At a Glance
- Tasks: Advise clients on investments and build long-term relationships while managing your own business.
- Company: Join a reputable name in the financial services sector with full support for your independence.
- Benefits: Enjoy flexible working options, either remotely or from our Mayfair office.
- Other info: Ideal for those who thrive on independence and are eager to grow their client base.
- Why this job: Embrace the freedom of self-employment while focusing on your passion for financial advising.
- Qualifications: Must hold Advanced Diploma in Financial Planning or equivalent and have FCA Approved Wealth Manager experience.
The predicted salary is between 36000 - 60000 £ per year.
Top reasons to work as a Self-Employed IFA for this client:
- Salary Negotiable; Self-Employed
- Choose to work remotely or enjoy working from Mayfair office in London.
- Join an established name in the financial services sector, which offers you full support.
- Focus on your passion of being an IFA and let the compliance/admin be taken care of.
- Opportunity would suit an IFA who wants to generate business and be independent.
- Enjoy the flexibility that being self-employed brings you using the whole market.
- Advise clients on personal pension, ISA, GIA, Bond investments & retirement.
- Focus on long term trusted client relationships working with a diverse portfolio of clients.
Expected Qualifications, Skills & Experience:
- Hold the Advanced Diploma in Financial Planning or ACII qualifications or equivalent.
- Proven experience as a FCA Approved Wealth Manager.
- Working knowledge of FCA and HMRC regulations.
- Experienced working with high profile clients.
- Negotiation and presentation skills.
- Analytical and investment skills.
- Happy to hunt new business.
StudySmarter Expert Advice🤫
We think this is how you could land Self-Employed Independent Financial Advisor, IFA in London
✨Tap into Online Freelance Networks
Jump onto platforms like Upwork or Freelancer where finance and accounting gigs pop up all the time. Build a strong profile that showcases your financial controlling expertise, and don’t hesitate to apply for projects that fit your skillset.
✨Connect with Finance Communities
Join finance-specific groups on LinkedIn or forums like Finance Club. Engage in discussions and share insights to get noticed. This can lead to word-of-mouth recommendations and direct job leads from fellow finance professionals.
✨Show Off Your Knowledge
Create a public portfolio showcasing your projects or case studies related to financial controlling. Consider writing articles or blogs about finance trends or strategies, which can help establish your credibility and attract new clients.
✨Leverage Local Meetups
Keep an eye out for finance meetups or workshops in your area. They’re perfect for networking and can often lead to freelance opportunities. Plus, having that face-to-face connection can set you apart from the competition when clients are choosing who to hire.
We think you need these skills to ace Self-Employed Independent Financial Advisor, IFA in London
Some tips for your application 🫡
Show off your qualifications:In financial controlling, it's essential to highlight your relevant qualifications. Make sure to include any certifications like ACCA or CIMA in your CV, as they particularly catch the eye of hiring managers in this field. It's all about showcasing your expertise!
Portfolio of projects:As a freelancer, your portfolio is your best friend. Include case studies or summaries of past financial projects you've worked on. Clearly outline the challenges you faced, the solutions you implemented, and the outcomes. This not only showcases your skills but also proves your value to potential clients like Recruitment Resolution.
Be clear about your rates:When applying for freelance gigs, it's wise to be upfront about your rates in your application. Clearly stating your hourly or project-based fees can save both you and Recruitment Resolution time down the line. It shows you’re professional and ready to jump into negotiations.
Personalise your application:Don’t just send a generic application to Recruitment Resolution. Tailor your cover letter to include specific examples of how your skills in financial controlling align with their needs. Mention any software tools you're proficient with, like ERP systems or financial modelling tools, that are relevant to the role.
How to prepare for a job interview at Recruitment Resolution
✨Showcase Your Analytical Skills
In financial controlling, your ability to analyse data is vital. Make sure we highlight specific examples from your previous work where you've utilised analytical tools like Excel or specific forecasting software. The interviewers at Recruitment Resolution will want to see your numbers dance!
✨Prepare to Discuss Financial Strategies
Expect questions around how you approach financial strategy development. Have a few examples of successful strategies you've implemented in the past, as these can demonstrate your value to Recruitment Resolution. We should also think about discussing risk management, as it'll show you're thinking ahead.
✨Tailor Your Portfolio for Freelance Success
As a freelancer, your portfolio is your calling card! Let’s make sure it’s packed with case studies that showcase your financial projects, perhaps including any forecasting or budgeting you’ve done for diverse clients. Highlighting your versatility will be key to impressing Recruitment Resolution.
✨Pitch Your Services Confidently
When working as a freelancer, be prepared to discuss not just your experience but also your rates and value proposition. We need to have a clear idea of how your skills will fit into Recruitment Resolution's needs. Confidence in pitching your worth can go a long way!
