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For Companies At a Glance
- 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.
- Why this job: Make a real difference in clients' lives while receiving exceptional support and resources.
- Qualifications: Must be Level 4 qualified in Financial Planning with a passion for client service.
- Other info: Ongoing lead generation and full admin support provided to help you succeed.
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
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. Building relationships can lead to referrals and insights about the role.
✨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 help you tailor your conversations and demonstrate your alignment with their philosophy during interviews.
✨Tip Number 3
Prepare to discuss your experience with holistic financial planning and how you've successfully managed client portfolios in the past. Be ready to share specific examples that highlight your ability to provide high-quality advice and build long-term client relationships.
✨Tip Number 4
Stay updated on current trends in investments, tax planning, and pensions. Being knowledgeable about recent changes in regulations or market conditions will not only boost your confidence but also impress potential employers during discussions.
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 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 experience with paraplanning support and lead generation, as these are key aspects of the role.
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. Discuss your approach to understanding their needs and providing tailored financial solutions.
✨Discuss Your Knowledge of Financial Products
Be ready to talk about your detailed knowledge of investments, tax planning, and Defined Contribution pensions. Prepare to answer technical questions that may arise during the interview to demonstrate your expertise.
✨Engage with the Interviewers
Engagement is key! Show your personality and connect with the interviewers by asking insightful questions about the firm’s culture and their approach to client service. This will help you stand out as a candidate who is genuinely interested in the role.
