At a Glance
- Tasks: Provide expert financial advice and nurture a loyal client base.
- Company: Dynamic Independent Financial Planning firm in Inverness with a client-first approach.
- Benefits: Competitive salary plus bonuses, hybrid working, and strong support.
- Other info: Great opportunity for ambitious individuals seeking career growth.
- Why this job: Join a thriving firm and make a real impact on clients' financial futures.
- Qualifications: Diploma and experience as a Financial Adviser or Planner required.
The predicted salary is between 80000 - 100000 £ per year.
An Independent Financial Planning firm based in Inverness is looking to appoint an experienced Financial Adviser or IFA. They have built the firm on the back of a client first approach which has allowed them to build a large and loyal client base.
The role would be a mix of hybrid working, client visits and office based. There is an existing client base to service and nurture. There is also paraplanning and administration support along with market leading IT and software.
In return there is a competitive package with a salary plus a bonus structure genuine OTE of £80,000 - £100,000 which is aimed at rewarding the IFA / Financial Planner for the high level of service required.
This role is an outstanding opportunity for a driven, ambitious and experienced individual who is looking for the next step in their career.
You will be minimum of Diploma and have experience as a Financial Adviser / Planner / IFA.
Please send your CV to Douglas McDougall for more information on this opportunity.
IFA employer: Pinstripe Personnel
Join an award-winning, client-focused Mortgage Brokerage in Epsom, where you will thrive in a supportive work culture that prioritises employee growth and development. With all leads provided and a competitive OTE of £100,000+, this role offers not only financial rewards but also the chance to make a meaningful impact on clients' lives. Experience a collaborative environment with dedicated management and administration teams to help you succeed in your career as a Protection Adviser.
StudySmarter Expert Advice🤫
We think this is how you could land IFA
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the lookout for IFA roles. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the firm thoroughly, especially their client-first approach. Be ready to discuss how your experience aligns with their values and how you can contribute to their success.
✨Tip Number 3
Showcase your skills! Bring along examples of your past successes as an IFA, whether it’s client retention or innovative financial solutions. This will help you stand out and demonstrate your value.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for driven individuals like you to join our team!
We think you need these skills to ace IFA
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the IFA role. Highlight your client-first approach and any relevant qualifications, like your Diploma, to show us you're the right fit.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial advising and how your experience aligns with our values. Keep it concise but impactful!
Showcase Your Achievements:Don’t just list your duties; showcase your achievements! Whether it’s growing a client base or exceeding targets, we want to see how you’ve made a difference in your previous roles.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Pinstripe Personnel
✨Know Your Stuff
Make sure you brush up on your financial knowledge and the specific services offered by the firm. Being able to discuss their client-first approach and how you can contribute to it will show that you're genuinely interested in the role.
✨Showcase Your Experience
Prepare to talk about your previous roles as a Financial Adviser or IFA. Highlight specific examples where you've successfully managed client relationships or provided exceptional service, as this aligns perfectly with their values.
✨Ask Insightful Questions
Think of questions that demonstrate your understanding of the industry and the firm's operations. Inquire about their client base, the support you'll receive, and how they measure success for an IFA. This shows you're serious about the position.
✨Dress the Part
Even if the role involves hybrid working, make sure to dress professionally for the interview. First impressions matter, and looking polished will help convey your seriousness about the opportunity.
