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For Companies At a Glance
- Tasks: Join our advisory team to provide tailored financial planning services and nurture client relationships.
- Company: A leading IFA firm in Chester, dedicated to high-quality financial planning and employee wellbeing.
- Benefits: Enjoy 25 days holiday, a competitive salary, bonuses, and an excellent pension scheme.
- Why this job: This role offers growth opportunities with existing clients and a supportive team culture.
- Qualifications: Proven success as an IFA, strong communication skills, and relevant financial certifications required.
- Other info: We welcome applications from diverse backgrounds and offer a confidential discussion about your career.
The predicted salary is between 36000 - 60000 £ per year.
Eventus Recruitment are working with a well-established IFA Practice based near Chester, Cheshire, who are seeking to recruit an additional IFA / Financial Planner to join their advisory team. The team prides themselves on understanding clients' unique needs and delivering tailored solutions. They are known for their commitment to delivering high-quality services and building enduring client relationships.
Role responsibilities
- As an IFA / Financial Planner you will have access to, and be servicing an existing client bank, whilst also developing a significant book of clients of your own.
- All leads are provided and average client investment value is approximately £400K.
- Cultivating and nurturing strong client relationships, with a focus on providing top-notch financial planning services.
- Working collaboratively to identify opportunities for financial planning services.
- Developing and implementing customised financial plans tailored to each client's unique objectives and requirements.
- Staying updated on industry trends and regulatory changes to offer the best possible financial advice.
- Meeting and exceeding targets and performance metrics.
Person specification
- Proven track record as a successful IFA / Financial Planner.
- Proactive and keen to attend lots of appointments.
- Hunger to close business.
- Exceptional interpersonal and communication skills.
- Demonstrated ability to understand and address clients' financial needs.
- Relevant financial planning certifications and licenses.
- Strong sales and negotiation abilities.
Benefits and rewards
The salary for this position is competitive and flexible. Benefits include 25 days holiday + Bank holidays, Group Life Scheme, DIS, lucrative bonus and an excellent pension scheme.
If you are an ambitious and skilled IFA / Financial Planner looking for an exciting opportunity to advance your career with a reputable firm that values client satisfaction and long-term relationships, we encourage you to apply.
About the company
A leading Financial Planning / IFA Firm in Chester, Cheshire offering a complete range of independent Financial Planning offerings. The company shows a keen interest in the wellbeing of employees and offers excellent working conditions.
Next Steps
Apply now if your skills and experience align with this Financial Planner / IFA job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at Eventus Recruitment for a confidential discussion.
If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career.
IFA employer: The Eventus Recruitment Group
Contact Detail:
The Eventus Recruitment Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who are already working as IFAs. Attend local finance-related events or seminars to meet potential colleagues and clients, which can help you gain insights into the role and the company culture.
✨Tip Number 2
Familiarise yourself with the specific services and client base of the IFA practice you're applying to. Understanding their unique approach to financial planning will allow you to tailor your conversations and demonstrate how you can contribute to their existing client relationships.
✨Tip Number 3
Prepare to discuss your previous successes in client relationship management and financial planning during interviews. Have specific examples ready that showcase your ability to understand and address clients' financial needs effectively.
✨Tip Number 4
Stay updated on the latest trends and regulatory changes in the financial planning sector. Being knowledgeable about current events will not only boost your confidence but also show your commitment to providing high-quality advice to clients.
We think you need these skills to ace IFA
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as an IFA or Financial Planner. Focus on your track record of client relationship management and any relevant certifications you hold.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific reasons why you want to join their team and how your skills align with their needs.
Showcase Your Client Management Skills: Provide examples in your application that demonstrate your ability to cultivate strong client relationships and deliver tailored financial solutions. This will show that you understand the importance of client satisfaction.
Highlight Industry Knowledge: Mention any recent training or knowledge you have regarding industry trends and regulatory changes. This shows that you are proactive and committed to providing the best financial advice.
How to prepare for a job interview at The Eventus Recruitment Group
✨Showcase Your Client Relationship Skills
Since the role focuses heavily on building strong client relationships, be prepared to discuss your past experiences in nurturing client connections. Share specific examples of how you've successfully managed client expectations and delivered tailored financial solutions.
✨Demonstrate Industry Knowledge
Stay updated on the latest trends and regulatory changes in the financial planning sector. During the interview, mention any recent developments that could impact clients' financial decisions, showcasing your commitment to providing informed advice.
✨Highlight Your Sales Acumen
The company is looking for someone with a hunger to close business. Prepare to discuss your sales strategies and successes in previous roles. Be ready to explain how you identify opportunities and convert leads into long-term clients.
✨Prepare Questions for the Interviewers
Engage with the interviewers by preparing thoughtful questions about the company's culture, client base, and growth opportunities. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.
