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- Tasks: Help clients manage their finances and provide tailored advice.
- Company: Join a thriving, family-owned IFA firm with over 40 years of experience.
- Benefits: Enjoy flexible working options and potential earnings exceeding £100k in your second year.
- Why this job: Be part of a client-focused team that values satisfaction and retention.
- Qualifications: Must be Diploma qualified in Financial Planning with some advisory experience.
- Other info: Work with a supportive team of Paraplanners and Administrators.
The predicted salary is between 36000 - 60000 £ per year.
This employed, Independent Financial Adviser job covering Taunton and North Somerset coast provides opportunity to join a boutique, IFA firm due to continued growth across the business. You will be provided with approximately 100 - 150 clients, generating around £30m - £35m. This will continue to grow over the long term from additional clients being passed over, natural organic growth and activities you undertake to bolster the portfolio.
The business puts client satisfaction and client retention at the heart of what they do, therefore looking for individuals who share these values. To enable you to focus on giving the best advice to clients, you will be supported by their team of Paraplanners and Administrators.
Independent Financial Adviser Requirements- You must be fully Diploma qualified in Financial Planning or equivalent
- You should have some experience as a Financial Adviser (our client is happy to consider a range in level of advice experience)
- You should align with the company values of putting clients first
Our client has been established for over 40 years and is a thriving firm of Independent Financial Advisers. The business is experiencing excellent levels of growth from organic means and also from acquiring local IFAs who want their clients to be serviced by a team of local IFAs.
Independent Financial Adviser Benefits- Salary open to discussion
- Excellent potential for total earnings in excess of £100k in year 2 (possibly year 1)
- Mixture of working from home and their office(s) in Tiverton and/or Exeter
- Benefits to be discussed at interview
- Opportunity to join a family owned firm who look after their team
Taunton and North Somerset Coast
Financial Advisor in Bridgwater employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor in Bridgwater
✨Tip Number 1
Network with local professionals in the financial sector. Attend industry events or join relevant groups on social media to connect with potential colleagues and clients. This can help you gain insights into the local market and establish valuable relationships.
✨Tip Number 2
Research the company thoroughly. Understand their values, client approach, and recent developments. This knowledge will not only help you align your answers during interviews but also demonstrate your genuine interest in joining their team.
✨Tip Number 3
Prepare to discuss your client management strategies. Since the role involves handling a significant number of clients, be ready to share examples of how you've successfully built and maintained client relationships in the past.
✨Tip Number 4
Showcase your commitment to client satisfaction. Be prepared to discuss how you prioritise client needs and ensure their financial goals are met. This aligns with the company's core values and will make you a strong candidate.
We think you need these skills to ace Financial Advisor in Bridgwater
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Financial Advisor position. Familiarise yourself with the company's values, especially their focus on client satisfaction and retention.
Tailor Your CV: Customise your CV to highlight relevant experience as a Financial Adviser. Emphasise your qualifications, particularly your Diploma in Financial Planning, and any specific achievements that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client-focused financial advice. Mention how your values align with the company’s mission and provide examples of how you've successfully managed client relationships in the past.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for any spelling or grammatical errors, and ensure that all information is accurate and presented professionally.
How to prepare for a job interview at Premier Jobs UK Limited
✨Showcase Your Client-Centric Approach
Since the company values client satisfaction and retention, be prepared to discuss how you prioritise clients in your financial advice. Share specific examples of how you've gone above and beyond for clients in the past.
✨Demonstrate Your Qualifications
Make sure to highlight your Diploma in Financial Planning or equivalent qualifications during the interview. Be ready to discuss how your education has equipped you to handle various financial scenarios.
✨Discuss Your Experience with Diverse Clients
With the role involving a portfolio of 100-150 clients, it's important to convey your experience in managing diverse client needs. Prepare to share stories that illustrate your adaptability and understanding of different financial situations.
✨Align with Company Values
Research the company's history and values, especially their focus on client-first service. During the interview, express how your personal values align with theirs and how you can contribute to their continued growth and success.
