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For Companies At a Glance
- Tasks: Manage client portfolios and provide expert financial advice to grow wealth.
- Company: Leading recruitment firm with a focus on client success.
- Benefits: Up to £65,000 salary plus performance bonuses and career growth.
- Why this job: Make a real difference in clients' financial futures while advancing your career.
- Qualifications: Must have FCA qualifications and strong financial planning skills.
- Other info: Join a dynamic team dedicated to excellence in financial advising.
The predicted salary is between 46800 - 78000 £ per year.
A leading recruitment firm is seeking an experienced Independent Financial Adviser to provide independent financial planning and investment advice to clients. This full-time office-based role offers up to £65,000 as a basic salary, alongside a performance-related bonus structure. Ideal candidates will have a Statement of Professional Standing and relevant FCA qualifications.
Responsibilities include:
- Client portfolio management
- Compliance with FCA rules
- Developing new business opportunities
The role demands excellent financial planning skills and a strong ability to communicate effectively.
Independent Financial Adviser: Grow Portfolios & Client Wealth employer: SelectStaff Recruitment
Contact Detail:
SelectStaff Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser: Grow Portfolios & Client Wealth
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisers and industry professionals. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Practice your pitch! You’ll want to be able to clearly communicate your value as an Independent Financial Adviser. Role-play with friends or family, and make sure you can confidently explain how you can help clients grow their portfolios and wealth.
✨Tip Number 3
Stay updated on market trends and regulations. The financial world is always changing, and being knowledgeable will set you apart from the competition. We recommend subscribing to industry newsletters or following relevant blogs to keep your skills sharp.
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to showcase your skills and experience. Plus, we’re always on the lookout for talented individuals like you to join our team!
We think you need these skills to ace Independent Financial Adviser: Grow Portfolios & Client Wealth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to highlight your experience as an Independent Financial Adviser. Focus on your financial planning skills and any relevant FCA qualifications you have. We want to see how you can grow portfolios and client wealth!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your experience in client portfolio management and how you comply with FCA rules. Let us know how you can develop new business opportunities!
Showcase Your Communication Skills: Since effective communication is key in this role, make sure to demonstrate your ability to convey complex financial concepts clearly in your application. We love candidates who can connect with clients and make financial planning accessible!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better. Don’t miss out on this opportunity to join our team!
How to prepare for a job interview at SelectStaff Recruitment
✨Know Your Financial Stuff
Make sure you brush up on your financial planning and investment knowledge. Be ready to discuss specific strategies you've used in the past to grow client portfolios and how you ensure compliance with FCA rules.
✨Showcase Your Communication Skills
Since effective communication is key in this role, practice explaining complex financial concepts in simple terms. You might even want to prepare a few examples of how you've successfully communicated with clients in the past.
✨Demonstrate Your Business Development Acumen
Think about ways you've developed new business opportunities before. Be prepared to share specific examples of how you've attracted new clients or expanded existing relationships, as this will show your proactive approach.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare insightful questions about their firm’s approach to client wealth management and how they support their advisers. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
