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- Tasks: Provide holistic financial planning advice to a diverse client portfolio.
- Company: Join a well-known local IFA firm that prioritises client satisfaction.
- Benefits: Enjoy a competitive salary, comprehensive benefits, and unlimited bonuses.
- Why this job: Make a real difference in clients' lives while receiving exceptional support.
- 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 44000 - 66000 £ per year.
Up to £55k + Package + Paraplanning + Full client portfolio with on-going advice fees, £85k OTE.
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 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 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, a very comprehensive benefits package, and an unlimited 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. 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 during interviews, showing that you align with their philosophy.
✨Tip Number 3
Prepare to discuss your experience with holistic financial planning. Be ready to share examples of how you've successfully managed client portfolios and provided tailored advice, as this will demonstrate your capability to handle the responsibilities of the role.
✨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 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and qualifications required for the Independent Financial Advisor position. Tailor your application to highlight how your experience aligns with their needs.
Highlight Relevant Qualifications: Clearly state your Level 4 qualification in Financial Planning or Regulated Financial Planning. Emphasise any additional certifications or training that demonstrate your expertise in investments, tax planning, and pensions.
Showcase Your Client-Centric Approach: In your application, illustrate your genuine desire to provide high-quality advice and service. Use specific examples from your past experiences where you successfully built relationships with clients and met their financial needs.
Craft a Compelling Cover Letter: Write a personalised cover letter that reflects your understanding of the company's values and mission. Explain why you are a good fit for their team and how you can contribute to their client-first approach.
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.
✨Knowledge is Key
Brush up on your knowledge of investments, tax planning, and Defined Contribution pensions. Be ready to answer technical questions and demonstrate your expertise in these areas during the interview.
✨Engage with the Interviewers
Practice your communication skills to ensure you can connect with a wide array of audiences. Engage with the interviewers by asking insightful questions about the company's culture and how they support their advisors in achieving long-term goals.
