday + Bank holidays
Responsibilities:
- Delivering high-quality client reviews and financial advice across pensions, investments, savings, and protection.
- Managing and nurturing an existing book of clients with a focus on retention and relationship building.
- Developing new business opportunities through referrals, introductions, and proactive outreach.
- Working remotely from home, conducting meetings via telephone/video, with in-person visits to clients where beneficial.
- Maintaining a client-centric, ethical, and compliant advisory approach.
Skills and Experience Required:
- Level 4 Diploma qualified (or equivalent) in Financial Planning.
- Minimum of 5 year's experience as a Financial Advisor (with CAS status).
- Experience of growing a client bank through referrals and business development.
- A true people person – approachable, professional, and passionate about doing the right thing for clients.
- Strong IT literacy and comfortable with remote/virtual client engagement.
Independent Financial Advisor - LMA employer: LMA
Contact Detail:
LMA Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor - LMA
✨Tip Number 1
Network actively within the financial services community. Attend industry events, webinars, and local meetups to connect with potential clients and other professionals who can refer you. Building relationships is key in this role.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise and engage with your audience. Share valuable insights on financial planning topics to attract potential clients and demonstrate your knowledge.
✨Tip Number 3
Consider creating informative content, such as blogs or videos, that address common financial concerns. This not only positions you as an expert but also helps in generating leads through organic search and shares.
✨Tip Number 4
Stay updated on industry trends and regulatory changes. Being knowledgeable about the latest developments will help you provide better advice to clients and enhance your credibility as a trusted advisor.
We think you need these skills to ace Independent Financial Advisor - LMA
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma and relevant experience as a Financial Advisor. Emphasise your skills in client relationship management and business development, as these are crucial for the role.
Craft a Compelling Cover Letter: In your cover letter, express your passion for financial advising and your commitment to ethical practices. Mention specific examples of how you've successfully grown a client bank through referrals and proactive outreach.
Showcase Your IT Skills: Since the role involves remote working and virtual client engagement, highlight your IT literacy. Mention any specific tools or software you are proficient in that would be beneficial for managing client relationships.
Prepare for Interviews: If invited for an interview, be ready to discuss your approach to client retention and relationship building. Prepare examples of how you've delivered high-quality financial advice and managed client portfolios effectively.
How to prepare for a job interview at LMA
✨Showcase Your Client Management Skills
As an Independent Financial Advisor, your ability to manage and nurture client relationships is crucial. Be prepared to discuss specific examples of how you've successfully retained clients and built strong relationships in the past.
✨Demonstrate Your Business Development Experience
Highlight your experience in growing a client bank through referrals and proactive outreach. Share any strategies you've used to generate leads and how they have contributed to your success in previous roles.
✨Emphasise Your Ethical Approach
This role requires a client-centric and compliant advisory approach. Be ready to explain how you ensure ethical practices in your financial advice and how you prioritise the best interests of your clients.
✨Prepare for Remote Engagement Scenarios
Since the position involves remote working and virtual client meetings, practice discussing how you effectively engage with clients through technology. Share any tools or methods you use to maintain a personal touch in virtual interactions.
