At a Glance
- Tasks: Provide holistic financial planning and manage client relationships.
- Company: Respected accountancy practice in the Thames Valley with a supportive environment.
- Benefits: Strong referral opportunities, full support team, and attractive earnings potential.
- Other info: Excellent long-term career opportunity with access to affluent clients.
- Why this job: Grow your client base while delivering tailored financial advice in a stable setting.
- Qualifications: Experience as an Independent Financial Adviser with strong client-facing skills.
The predicted salary is between 50000 - 70000 £ per year.
A highly respected and long-established Accountancy Practice in the Thames Valley is looking to appoint an experienced Independent Financial Adviser to join its growing Financial Planning division. This opportunity is ideally suited to an adviser who has an existing client bank or fee following and is looking for a professional, well-supported environment to continue developing their client relationships and business.
The firm offers the ability to bring your existing clients with you, alongside access to a strong stream of referrals from the practice’s Partners and professional introducer network. You will be supported by a dedicated paraplanning and administrative team, allowing you to focus on client relationships and delivering high-quality financial advice.
Key Responsibilities- Provide holistic financial planning advice to private and corporate clients
- Manage and develop your existing client relationships
- Work closely with the accountancy partners to generate new referrals
- Build long-term relationships with professional introducers across the accounting and legal part of the business
- Deliver tailored financial planning solutions across a range of client needs
- Pension and retirement planning
- Employee benefits
- Mortgages
- Protection planning
- Ability to transfer and manage your existing client bank
- Strong referral opportunities from an established accountancy practice
- Full paraplanning and administrative support
- Access to affluent private and corporate clients
- Attractive earnings potential and long-term career opportunity within a respected firm
This is an excellent opportunity for an experienced adviser looking for the stability and referral opportunities of an established professional practice while retaining the ability to grow and manage their own client relationships.
Interested? Apply now or get in touch directly for a confidential chat.
Independent Financial Advisor employer: Oury Clark
Join a highly respected and long-established Accountancy Practice in Slough, where you will thrive in a professional and supportive environment that prioritises your growth as an Independent Financial Advisor. With access to a strong stream of referrals, dedicated paraplanning support, and the opportunity to manage your own client relationships, this firm offers an attractive earnings potential and a rewarding career path for those seeking meaningful employment in financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial Advisor
✨Tip Number 1
Network like a pro! Attend industry events and connect with other financial professionals. Building relationships can lead to referrals and new clients, so don’t be shy about putting yourself out there.
✨Tip Number 2
Leverage social media to showcase your expertise. Share insights on financial planning and engage with potential clients. This not only builds your brand but also helps you stay top-of-mind when they need advice.
✨Tip Number 3
Follow up with leads promptly. If someone shows interest in your services, reach out quickly to discuss how you can help them. A timely response can make all the difference in securing that client.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got a fantastic platform that connects you with opportunities tailored to your skills. Plus, it’s a great way to get noticed by the right people in the industry.
We think you need these skills to ace Independent Financial Advisor
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in holistic financial planning and client relationship management. We want to see how your skills align with what we’re looking for!
Showcase Your Client-Facing Skills:Since strong client-facing ability is key, share specific examples of how you've successfully built and maintained client relationships. This will help us understand your approach and how you can fit into our team.
Highlight Your Expertise:Don’t forget to mention your expertise in areas like pension planning, mortgages, and protection planning. We’re keen to see how your knowledge can contribute to delivering high-quality financial advice.
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 don’t miss out on any important updates from us!
How to prepare for a job interview at Oury Clark
✨Know Your Stuff
Make sure you brush up on holistic financial planning and the specific services you’ll be offering. Be ready to discuss your approach to managing client relationships and how you’ve successfully generated referrals in the past.
✨Showcase Your Client-Facing Skills
Since this role is all about building relationships, prepare examples that highlight your strong client-facing abilities. Think of situations where you’ve gone above and beyond for clients or how you’ve tailored advice to meet their unique needs.
✨Connect with the Company Culture
Research the accountancy practice and understand their values and mission. During the interview, express how your personal values align with theirs and how you can contribute to their team dynamic.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This shows your genuine interest in the role and helps you gauge if the company is the right fit for you. Ask about their referral network or how they support advisers in building client relationships.
