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- Tasks: Provide tailored financial advice and build strong client relationships.
- Company: Join a reputable Independent Financial Planning organisation in Devon & Somerset.
- Benefits: Enjoy a competitive salary, performance bonuses, and a supportive work environment.
- Why this job: Inherit a substantial client book and grow your career in a dynamic setting.
- Qualifications: Minimum 2 years' experience as a financial adviser with strong relationship-building skills.
- Other info: Collaborate with in-house accountants for integrated client solutions.
The predicted salary is between 39000 - 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.
Locations
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 experience in independent advisory roles. Attend local finance-related events or seminars in Devon and Somerset to meet potential colleagues and clients.
✨Tip Number 2
Familiarise yourself with the specific financial products and services that are popular in the Devon and Somerset regions. This knowledge will help you tailor your approach when discussing solutions with clients and demonstrate your expertise.
✨Tip Number 3
Prepare to discuss your strategies for client retention and organic business development during the interview. Highlight any past successes in these areas to show how you can add value to the existing client base.
✨Tip Number 4
Research the company’s reputation and client feedback. Understanding their values and service standards will allow you to align your responses with their expectations and show that you are a good cultural fit.
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 any roles where you've provided holistic financial advice. Emphasise your success in building and managing client relationships, as this is crucial for the role.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the position and the company. Mention your understanding of the importance of client retention and how you plan to develop new business from existing clients. Use specific examples from your past experience to illustrate your points.
Showcase Relevant Skills: Highlight your strong knowledge of financial products, investment strategies, and retirement planning in both your CV and cover letter. Make sure to mention your excellent communication and problem-solving skills, as these are key to building trust with clients.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail and professionalism, which are essential traits for a financial adviser.
How to prepare for a job interview at mbf
✨Showcase Your Experience
Be prepared to discuss your previous experience as a financial adviser in detail. Highlight specific examples of how you've successfully managed client relationships and provided tailored financial advice, especially in an independent capacity.
✨Demonstrate Client-Centric Approach
Emphasise your commitment to providing exceptional service. Discuss how you build trust with clients and maintain strong relationships, as this is crucial for client retention and organic business development.
✨Stay Informed on Industry Trends
Make sure to mention your knowledge of current industry trends, regulations, and best practices. This shows that you are proactive and dedicated to maintaining compliance while delivering the best solutions for clients.
✨Collaborative Mindset
Highlight your ability to work closely with other professionals, such as accountants. Discuss how collaboration can enhance the services you provide to clients, showcasing your holistic approach to financial planning.
