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- Tasks: Provide expert financial advice and build strong client relationships.
- Company: Growing independent financial advisory firm with a supportive culture.
- Benefits: Competitive salary, generous bonuses, company car, and 25 days holiday.
- Why this job: Make a real impact on clients' financial futures while enjoying flexible working arrangements.
- Qualifications: Level 4 Diploma in Financial Planning and 5+ years of experience required.
- Other info: Opportunity for professional growth and a £250 referral bonus.
Independent Financial Advisor
Increase your chances of reaching the interview stage by reading the complete job description and applying promptly.
Location: Hertfordshire
Contract: Permanent
Salary: £70,000 per annum basic + £30,000 OTE bonuses
Start Date: Flexible
Working Arrangements: Home-based, in-person client meetings
Contact: (url removed)
Job Description
Service Care Solutions are recruiting for an Independent Financial Advisor to join a directly authorised and growing independent financial advisory firm on a permanent basis. The IFA will focus on providing in-depth financial advice, client reviews, and portfolio management, while also identifying opportunities to develop new business through referrals and lead generation.
Key Responsibilities
Provide ongoing financial advice and reviews to an existing client bank.
Develop new business opportunities through client referrals, networking, and lead generation.
Conduct in-depth reviews to understand clients’ current and future financial goals.
Advise on pensions, savings, investments, protection, and wider financial planning needs.
Build and maintain strong long-term client relationships to ensure retention and growth.
Maintain up-to-date knowledge of financial products, compliance requirements, and market trends.Candidate Criteria
Full Level 4 Diploma in Financial Planning (or equivalent).
Minimum 5+ years’ experience as a Financial Advisor with CAS status.
Proven track record of growing a client bank through proactive business development.
Strong client-centric approach with a commitment to providing best advice.
Excellent interpersonal, communication, and relationship-building skills.
Professional, approachable, and IT-proficient with the ability to work independently.Additional Benefits:
Company car or car allowance.
Generous bonus structure.
Medical and life cover.
Personal pension contribution.
25 days holiday + bank holidays.If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed)
Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed
Independent Financial Advisor employer: Service Care Legal
Contact Detail:
Service Care Legal Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor
✨Tip Number 1
Get to know the company inside out! Research their values, services, and recent news. This will help you tailor your approach and show them you're genuinely interested in being part of their team.
✨Tip Number 2
Network like a pro! Attend industry events or connect with current employees on LinkedIn. Building relationships can lead to referrals and insider tips that might just give you the edge over other candidates.
✨Tip Number 3
Prepare for the interview by practising common questions and scenarios specific to financial advising. Think about how you can demonstrate your client-centric approach and your track record in business development.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Independent Financial Advisor
Some tips for your application 🫡
Read the Job Description Thoroughly: Before you start your application, take a good look at the job description. It’s packed with info about what we’re looking for in an Independent Financial Advisor, so make sure you understand the key responsibilities and candidate criteria.
Tailor Your CV and Cover Letter: When applying, don’t just send a generic CV. We want to see how your experience aligns with our needs. Highlight your relevant skills and achievements that showcase your ability to grow a client bank and provide top-notch financial advice.
Showcase Your Client-Centric Approach: We value a strong client-centric approach, so make sure to emphasise your interpersonal skills and relationship-building abilities in your application. Share examples of how you've maintained long-term client relationships and provided excellent service.
Apply Through Our Website: To make sure your application gets to us quickly, apply directly through our website. It’s the best way to ensure we see your application promptly and can get the ball rolling on your potential new role with us!
How to prepare for a job interview at Service Care Legal
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around pensions, investments, and compliance. Being able to discuss current market trends and how they affect clients will show that you're not just qualified but also genuinely interested in the field.
✨Showcase Your Client Relationships
Prepare examples of how you've built and maintained strong client relationships in the past. Highlight specific instances where your advice led to positive outcomes for clients, as this will demonstrate your client-centric approach and ability to grow a client bank.
✨Be Ready to Discuss Business Development
Since developing new business is key for this role, come prepared with strategies you've used in the past for lead generation and networking. Share any successful referral programmes or initiatives you've implemented to attract new clients.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your interest in the firm and its future. Inquire about their growth plans, the support they provide for professional development, or how they adapt to changes in the financial landscape. This shows you're thinking long-term!
