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- Tasks: Meet clients to review their financial situations and provide tailored advice.
- Company: Join a leading Independent Financial Advisers firm in Ipswich with a strong industry reputation.
- Benefits: Enjoy career support, great company perks, and the chance to work in a dynamic environment.
- Why this job: This role offers personal growth, client interaction, and the opportunity to make a real impact.
- Qualifications: Must be Level 4 IFA qualified with strong financial planning experience and excellent communication skills.
- Other info: Ideal for those looking to build a rewarding career in finance with a supportive team.
The predicted salary is between 36000 - 60000 £ per year.
Our Client, A leading Independent Financial Advisers, has an excellent opportunity for a Level 4 qualified IFA to join their established team based in Ipswich. The successful candidate will be required to meet clients to review financial circumstances, current provisions, and future aims in order to win new business. In return for working for our client you will receive career support; great company benefits and the opportunity to work for a leading client in the industry.
Key Duties & Responsibilities:
- Providing financial advice and intermediation to clients within FCA regulations and the firms procedures
- Identifying and contacting potential clients
- Liaising with product providers, human resources and other third parties
- Gathering sufficient client information and understand their needs and personal finances
- Analysing information gathered and undertake research and analysis of different financial contracts to make suitable recommendations
- Completing supporting documentation, including preparing packs for meetings, completing application forms, producing accurate illustrations and understanding remuneration requirements
- Writing the Suitability letter and other reports, e.g. pension shortfall analysis
- Responding promptly to client enquiries regarding their existing arrangements and any changes in circumstances
- Updating systems – keeping the back-office systems up to date
- Assist in the day-to-day office functioning tasks
Skills & Experience Required:
- Extensive Financial Planning experience gained from a professional environment, with strong technical expertise
- Level 4 IFA qualified as a minimum
- Strong communication and interpersonal skills, with the ability to build and maintain strong business relationships
- A high degree of accuracy and attention to deal
- Excellent organisational and planning skills with the ability to prioritise workloads
- Strong IT skills, including the use of MS Word, Excel & Outlook
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Independent Financial Advisor employer: TIME Appointments Ltd
Contact Detail:
TIME Appointments Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor
✨Tip Number 1
Network with other financial professionals in your area. Attend local finance seminars or workshops to meet potential clients and industry peers. Building relationships can lead to referrals and opportunities.
✨Tip Number 2
Stay updated on the latest financial regulations and market trends. This knowledge will not only enhance your credibility but also help you provide better advice to clients, making you a more attractive candidate.
✨Tip Number 3
Consider joining professional associations related to financial advising. These organisations often provide resources, networking opportunities, and can help you stay connected with industry developments.
✨Tip Number 4
Prepare for interviews by practising common questions specific to financial advising roles. Be ready to discuss your approach to client management and how you would handle various financial scenarios.
We think you need these skills to ace Independent Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 IFA qualification and relevant financial planning experience. Emphasise your strong communication skills and any previous successes in building client relationships.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the key duties mentioned in the job description. Explain how your skills and experiences align with their needs, particularly in providing financial advice and liaising with clients.
Showcase Your Technical Expertise: In your application, mention your technical expertise in financial planning and any specific software or tools you are proficient in, such as MS Word, Excel, and Outlook. This will demonstrate your readiness for the role.
Highlight Your Organisational Skills: Discuss your ability to manage multiple tasks and prioritise workloads effectively. Provide examples of how you've successfully handled similar responsibilities in past roles to show you can thrive in a busy environment.
How to prepare for a job interview at TIME Appointments Ltd
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services relevant to the role. Be prepared to discuss various investment options, insurance policies, and retirement plans, as this will demonstrate your expertise and confidence.
✨Showcase Your Communication Skills
As an Independent Financial Advisor, strong communication skills are essential. Practice articulating complex financial concepts in simple terms. During the interview, focus on how you can build relationships with clients and explain your approach to client interactions.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities. Think about past experiences where you successfully advised clients or resolved issues. Use the STAR method (Situation, Task, Action, Result) to structure your responses.
✨Demonstrate Your Organisational Skills
Highlight your ability to manage multiple clients and tasks efficiently. Discuss any tools or methods you use to stay organised, such as CRM systems or planning software, and provide examples of how these have helped you in your previous roles.
