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- Tasks: Join our team as an Independent Financial Adviser, managing and growing client relationships.
- Company: We are an award-winning wealth planning firm based in the South West.
- Benefits: Enjoy a competitive salary, bonuses, and full support from our admin and paraplanning teams.
- Why this job: This is a fantastic opportunity for ambitious individuals to advance their careers in finance.
- Qualifications: You need a minimum Diploma and experience as a Financial Adviser or Planner.
- Other info: Positions available in Exeter, Taunton, or Bristol with an existing client bank to service.
The predicted salary is between 68000 - 85000 £ per year.
An award winning, South West based Independent Wealth Planning firm is looking to appoint two experienced Financial Planners or IFAs. The roles can be based in one of their offices across the South West and there are existing clients' bank to service and build upon. There is also full Administration and Paraplanning support.
In return, there is a competitive salary and an achievable and genuine bonus structure 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 a minimum of Diploma qualified and have experience as a Financial Adviser / Planner. Please send your CV to Douglas McDougall for more information on this opportunity.
Contact Detail:
Pinstripe Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA
✨Tip Number 1
Network with other financial professionals in the South West. Attend local finance events or join relevant online forums to connect with potential colleagues and clients. This can help you gain insights into the market and may lead to referrals.
✨Tip Number 2
Familiarise yourself with the specific needs of clients in the Exeter, Taunton, and Bristol areas. Understanding regional financial trends and client demographics can give you an edge during interviews and discussions.
✨Tip Number 3
Prepare to discuss your previous successes in managing client portfolios. Be ready to share specific examples of how you've added value to clients' financial situations, as this will demonstrate your capability and experience.
✨Tip Number 4
Research the firm thoroughly before your interview. Understand their values, services, and client base. This knowledge will not only help you tailor your conversation but also show your genuine interest in joining their team.
We think you need these skills to ace IFA
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Adviser or Planner. Focus on relevant qualifications, such as your Diploma, and any specific achievements in previous roles that demonstrate your ability to provide high levels of service.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth planning and your ambition to grow within the industry. Mention why you are interested in this particular firm and how your skills align with their values and goals.
Highlight Client Management Skills: Since the role involves servicing and building upon an existing client bank, emphasise your experience in client relationship management. Provide examples of how you've successfully managed client portfolios and delivered exceptional service.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial advisory field.
How to prepare for a job interview at Pinstripe Personnel
✨Know Your Numbers
As an Independent Financial Adviser, it's crucial to be well-versed in financial metrics and market trends. Brush up on your knowledge of investment products, tax regulations, and financial planning strategies to demonstrate your expertise during the interview.
✨Showcase Your Client Management Skills
Since this role involves servicing existing clients, be prepared to discuss your experience in client relationship management. Share specific examples of how you've built trust and provided value to your clients in previous roles.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities. Think about past challenges you've faced as a Financial Adviser and how you navigated them. This will showcase your critical thinking and adaptability.
✨Highlight Your Teamwork Experience
With full administration and paraplanning support available, it's important to show that you can work effectively within a team. Discuss any collaborative projects you've been involved in and how you contributed to achieving common goals.
