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For Companies At a Glance
- Tasks: Provide holistic financial planning and manage client relationships.
- Company: Respected accountancy practice in the Thames Valley.
- Benefits: Strong referral opportunities, full support, and attractive earnings potential.
- Other info: Dynamic environment with long-term career growth opportunities.
- Why this job: Join a stable firm while growing your own client base.
- Qualifications: Experienced adviser with an existing client bank or fee following.
The predicted salary is between 50000 - 70000 £ per year.
About the Job Role: Independent Financial Adviser
Focus: Holistic financial planning, managing client relationships, generating referrals, delivering tailored advice
Skills: Strong client‑facing ability, holistic planning expertise, relationship building with partners & introducers
Requirements: Experienced adviser with existing client bank or fee following; ability to provide high‑quality financial advice
Location: Slough
Overview of the role
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
Advice areas may include:
- Investment planning
- Pension and retirement planning
- Tax‑efficient financial planning
- Employee benefits
- Mortgages
- Protection planning
What's on Offer:
- 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.
Independent Financial Advisor employer: Oury Clark
Contact Detail:
Oury Clark Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor
✨Network Like a Pro
Get out there and meet people! Attend industry events, join local business groups, and connect with other financial professionals. Building relationships can lead to referrals and new clients, so don’t be shy!
✨Showcase Your Expertise
Consider hosting workshops or webinars on financial planning topics. This not only positions you as an expert but also helps you connect with potential clients who are looking for tailored advice.
✨Leverage Social Media
Use platforms like LinkedIn to share insights and engage with your network. Post about your successes, share client testimonials (with permission), and offer valuable tips to attract attention from potential clients.
✨Apply Through Our Website
Don’t forget to check out our website for job openings! Applying directly through us gives you a better chance of standing out and landing that dream role in a supportive environment.
We think you need these skills to ace Independent Financial Advisor
Some tips for your application 🫡
Show Off Your Experience: Make sure to highlight your experience as an Independent Financial Adviser. We want to see your existing client bank or fee following, so don’t hold back on showcasing your achievements and how you’ve built those relationships.
Tailor Your Application: Just like we deliver tailored advice to our clients, tailor your application to us! Mention how your skills in holistic financial planning and relationship building align with what we’re looking for. It’ll make your application stand out!
Be Personable: We value strong client-facing abilities, so let your personality shine through in your written application. Use a friendly tone and share a bit about your approach to managing client relationships. We want to get to know the real you!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity. Plus, it’s super easy to do!
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 previous experiences with clients and how you've tailored advice to meet their needs.
✨Showcase Your Client Relationships
Since this role is all about managing client relationships, come prepared with examples of how you've built and maintained strong connections in the past. Highlight any existing client bank or fee following you have, as this will be a big plus.
✨Understand the Firm's Culture
Research the accountancy practice and understand their values and approach to client service. This will help you align your answers with what they’re looking for and show that you’re genuinely interested in being part of their team.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This could be about their referral network or how they support advisers in building client relationships. It shows you're engaged and serious about the opportunity.