At a Glance
- Tasks: Build long-term relationships with clients and guide their financial planning journey.
- Company: Miller Knight, a family-owned financial planning firm focused on client relationships.
- Benefits: Competitive salary, generous pension contributions, 25 days holiday, and hybrid working.
- Other info: Opportunity for career growth and professional development in a modern practice.
- Why this job: Join a supportive team where you can truly make a difference in clients' lives.
- Qualifications: Level 4 Diploma qualified with a passion for helping people.
The predicted salary is between 49500 - 60500 £ per year.
A financial planning role where the clients really are waiting for you. Plenty of Adviser roles promise that you'll be given clients to look after. This one actually will. Miller Knight is looking for a Servicing IFA Adviser to join its established team and take responsibility for a group of existing clients – building genuine long-term relationships and helping them use their money to create the life they want. There is no requirement to bring a client bank with you and no expectation that you spend your time chasing new business. And your salary isn't dependent on how much revenue you generate. You'll be paid a good salary for doing a great job for your clients.
About Miller Knight
Miller Knight is an independent, family-owned lifestyle financial planning firm based in Lingfield, established in 2001. Their aim is a big one: to be the best company their clients interact with in their lives. That means financial planning here goes beyond products, pensions and investments. It's about understanding what someone wants from their life and helping them make the financial decisions that will get them there. It's a modern, close-knit practice where relationships, technical excellence and doing the right thing for clients matter.
The opportunity
You’ll gradually take responsibility for an existing group of clients and their ongoing financial planning needs. You’ll conduct planning meetings, review financial plans and cash-flow forecasts, advise on investment and withdrawal strategies and help clients make confident decisions from early saving through to estate and IHT planning. This could be a great move for an existing Adviser. But it could equally suit someone earlier in their career – perhaps from a strong paraplanning or technical background – who is ready to make the move into advice.
About you
You’ll need to be Level 4 Diploma qualified and have a strong grounding in financial planning. Ideally you’ll already have CAS, but don’t automatically rule yourself out if you haven’t. For the right person, there may be an opportunity to achieve this with Miller Knight. More importantly, you’ll genuinely enjoy working with people. You’ll be curious, thoughtful, technically capable and able to build the kind of relationships where clients trust you with the things that really matter. Miller Knight previously described this as wanting someone who will love our clients to death – and that probably still sums it up rather well.
What you’ll get
£50,000 – £65,000 salary, depending on experience and qualifications, with no fee-generation-related bonus targets. You’ll also receive a 5% employer pension contribution, rising to 12% after three years, death in service cover at 4x salary, 25 days' holiday, your birthday off and Christmas leave. The role is hybrid, with around three days a week in the Lingfield office.
Interested?
Miller Knight is partnering with Recruitment Rebellion to recruit for this role. Apply with your CV and we’ll take it from there. Please let us know if you need any adjustments.
Servicing IFA Adviser in Lingfield employer: Recruitment Rebellion
At de Lisle Financial Planning, we pride ourselves on being an excellent employer by offering a supportive work culture that fosters professional growth and development. Our Gloucestershire practice provides a unique opportunity for aspiring financial planners to gain hands-on experience while pursuing a fully funded Diploma, ensuring a rewarding career path with dedicated mentoring and a focus on building meaningful client relationships.
StudySmarter Expert Advice🤫
We think this is how you could land Servicing IFA Adviser in Lingfield
✨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.
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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.
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Don’t shy away from reaching out directly to firms like Recruitment Rebellion. 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 Servicing IFA Adviser in Lingfield
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 Recruitment Rebellion.
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 Recruitment Rebellion'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 Recruitment Rebellion
✨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 Recruitment Rebellion.
✨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 Recruitment Rebellion 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 Recruitment Rebellion 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.
