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- Tasks: Manage client relationships and provide expert financial advice.
- Company: Reputable financial planning firm in Exeter with a focus on growth.
- Benefits: Client inheritance from day one, career growth, and equity opportunities.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Over 3 years of advising experience and strong knowledge of financial planning.
- Other info: Flexible onsite presence with excellent career advancement potential.
The predicted salary is between 36000 - 60000 £ per year.
A financial planning firm in Exeter is looking for an experienced Independent Financial Advisor (IFA) to join their team. This position allows for client inheritance from the start, emphasizing the importance of managing client relationships.
Candidates must have more than 3 years of advising experience and a strong knowledge of financial planning, particularly regarding trusts. The firm promotes career growth and offers equity possibilities while preferring an onsite presence with some flexibility for suitable candidates.
Independent Financial Advisor: Inherit Clients, Growth & Equity in Exeter employer: Synchronicity Group
Contact Detail:
Synchronicity Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor: Inherit Clients, Growth & Equity in Exeter
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Attend industry events or local meetups in Exeter to meet potential clients and colleagues. Remember, personal relationships can lead to client inheritance opportunities!
✨Tip Number 2
Showcase your expertise! Create a strong online presence by sharing insights on financial planning, especially around trusts. Use platforms like LinkedIn to engage with others in the field and demonstrate your knowledge – it’ll make you stand out when applying through our website.
✨Tip Number 3
Prepare for interviews by practising common questions specific to financial advising. Be ready to discuss your experience with client management and how you can contribute to the firm's growth. We want to see your passion for helping clients achieve their financial goals!
✨Tip Number 4
Don’t forget to follow up! After an interview, send a thank-you email expressing your appreciation for the opportunity. It shows professionalism and keeps you fresh in their minds as they consider candidates for the role.
We think you need these skills to ace Independent Financial Advisor: Inherit Clients, Growth & Equity in Exeter
Some tips for your application 🫡
Show Off Your Experience: Make sure to highlight your advising experience in your application. We want to see how your background aligns with the role, especially your knowledge of financial planning and trusts.
Client Relationships Matter: Since managing client relationships is key for us, share examples of how you've successfully built and maintained these connections in your previous roles. It’ll show us you’re the right fit!
Tailor Your Application: Don’t just send a generic application! Tailor your CV and cover letter to reflect the specific requirements of the Independent Financial Advisor role. We love seeing candidates who take the time to personalise their applications.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Synchronicity Group
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge, especially around trusts. The firm is looking for someone with solid experience, so be ready to discuss specific cases where you've successfully managed client relationships and provided sound advice.
✨Showcase Your Client Management Skills
Since this role involves inheriting clients, it's crucial to demonstrate your ability to build and maintain strong relationships. Prepare examples of how you've nurtured client connections in the past and how you plan to continue that with new clients.
✨Understand Their Culture
Research the firm's values and culture. They emphasise career growth and equity opportunities, so think about how your personal goals align with theirs. Be ready to discuss how you can contribute to their team dynamic and long-term success.
✨Be Ready for Flexibility Talks
While they prefer an onsite presence, there's some flexibility for the right candidate. Think about how you can balance your work style with their expectations. Be prepared to discuss your ideal working conditions and how you can still deliver results while being flexible.
