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- Tasks: Join a growing IFA firm as a Financial Adviser, onboarding and retaining clients.
- Company: Be part of a dynamic firm actively expanding through acquisitions.
- Benefits: Enjoy a competitive salary, bonus structure, and flexible working options.
- Why this job: Build strong client relationships while contributing to business growth in a supportive environment.
- Qualifications: Must hold Level 4 Diploma in Financial Planning and be an experienced Financial Adviser.
- Other info: Expect some travel during the integration phase; self-employed options available.
The predicted salary is between 36000 - 60000 £ per year.
This Financial Adviser job provides opportunity to join a growing IFA firm, actively undertaking acquisitions. They are seeking an experienced Financial Adviser to join their team to onboard and takeover recently acquired clients and help the business grow.
The business has undertaken two acquisitions recently and are ready to go through the handover process with you. Your aim is to establish excellent rapport and understand their current and future needs. Your priority is on retention of client and identifying new business opportunities where possible.
The first client meetings will be in-person to enable you to build the strongest rapport, thereafter it will typically alternate between in-person and remote meetings.
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You must hold full Level 4 Diploma in Financial Planning or equivalent
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You must be a current Financial Adviser, confident in taking over and retaining acquired clients
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You should be able to bring / generate circa £5m+ of FuM
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This role will involve a reasonable level of travelling during the early, integration phase, which you should be comfortable with
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Salary in the region of £60,000 (+/-) with bonus structure
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The business is currently developing the remuneration, but would be happy to include mileage reimbursement at good rates or car allowance
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Alternatively, happy to consider self-employed option
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Mixture of working location with travel to see clients, working from home and visits to their offices
Financial Advisor employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Make sure to highlight your experience in client retention and relationship building during your conversations. Since this role emphasizes establishing rapport with clients, showcasing your interpersonal skills will be crucial.
✨Tip Number 2
Prepare to discuss your strategies for identifying new business opportunities. The firm is looking for someone who can not only retain clients but also grow the business, so having a clear plan will set you apart.
✨Tip Number 3
Be ready to demonstrate your understanding of the financial planning landscape, especially regarding the recent acquisitions. Showing that you are informed about the firm's growth strategy will reflect your commitment and interest in the position.
✨Tip Number 4
Since the role involves a reasonable level of travel, express your comfort and flexibility with this aspect. Sharing past experiences where you've successfully managed travel while maintaining client relationships can strengthen your application.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Adviser, particularly any relevant achievements in client retention and business development. Emphasize your Level 4 Diploma in Financial Planning and any other qualifications that set you apart.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss your experience with onboarding clients and how you plan to establish rapport with the recently acquired clients. Mention your ability to generate significant funds under management.
Showcase Your Client Management Skills: Provide specific examples of how you've successfully managed client relationships in the past. Highlight your strategies for client retention and any innovative approaches you've used to identify new business opportunities.
Prepare for Interviews: If invited for an interview, be ready to discuss your approach to client meetings, both in-person and remote. Prepare to talk about your travel experience and how you manage your time effectively while balancing client needs and business growth.
How to prepare for a job interview at Premier Jobs UK
✨Showcase Your Client Relationship Skills
Since the role emphasizes establishing rapport with clients, be prepared to discuss your previous experiences in building and maintaining client relationships. Share specific examples of how you've successfully onboarded clients and addressed their needs.
✨Demonstrate Your Financial Acumen
Make sure to highlight your qualifications, especially your Level 4 Diploma in Financial Planning. Be ready to discuss your understanding of financial products and how you can leverage this knowledge to benefit the firm's clients.
✨Prepare for Travel Discussions
Given that the role involves a reasonable level of travel, express your comfort with this aspect during the interview. Discuss any relevant experiences you have had with client meetings that required travel, emphasizing your adaptability.
✨Identify Growth Opportunities
The company is looking for someone who can identify new business opportunities. Come prepared with ideas on how you could potentially grow the client base or enhance services offered to existing clients, showcasing your proactive approach.
