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- Tasks: Inherit client books and provide expert financial advice while growing your portfolio.
- Company: Join a well-established national Independent Financial Advisor during an exciting growth phase.
- Benefits: Enjoy a competitive salary, hybrid working, and dedicated paraplanning support.
- Other info: Employed role with excellent career development opportunities in a supportive environment.
- Why this job: Make a real impact by helping clients achieve their financial goals with strong support.
- Qualifications: Must be CAS / Level 4 qualified with experience in IFA or restricted advice.
The predicted salary is between 50000 - 65000 £ per year.
Join a well-established national IFA at an exciting time of growth. You will inherit existing client books from day one, giving you a strong platform to build on without taking focus away from your commercial growth targets. You will also benefit from dedicated paraplanning support and a hybrid working arrangement.
We are looking for CAS / Level 4 qualified Financial Planners from an IFA or restricted advice model, who can confidently service and grow an existing client book supported by strong paraplanning resource.
This is an employed opportunity with a directly authorised IFA, offering a competitive basic salary (negotiable depending on experience) and the backing of a national business.
Independent Financial Advisor in Chorley employer: Resource Matters Ltd
Contact Detail:
Resource Matters Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor in Chorley
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Tailor your answers to show how your experience aligns with their values and goals. We want you to shine, so practice common interview questions too!
✨Tip Number 3
Showcase your expertise! Bring along examples of your past successes in managing client portfolios and growing business. This will help demonstrate your value right from the get-go.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Independent Financial Advisor in Chorley
Some tips for your application 🫡
Read the Job Description Carefully: Before you start your application, make sure to read through the job description thoroughly. We want to see that you understand what we're looking for in an Independent Financial Advisor and how you can fit into our exciting growth phase.
Tailor Your CV: When crafting your CV, highlight your CAS / Level 4 qualifications and any relevant experience in servicing and growing client books. We love seeing how your background aligns with our needs, so don’t hold back on showcasing your skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role and how you can contribute to our team. We appreciate a personal touch, so feel free to share your passion for financial planning and client service.
Apply Through Our Website: Once you're happy with your application, make sure to hit that apply button on our website. It’s the easiest way for us to receive your details and get the ball rolling on your journey with us!
How to prepare for a job interview at Resource Matters Ltd
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around the IFA sector. Be prepared to discuss your experience with client books and how you've successfully managed them in the past.
✨Showcase Your Qualifications
Since they're looking for CAS / Level 4 qualified Financial Planners, highlight your qualifications early on. Discuss how your training has equipped you to handle client needs effectively and how it aligns with their expectations.
✨Demonstrate Your Growth Mindset
Talk about your strategies for growing client relationships and achieving commercial targets. Share specific examples of how you've expanded your client base or improved service delivery in previous roles.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company's growth plans and how they support their advisors. This shows you're genuinely interested in the role and helps you assess if it's the right fit for you.