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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 a supportive team environment.
- Why this job: Make a real impact on clients' lives while growing your career in finance.
- Qualifications: Must be Diploma qualified in Financial Planning with some advisory experience.
- Other info: Regular office presence required for client meetings in Tiverton.
The predicted salary is between 36000 - 60000 £ per year.
This employed, Independent Financial Adviser job covering Tiverton, Taunton and Wellington provides opportunity to join a boutique, IFA firm due to continued growth across the business.
You will be provided with approximately 200 clients, generating around £50m - £60m. 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.
- Mixture of working from home and their office(s) in Tiverton and/or Exeter - although please note most clients attend their office in Tiverton for their face-to-face reviews, so you will need to be present in the office regularly for these.
- Benefits to be discussed at interview.
- Opportunity to join a family owned firm who look after their team.
Tiverton, Taunton and Wellington.
Independent Financial Advisor employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor
✨Tip Number 1
Network with local professionals in the financial sector. Attend industry events or seminars in Tiverton, Taunton, and Wellington to meet potential clients and colleagues. Building relationships can lead to referrals and insights about the firm.
✨Tip Number 2
Familiarise yourself with the specific values and client satisfaction strategies of the firm. Understanding their approach will help you align your discussions and demonstrate that you share their commitment to putting clients first.
✨Tip Number 3
Prepare to discuss your previous experience and how it relates to managing a portfolio of clients. Highlight any successful strategies you've implemented in the past that resulted in client retention and satisfaction.
✨Tip Number 4
Be ready to showcase your qualifications and ongoing professional development. Discuss any additional certifications or training you are pursuing that would enhance your ability to provide top-notch financial advice.
We think you need these skills to ace Independent Financial Advisor
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the key responsibilities and requirements for the Independent Financial Advisor position. Tailor your application to highlight how your skills and experience align with these expectations.
Highlight Relevant Qualifications: Make sure to emphasise your Diploma in Financial Planning or equivalent qualifications in your CV and cover letter. Mention any relevant experience you have as a Financial Adviser, showcasing your ability to put clients first.
Showcase Client-Centric Values: In your application, demonstrate your commitment to client satisfaction and retention. Provide examples of how you have successfully built relationships with clients and contributed to their financial well-being.
Craft a Compelling Cover Letter: Write a personalised cover letter that reflects your enthusiasm for the role and the company. Discuss why you want to join this particular firm and how you can contribute to their continued growth and success.
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
Ensure you 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
The role involves managing a significant portfolio of clients. Talk about your previous experience with different client profiles and how you tailored your advice to meet their unique needs.
✨Prepare Questions About Team Support
Since you'll be supported by Paraplanners and Administrators, ask questions about how this collaboration works. This shows your interest in teamwork and your understanding of the importance of support in delivering excellent client service.
