Independent Financial Advisor in London

Independent Financial Advisor in London

London Full-Time 100000 - 120000 £ / year (est.) Working from home possible
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At a Glance

  • Tasks: Provide holistic financial advice to clients via video, phone, or face-to-face.
  • Company: Reputable independent financial planning firm with a remote work model.
  • Benefits: OTE of £100K-£120K+, full support, and market-leading IT tools.
  • Other info: Opportunity for significant earnings and career advancement.
  • Why this job: Join a driven team and elevate your career in a rewarding environment.
  • Qualifications: Diploma and experience as a Financial Adviser or Planner required.

The predicted salary is between 100000 - 120000 £ per year.

Independent Financial Adviser Remote / Home Based Clients provided OTE £100,000 - £120,000+ An Independent Financial Planning firm is looking to appoint three financial advisers or IFAs.

They have been trading for nearly 15 years and have an excellent reputation, providing holistic advice to a wide range personal and corporate clients.

The role is remote / home based and the firm moved from office based to a fully remote model 5 years ago. They provide you with pre qualified appointments with clients and these are pre booked into your diary .

The advice is generally given by video, but can be face to face or by phone if required.

They also offer full paraplanning and administration support along with market leading IT and software.

In return there is a competitive package with a genuine OTE of £100K-£120K which is aimed at rewarding the IFA / Financial Planner for the high level of service required.

A number of advisers with the firm earn significantly more than this.

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 Mc Dougall for more information on this opportunity.

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Independent Financial Advisor in London employer: Pinstripe Personnel

Join an award-winning Mortgage Brokerage in Worthing, where your career as a Mortgage Adviser can flourish. With a client-first approach, we offer a competitive salary and bonuses, alongside comprehensive support for your professional development. Enjoy the benefits of supplied leads and the opportunity to earn significantly while being part of a collaborative and growth-oriented work culture.

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Contact Details:

Pinstripe Personnel Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Independent Financial Advisor in London

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like Pinstripe Personnel. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Independent Financial Advisor in London

Financial Planning
Client Relationship Management
Holistic Advice
Communication Skills
Remote Advising
Paraplanning
Administration Support

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Pinstripe Personnel.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Pinstripe Personnel's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Pinstripe Personnel

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Pinstripe Personnel.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at Pinstripe Personnel will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Pinstripe Personnel employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.