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- Tasks: Provide holistic financial planning advice to a diverse client portfolio.
- Company: Join a well-known IFA firm that prioritises client satisfaction and personalised service.
- Benefits: Enjoy a competitive salary, comprehensive benefits, and unlimited bonus potential.
- Other info: Ongoing lead generation and full admin support provided to help you succeed.
- Why this job: Make a real difference in clients' lives while receiving exceptional support and resources.
- Qualifications: Must be Level 4 qualified with a passion for delivering high-quality financial advice.
The predicted salary is between 43200 - 72000 £ per year.
Job Description
Basic Up to £60k + Package + Paraplanning + Full client portfolio with on-going advice fees
Resource Matters have 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 on-going advice fees and you will benefit from ongoing lead generation. The Independent Financial Advisor will enjoy, superb paraplanning support, a full client portfolio to build relationships with and on-going lead generationfrom 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 align with their client's 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 their employees meet their long-term goals, they offer an attractive basic salary, very comprehensive benefits package and an un-limited bonus structure.
The Independent Financial Advisor role comes with full client support, all on-going advice fees, full admin & Paraplanning support and full lead generation.
Your Qualifications for the Independent Financial Advisor role:
- Level 4 qualified – Diploma in Financial Planning/Regulated Financial Planning
- Genuine desire to provide a high standard of advice and service to clients
- You are engaging and can connect with a wide array of audiences
- Detailed knowledge of Investments, tax planning and Defined Contribution pensions.
Apply today to be a part of a team environment where you make a real difference. Quote reference RH 96143
Independent Financial Advisor 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
✨Tip Number 1
Network with professionals in the financial services industry. Attend local finance events or join relevant online forums to connect with other Independent Financial Advisors and potential clients. This can help you gain insights into the role and may even lead to referrals.
✨Tip Number 2
Familiarise yourself with the specific services and values of the IFA firm you're applying to. Understanding their client-first approach and transparent fee structure will allow you to tailor your conversations and demonstrate how your values align with theirs during interviews.
✨Tip Number 3
Prepare to discuss your previous experience in providing holistic financial planning advice. Be ready to share specific examples of how you've successfully managed client portfolios and built long-term relationships, as this will showcase your suitability for the role.
✨Tip Number 4
Stay updated on current trends in investments, tax planning, and pensions. Being knowledgeable about the latest developments in these areas will not only boost your confidence but also impress potential employers during discussions about your expertise.
We think you need these skills to ace Independent Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 qualification and relevant experience in financial planning. Emphasise your ability to provide high-quality advice and service, as well as your knowledge of investments, tax planning, and pensions.
Craft a Compelling Cover Letter: In your cover letter, express your genuine desire to help clients and how you align with the company's client-first approach. Mention your experience with holistic financial planning and your ability to build strong client relationships.
Showcase Your Skills: Include specific examples of how you've successfully provided financial advice in the past. Highlight any achievements or recognitions that demonstrate your expertise and commitment to client satisfaction.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial advisory field.
How to prepare for a job interview at Resource Matters Ltd
✨Showcase Your Qualifications
Make sure to highlight your Level 4 qualification and any relevant experience in financial planning. Be prepared to discuss how your qualifications have equipped you to provide high-quality advice and service to clients.
✨Demonstrate Client-Centric Approach
Since the company prides itself on putting clients first, share examples of how you've successfully built relationships with clients in the past. Emphasise your commitment to understanding their needs and providing tailored solutions.
✨Discuss Your Knowledge of Financial Products
Be ready to talk about your detailed knowledge of investments, tax planning, and Defined Contribution pensions. This will show that you are well-versed in the areas that matter most to the role and can provide valuable insights.
✨Prepare Questions About the Company
Research the firm and prepare thoughtful questions about their approach to financial planning and client service. This demonstrates your genuine interest in the company and helps you assess if it's the right fit for you.