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For Companies At a Glance
- Tasks: Help high-net-worth clients with bespoke financial advice and build new client relationships.
- Company: Join an award-winning firm known for its supportive environment and strong reputation.
- Benefits: Enjoy a competitive salary, bonuses, and full support including marketing and tech resources.
- Other info: No cap on earnings and opportunities for career progression.
- Why this job: This role offers independence, flexibility, and the chance to grow in a collaborative culture.
- Qualifications: Must have Level 4 Diploma in Financial Advice and experience with HNW clients.
The predicted salary is between 50000 - 70000 £ per year.
Job Description
Independent Financial Advisor – SolihullBasic Salary: £50,000 – £70,000 + Bonus + Full Support
We are working with a leading, award-winning firm of Chartered Financial Planners to appoint an Independent Financial Advisor for their growing office in Solihull.
This firm has built a strong reputation for delivering bespoke, high-quality financial advice to high-net-worth individuals and families. With over £2.5bn of assets under influence, they offer one of the most supportive and forward-thinking environments for ambitious Advisors.
The Opportunity
You’ll be joining a growing regional office with immediate access to a starter book of around 25 HNW clients, helping to provide a strong foundation of income from day one.
However, this opportunity is ideally suited to someone with an entrepreneurial and business development mindset — someone who can:
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Develop new client relationships through referrals, networking, and introducers
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Utilise marketing support and firm-wide initiatives
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Potentially bring across an existing book of clients
Support & Infrastructure
This is a fully supported IFA role, giving you everything needed to succeed and scale:
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Full paraplanning, administration, compliance, and advisor fee support
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Central marketing assistance and regular new business enquiries
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Robust tech platforms and research to support quality client outcomes
Earnings & Progression
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Basic salary of £50,000 – £70,000 DOE
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Bonus of 33% of all business generated beyond 3x salary validation
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No cap on earnings and additional business opportunities provided over time
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Additional company benefits including pension, holiday allowance etc.
Ideal Candidate Profile
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Level 4 Diploma in Financial Advice (or equivalent)
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Experience advising HNW clients with excellent relationship-building skills
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A track record of generating new business and/or managing a loyal client base
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Looking to grow within a professional, collaborative and client-first culture
This is an excellent opportunity for an established IFA seeking independence, flexibility, and the backing of a high-quality firm that’s committed to supporting your long-term success.
Independent Financial Advisor employer: mbf
Contact Detail:
mbf 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 community in Solihull. Attend local events, seminars, and workshops to meet potential clients and other professionals who can refer you. Building relationships in person can significantly enhance your chances of landing this role.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise in financial advising. Share insights, articles, and success stories that highlight your experience with high-net-worth clients. This will help you establish credibility and attract attention from the hiring firm.
✨Tip Number 3
Consider reaching out to current or former employees of the firm to gain insights into their culture and expectations. This can provide you with valuable information that can help you tailor your approach and demonstrate your fit for the role during any discussions.
✨Tip Number 4
Prepare to discuss your business development strategies in detail. Since the role requires an entrepreneurial mindset, be ready to share specific examples of how you've successfully generated new business or managed client relationships in the past.
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 experience in advising high-net-worth clients and showcases your relationship-building skills. Emphasise any entrepreneurial ventures or business development successes you've had.
Craft a Compelling Cover Letter: Write a cover letter that reflects your understanding of the role and the company. Mention how your background aligns with their needs, particularly your ability to develop new client relationships and your experience with HNW clients.
Highlight Relevant Qualifications: Clearly state your Level 4 Diploma in Financial Advice (or equivalent) in your application. If you have additional qualifications or certifications, make sure to include those as well.
Showcase Your Business Development Mindset: In your application, provide examples of how you've successfully generated new business in the past. This could include specific strategies you've used or results you've achieved, demonstrating your entrepreneurial spirit.
How to prepare for a job interview at mbf
✨Showcase Your Relationship-Building Skills
As an Independent Financial Advisor, your ability to build and maintain relationships with high-net-worth clients is crucial. Prepare examples of how you've successfully developed client relationships in the past, highlighting your interpersonal skills and understanding of client needs.
✨Demonstrate Your Business Development Mindset
This role requires an entrepreneurial spirit. Be ready to discuss your strategies for generating new business, such as networking and referrals. Share specific instances where you've successfully expanded your client base or brought in new clients.
✨Familiarise Yourself with the Firm's Support Structure
Understand the support and infrastructure the firm offers, such as paraplanning and marketing assistance. During the interview, express how you plan to leverage these resources to enhance your performance and client outcomes.
✨Prepare for Questions on Compliance and Regulation
Given the nature of financial advising, be prepared to discuss your knowledge of compliance and regulatory requirements. Highlight any relevant experience you have in ensuring adherence to these standards, as this will demonstrate your professionalism and reliability.