At a Glance
- Tasks: Provide tailored financial advice to a diverse client base across Warwickshire.
- Company: Independent Financial Advisers with a focus on effective and tax-efficient solutions.
- Benefits: Car allowance, employer pension, bonus potential, and generous holiday entitlement.
- Other info: Enjoy flexibility and independence in a modern advisory role.
- Why this job: Join a supportive team and take ownership of an established client bank.
- Qualifications: Chartered-track status and experience in face-to-face financial advising.
The predicted salary is between 60000 - 80000 € per year.
We are a firm of Independent Financial Advisers based in Market Harborough, dedicated to providing clear, effective and tax-efficient solutions in all areas of financial planning. Our two principal advisers are Chartered Members of the CISI and Chartered Associates of the London Institute of Banking & Finance.
A long-standing RMI Adviser is retiring, and we are looking for a Chartered-track Financial Adviser to take on his existing client bank - circa 100+ clients based in and around Warwickshire.
You will be paired with the retiring adviser through to October 2027, joining him on client visits across the region so every relationship is handed over personally. After an initial training period at our Market Harborough head office, the role becomes predominantly field-based with the freedom and flexibility you would expect from a modern, independent firm.
- Take ownership of a mature client bank of 100+ individuals, families and business owners across Warwickshire and the wider Midlands
- Shadow the retiring adviser on review meetings until full handover in late 2027
- Deliver bespoke, holistic financial planning - pensions, retirement, investments, IHT, protection
- Use the freedom of true independence: whole-of-market product choice and flexible charging
- Living in or near Rugby (or willing to relocate) so you can serve the Warwickshire client base efficiently
- Background with a larger firm - you appreciate having more freedom around investment choice, flexible charging and modern tools
- Confident with face-to-face advice and remote/phone reviews in equal measure
- Full UK driving licence and own vehicle (car allowance provided)
- Approachable, credible and genuinely interested in long-term client relationships
Car allowance £400 per month ~ Employer pension 5% ~ Bonus 40% of earnings over 4× salary ~ 25 Days plus bank holidays
Independent Financial Advisor in Rugby employer: RMI Independent Financial Advisers
As an Independent Financial Adviser firm based in Market Harborough, we pride ourselves on fostering a supportive and dynamic work culture that prioritises employee growth and client relationships. With the unique opportunity to inherit a mature client bank and receive mentorship from seasoned Chartered Advisers, you will enjoy the flexibility of a hybrid role while benefiting from competitive remuneration, including a generous car allowance and bonus structure. Our commitment to independence ensures you have the freedom to provide tailored financial solutions, making this an ideal environment for those seeking meaningful and rewarding employment.
Contact Detail:
RMI Independent Financial Advisers Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial Advisor in Rugby
✨Network Like a Pro
Get out there and meet people! Attend local financial events, join relevant groups, and connect with other professionals in the industry. 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 host webinars. This not only positions you as an expert but also attracts potential clients and employers.
✨Leverage Informational Interviews
Reach out to current or former advisers in the field for a chat. Ask about their experiences and seek advice on breaking into the industry. This can provide valuable insights and may even lead to job opportunities down the line.
✨Apply Directly Through Us
Don't forget to check our website for openings! Applying directly through our platform not only shows your interest but also gives you a better chance of standing out. We love seeing proactive candidates who take the initiative!
We think you need these skills to ace Independent Financial Advisor in Rugby
Some tips for your application 🫡
Show Your Passion for Financial Advice:When writing your application, let us see your enthusiasm for financial planning. Share why you love helping clients achieve their financial goals and how you can bring that passion to our team.
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your relevant experience in financial advising. We want to see how your background aligns with the role and how you can take ownership of our existing client bank.
Be Clear and Concise:Keep your application straightforward and to the point. Use clear language to describe your skills and experiences, making it easy for us to see why you’re a great fit for the position.
Apply Through Our Website:We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity with our independent firm.
How to prepare for a job interview at RMI Independent Financial Advisers
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge, especially around pensions, investments, and tax-efficient solutions. The interviewers will want to see that you can deliver bespoke financial planning, so be ready to discuss your approach and any relevant experiences.
✨Showcase Your Client Relationship Skills
Since this role involves taking over a mature client bank, it's crucial to demonstrate your ability to build and maintain long-term relationships. Prepare examples of how you've successfully managed client relationships in the past, highlighting your approachable and credible nature.
✨Be Ready for Role-Playing Scenarios
Expect some role-playing during the interview where you might have to conduct a mock client meeting. Practice how you would handle different client scenarios, focusing on your face-to-face advice skills and how you can adapt to remote or phone reviews.
✨Understand the Company Culture
Research the firm’s values and culture, especially their commitment to independence and flexibility. Be prepared to discuss how your background with larger firms has shaped your appreciation for these aspects, and how you plan to leverage them in your new role.
