Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide tailored financial advice and maintain strong client relationships.
- Company: Join a reputable Independent Financial Planning organisation in Devon & Somerset.
- Benefits: Enjoy a competitive salary, performance bonuses, and access to a substantial client book.
- Why this job: This role offers growth opportunities and the chance to make a real impact on clients' lives.
- Qualifications: Minimum 2 years as a financial adviser with a proven track record in client management.
- Other info: Collaborate with in-house accountants for integrated client solutions.
The predicted salary is between 52000 - 78000 £ per year.
mbf are working with a successful, fully Independent Financial Planning organisation to recruit an experienced Financial Adviser. Our client is an established business with a fantastic reputation providing holistic financial solutions to clients across the Devon & Somerset regions. They are now seeking to recruit a Financial Adviser to join their team to take over a substantial book of clients.
The Managing Director has an extensive client portfolio; they are looking to hand off a large amount of these clients so they can focus on growing the business - the client bank you will be inheriting will be in the region of £30M AUM.
The main focus of this role will be to provide an exceptional level of service ensuring a high level of client retention, although you will also be expected to organically develop new business from these existing clients and from the clients’ professional introducers.
Key Responsibilities- Provide holistic financial advice tailored to the unique needs and goals of each client.
- Build and maintain strong relationships with clients, earning their trust and confidence.
- Collaborate closely with in-house accountants to leverage their expertise and provide integrated solutions to clients.
- Stay updated on industry trends, regulations, and best practices to ensure the highest level of service and compliance.
- Minimum of 2 years' experience as a financial adviser, preferably in an independent capacity.
- Demonstrated track record of success in building and managing client relationships.
- Strong knowledge of financial products, investment strategies, and retirement planning.
- Excellent communication, interpersonal, and problem-solving skills.
- A dynamic and supportive work environment with opportunities for professional growth and development.
- Basic salary circa £65,000 (although this can be flexible for the right individual) + performance-based bonuses.
- Access to a large client book and regular leads to support your business development efforts.
Independent Financial Adviser - Clients Provided employer: mbf.
Contact Detail:
mbf. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser - Clients Provided
✨Tip Number 1
Network with professionals in the financial services industry, especially those who have connections to the Devon & Somerset regions. Attend local finance-related events or seminars to meet potential clients and introducers who could help you grow your client base.
✨Tip Number 2
Familiarise yourself with the specific financial needs and preferences of clients in the area. Research common investment strategies and retirement planning options that resonate with the local demographic to tailor your approach effectively.
✨Tip Number 3
Demonstrate your commitment to client service by preparing for the interview with examples of how you've successfully built and maintained client relationships in the past. Highlight your ability to provide tailored financial advice that meets individual client goals.
✨Tip Number 4
Stay updated on the latest industry trends and regulations that affect financial advising. Being knowledgeable about current market conditions and compliance issues will show your potential employer that you are proactive and dedicated to providing exceptional service.
We think you need these skills to ace Independent Financial Adviser - Clients Provided
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a financial adviser, particularly focusing on your ability to manage client relationships and provide holistic financial advice. Use specific examples that demonstrate your success in these areas.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your relevant experience and how it aligns with the responsibilities outlined in the job description. Be sure to convey your understanding of the importance of client retention and business development.
Showcase Your Knowledge: During the application process, be prepared to discuss your knowledge of financial products, investment strategies, and retirement planning. This could be included in your cover letter or during an interview, so ensure you are up-to-date with industry trends and regulations.
Highlight Collaboration Skills: Since the role involves working closely with in-house accountants, emphasise any previous experience you have in collaborative environments. Mention how you’ve successfully worked with other professionals to provide integrated solutions for clients.
How to prepare for a job interview at mbf.
✨Showcase Your Experience
Make sure to highlight your previous experience as a financial adviser, especially if you've worked independently. Discuss specific examples of how you've successfully built and managed client relationships, as this will resonate well with the hiring team.
✨Demonstrate Holistic Financial Knowledge
Prepare to discuss your understanding of holistic financial solutions. Be ready to explain how you tailor advice to meet individual client needs, as this role requires a personalised approach to financial planning.
✨Emphasise Relationship Building
Since maintaining strong client relationships is crucial, share strategies you've used in the past to earn client trust and confidence. Consider discussing how you've collaborated with other professionals, like accountants, to enhance client service.
✨Stay Informed on Industry Trends
Research current trends and regulations in the financial industry before your interview. Being knowledgeable about recent changes will demonstrate your commitment to providing compliant and up-to-date advice, which is essential for this role.
