Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide holistic financial planning advice and build relationships with clients.
- Company: Reputable local IFA firm prioritising client service and personalised financial planning.
- Benefits: Attractive salary, comprehensive benefits, unlimited bonuses, and full support.
- Why this job: Join a supportive team and make a real difference in clients' financial lives.
- Qualifications: Experience in financial advising and strong relationship-building skills.
- Other info: Enjoy ongoing lead generation and excellent career growth opportunities.
The predicted salary is between 54000 - 84000 £ per year.
Basic Up to £75k + Package + Paraplanning + Full client portfolio with ongoing advice fees.
Resource Matters has been retained by this well-known local IFA firm to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring, you will provide holistic financial planning advice to a large portfolio of clients with substantial ongoing advice fees and will benefit from ongoing lead generation.
The Independent Financial Advisor will enjoy superb paraplanning support, a full client portfolio to build relationships with, and ongoing lead generation from the accountants. Our client distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to financial planning.
You can feel confident knowing that the company aligns with its clients’ best interests by using a simple and transparent fee structure and recognised European custodians. It’s the people that make the company flourish, and to help employees meet their long-term goals, they offer an attractive basic salary, a very comprehensive benefits package, and an unlimited bonus structure.
The Independent Financial Advisor role comes with full client support, all ongoing advice fees, full admin & paraplanning support, and full lead generation.
Your Qualifications for the Independent Financial Advisor role:
Independent Financial Advisor in England 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 England
✨Network Like a Pro
Get out there and connect with people in the industry! Attend local finance events, join relevant online forums, and don’t be shy about reaching out to potential clients or colleagues. Building relationships can lead to referrals and opportunities that you won’t find on job boards.
✨Showcase Your Expertise
Create a personal brand that highlights your skills and knowledge in financial advising. Share insights on social media, write articles, or even start a blog. This not only positions you as an expert but also attracts clients who resonate with your approach.
✨Leverage Existing Connections
Don’t forget about your current network! Reach out to former colleagues, friends, or acquaintances who might know of opportunities or can introduce you to decision-makers at firms. A warm introduction can make all the difference.
✨Apply Through Our Website
When you find a role that excites you, apply directly through our website. It shows initiative and gives us a chance to see your application first-hand. Plus, we love hearing from passionate candidates who are eager to join our team!
We think you need these skills to ace Independent Financial Advisor in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Independent Financial Advisor role. Highlight your holistic financial planning experience and any relevant qualifications to show us you’re the right fit.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about providing personalised financial advice and how you align with our client-first approach. Keep it engaging and professional.
Showcase Your Client Relationships: Since this role involves building relationships with a full client portfolio, share examples of how you've successfully managed client relationships in the past. We want to see your interpersonal skills in action!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get you on the path to joining our fantastic team!
How to prepare for a job interview at Resource Matters Ltd
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge. Understand the latest trends in the industry, and be ready to discuss how you can provide holistic advice to clients. Familiarise yourself with the company’s approach to client service and their fee structure.
✨Showcase Your Experience
Prepare to talk about your previous roles and how they’ve equipped you for this position. Highlight any experience you have with managing client portfolios and providing ongoing advice. Use specific examples to demonstrate your success in building relationships and generating leads.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions that show your interest in the firm’s values and how they support their advisors. Inquire about the paraplanning support and lead generation processes to show you’re keen on making the most of the resources available.
✨Be Personable
Since this role is all about building relationships, let your personality shine through. Be friendly and approachable during the interview. Show that you understand the importance of putting clients first and how you can contribute to the company culture.