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- Tasks: Join a growing IFA firm and manage a £20m client bank.
- Company: A well-established financial planning firm with nearly 30 years of experience.
- Benefits: Flexible working options, including remote work and travel to meet clients.
- Why this job: Exciting opportunity to shape the future of a firm under new management.
- Qualifications: Must hold Level 4 Diploma in Financial Planning and be a current Financial Adviser.
- Other info: Open to both employed and self-employed arrangements.
The predicted salary is between 36000 - 60000 £ per year.
This Financial Adviser job provides the opportunity to join a growing IFA firm. They are seeking an experienced Financial Adviser to join their team to take over a client bank from a fellow Financial Advisor who is due to retire. Your aim is to establish excellent rapport and understand their current and future needs. Your priority is on retention of clients and identifying new business opportunities where possible. The client bank you will be taking over will be in the region of £20m with all clients having ongoing service agreements in place. The clients are spread across Surrey and Kent.
Alongside the acquired clients you will be taking over, our client is ideally seeking a Financial Adviser who can bring some clients or ways to generate clients. You will receive back office support from their support team consisting of Paraplanners and Administrators.
Financial Adviser Requirements- You must hold full Level 4 Diploma in Financial Planning or equivalent.
- You must be a current Financial Adviser, confident in taking over and retaining acquired clients.
- You should be able to bring/generate clients to supplement the clients provided.
This long established financial planning firm of nearly 30 years has recently undergone new management as a result of a recent acquisition. The new owners are looking to build on the strong foundations already laid out and develop the service offering to new and existing clients. Therefore, this is an exciting opportunity to join as they enter their next chapter.
Financial Adviser Benefits- Remuneration to be discussed at interview.
- Open to considering employed or self-employed options.
- Mixture of working location with travel to see clients, working from home and visits to their offices.
Surrey / Kent.
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor in Leatherhead
✨Tip Number 1
Network with other financial professionals in the Surrey and Kent areas. Attend local finance events or join relevant online forums to connect with potential clients and industry peers who can provide referrals.
✨Tip Number 2
Research the firm’s existing client base and tailor your approach to demonstrate how you can meet their specific needs. Highlight your experience in client retention and your strategies for identifying new business opportunities.
✨Tip Number 3
Prepare to discuss your previous successes in managing client portfolios and generating new business. Be ready to share specific examples that showcase your ability to build rapport and trust with clients.
✨Tip Number 4
Familiarise yourself with the latest financial regulations and trends affecting the industry. This knowledge will not only boost your confidence but also demonstrate your commitment to providing top-notch service to clients.
We think you need these skills to ace Financial Advisor in Leatherhead
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Financial Adviser in this specific firm. Familiarise yourself with their client base and the importance of client retention and new business generation.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience as a Financial Adviser, particularly any instances where you've successfully taken over client portfolios or generated new clients. This will demonstrate your capability to meet the firm's needs.
Showcase Your Qualifications: Clearly state your qualifications, especially your Level 4 Diploma in Financial Planning or equivalent. Include any additional certifications or training that may set you apart from other candidates.
Personalise Your Application: Tailor your cover letter to reflect your understanding of the firm's recent changes and how you can contribute to their growth. Mention your enthusiasm for joining a firm with a strong foundation and your vision for future client relationships.
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Client Bank
Familiarise yourself with the existing client bank you'll be taking over. Understand their needs, preferences, and any ongoing service agreements. This will help you build rapport quickly and demonstrate your commitment to their financial well-being.
✨Showcase Your Client Acquisition Skills
Be prepared to discuss your strategies for generating new clients. Highlight any previous successes in client acquisition and how you plan to supplement the existing client base. This will show your potential employer that you're proactive and can contribute to the firm's growth.
✨Demonstrate Your Expertise
Since a Level 4 Diploma in Financial Planning is required, ensure you can confidently discuss your qualifications and experience. Be ready to answer technical questions that may arise during the interview, showcasing your knowledge and expertise in financial advising.
✨Understand the Company’s Vision
Research the firm’s recent changes in management and their future goals. Being able to articulate how you align with their vision and how you can contribute to their next chapter will set you apart as a candidate who is genuinely interested in the role.
