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- Tasks: Build and grow a financial planning practice with high-net-worth clients.
- Company: National accountancy firm offering hybrid working.
- Benefits: Competitive salary up to £85k, excellent bonuses, and comprehensive benefits.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Proven experience as a Financial Planner with HNW client management skills.
- Other info: Enjoy a supportive environment with full paraplanning and administration assistance.
The predicted salary is between 85000 - 85000 £ per year.
This national accountancy firm is currently seeking an IFA to work out of their offices in Maidstone (hybrid working). In this role you will be responsible for working with the accountants and building and growing the financial planning practice.
You will have a full IFA proposition, access to HNW and UHNW clients, typically SME business owners and full paraplanning and administration support.
You must be an experienced Financial Planner with a track record of building and growing a portfolio of clients and experience dealing with HNW and UHNW clients.
Basic salary up to £85k, excellent bonus potential and benefits.
Independent Financial Adviser - Maidstone - Accountancy Based (hybrid working) in Chatham employer: MI Search Ltd
Contact Detail:
MI Search Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser - Maidstone - Accountancy Based (hybrid working) in Chatham
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who might know someone at the firm. A personal introduction can make all the difference in landing that interview.
✨Tip Number 2
Prepare for the interview by researching the firm and its values. Understand their approach to financial planning and be ready to discuss how you can contribute to growing their practice with HNW and UHNW clients.
✨Tip Number 3
Showcase your success stories! Be ready to share specific examples of how you've built and managed client portfolios in the past. This will demonstrate your experience and ability to thrive in this role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Independent Financial Adviser - Maidstone - Accountancy Based (hybrid working) in Chatham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects your experience as a Financial Planner, especially your work with HNW and UHNW clients. Highlight any achievements in building and growing client portfolios to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for financial planning and how you can contribute to our team. Mention your experience with accountants and how you plan to grow the financial planning practice.
Showcase Your Skills: Don’t forget to highlight your skills in paraplanning and administration support. We want to see how you can leverage these to enhance our services and support our clients effectively.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity in Maidstone!
How to prepare for a job interview at MI Search Ltd
✨Know Your Numbers
As an Independent Financial Adviser, you'll need to demonstrate your expertise in financial planning. Brush up on key metrics and case studies that showcase your success with HNW and UHNW clients. Be ready to discuss specific strategies you've implemented to grow client portfolios.
✨Understand the Firm's Culture
Research the national accountancy firm’s values and culture. Tailor your responses to show how your approach aligns with their ethos. This will help you connect with the interviewers and demonstrate that you're a good fit for their team.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills. Think of examples where you've successfully navigated challenges in client relationships or financial planning. Use the STAR method (Situation, Task, Action, Result) to structure your answers.
✨Showcase Your Networking Skills
Since this role involves building and growing a financial planning practice, be prepared to discuss your networking strategies. Share how you've previously developed relationships with accountants and other professionals to generate referrals and expand your client base.