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For Companies At a Glance
- Tasks: Help clients make smart financial choices for their lifestyle and future.
- Company: A unique firm combining financial planning with legal expertise for comprehensive client support.
- Benefits: Enjoy flexible working hours and a strong focus on work-life balance.
- Why this job: Build meaningful relationships while being part of a supportive professional team.
- Qualifications: Experience in advising business owners on personal finance is essential.
- Other info: Join a culture that prioritises understanding people over just numbers.
The predicted salary is between 43200 - 72000 £ per year.
We're seeking an adviser who excels at creating meaningful client connections and guiding entrepreneurs toward financial decisions that support their ideal lifestyle and long-term vision. The company bridges the gap between financial planning and legal expertise, providing clients with comprehensive support under one roof. They take pride in our holistic approach that considers both personal circumstances and business requirements when crafting solutions.
What they're looking for:
- Experience advising business owners and professionals on personal finance
- A natural relationship builder who is proactive, thoughtful and ethical
- Someone who listens deeply and guides clients with clarity and care
- A collaborative mindset - you will work closely with our legal teams
What you'll get:
- A warm pipeline and strong admin support
- Flexible working with a strong emphasis on work-life balance
- The chance to be part of a joined-up legal and financial planning business
Why Join
As an IFA with the company, you'll have the unique opportunity to develop meaningful client relationships while having the backing of an established professional services team. Your expertise will help clients navigate their financial journey with confidence, creating strategies that align with their values and goals.
We believe that exceptional financial advice comes from understanding people first and numbers second. If you share this philosophy and want to work in an environment that values both professional excellence and personal wellbeing, we invite you to apply.
To apply, please send your CV and a brief cover letter explaining why you're interested in joining our team.
For more information, please contact Andrew Welsh, Director of Medical Devices recruitment at Newton Colmore Consulting.
Independent Financial Adviser IFA employer: Newton Colmore Consulting Ltd
Contact Detail:
Newton Colmore Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser IFA
✨Tip Number 1
Network with professionals in the financial and legal sectors. Attend industry events or webinars where you can meet potential colleagues and clients, as building relationships is key to this role.
✨Tip Number 2
Familiarise yourself with the company's approach to financial planning and legal expertise. Understanding their holistic methodology will help you align your discussions with their values during interviews.
✨Tip Number 3
Prepare to showcase your experience in advising business owners. Think of specific examples where you've successfully guided clients through financial decisions that impacted their lifestyle and long-term goals.
✨Tip Number 4
Demonstrate your collaborative mindset by discussing past experiences where you've worked closely with other professionals. Highlight how this teamwork has led to better outcomes for clients.
We think you need these skills to ace Independent Financial Adviser IFA
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and expectations of an Independent Financial Adviser. Tailor your application to highlight your experience in advising business owners and professionals on personal finance.
Craft a Compelling Cover Letter: In your cover letter, emphasise your ability to build meaningful client relationships and your proactive approach. Mention specific examples of how you've guided clients in the past, showcasing your clarity and care.
Highlight Relevant Experience: Ensure your CV reflects your experience in financial advising, particularly with entrepreneurs. Include any relevant qualifications or certifications that demonstrate your expertise in both financial planning and legal aspects.
Showcase Your Collaborative Mindset: Since the role involves working closely with legal teams, mention any previous experiences where you collaborated with other professionals. This will show that you can work effectively in a team-oriented environment.
How to prepare for a job interview at Newton Colmore Consulting Ltd
✨Showcase Your Relationship-Building Skills
As an Independent Financial Adviser, your ability to connect with clients is crucial. Prepare examples of how you've built strong relationships in the past, focusing on your proactive and thoughtful approach.
✨Demonstrate Your Ethical Approach
The company values ethical advising. Be ready to discuss situations where you prioritised client interests and made decisions that reflect integrity and transparency.
✨Highlight Your Collaborative Mindset
Since you'll be working closely with legal teams, emphasise your experience in collaborative environments. Share examples of successful teamwork and how it benefited your clients.
✨Understand Their Holistic Approach
Familiarise yourself with the company's holistic approach to financial planning. Be prepared to discuss how you can integrate personal circumstances with business needs when advising clients.
