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- Tasks: Provide holistic financial planning advice and build client relationships.
- Company: Join a well-known IFA firm that prioritises clients and personalised service.
- Benefits: Enjoy a competitive salary, comprehensive benefits, and unlimited bonus potential.
- Why this job: Be part of a supportive team making a real difference in clients' lives.
- Qualifications: Must be Level 4 qualified in Financial Planning with a passion for client service.
- Other info: Full admin and paraplanning support provided, along with ongoing lead generation.
The predicted salary is between 43200 - 72000 £ per year.
Up to £60k + Package + Paraplanning + Full Lead Generation + 40% Bonus paid with no Validation.
Resource Matters have been retained by this well-known 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 and 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 local lead introducers.
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 their 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 their 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:
- 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-related events or join online forums to connect with other Independent Financial Advisors. This can help you gain insights into the role and potentially get referrals.
✨Tip Number 2
Research the company thoroughly. Understand their values, client approach, and the specific services they offer. Tailoring your conversations during interviews to reflect this knowledge can demonstrate your genuine interest in joining their team.
✨Tip Number 3
Prepare to discuss your previous client experiences and how you've successfully managed portfolios. Highlight your ability to build relationships and provide personalised advice, as this aligns with the company's client-first philosophy.
✨Tip Number 4
Showcase your commitment to ongoing professional development. Mention any additional qualifications or training you are pursuing that will enhance your skills as an Independent Financial Advisor, as this reflects your dedication to providing high-quality service.
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 and tax planning.
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 lead generation and paraplanning support to demonstrate your fit for the role.
Showcase Your Achievements: Include specific examples of how you've successfully managed client portfolios or improved client satisfaction in previous roles. This will help illustrate your capability and commitment to providing exceptional service.
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.
✨Engage with the Interviewers
Engagement is key! Make an effort to connect with the interviewers by asking insightful questions about the company’s approach to client service and lead generation. This demonstrates your genuine interest in the role and the firm.
