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- Tasks: Provide exceptional financial advice and build strong client relationships.
- Company: Truly Independent Limited® - a growing brand for independent financial advisers.
- Benefits: Earn 70-95% of your income, work from anywhere, and enjoy comprehensive support.
- Other info: Enjoy a unique payment structure and excellent career growth opportunities.
- Why this job: Join a passionate team and make a real difference in clients' financial lives.
- Qualifications: Must have 2 years’ experience, CAS, and be IT literate.
The predicted salary is between 42000 - 57000 £ per year.
Truly Independent Limited® is an expanding business providing a unique environment for independent financial advisers across the UK. We have ambitious growth plans and are passionate about providing clients with an extraordinary service. Our brand name specifically reflects the expectation of new and existing clients for their advisers to be unbiased and unrestricted. We can offer clients a full range of solutions across the market. Our support, systems, and service are all set up to enable you to become a happier, more successful financial adviser.
We are looking for self-motivated, self-employed independent financial advisers who meet the following minimum criteria:
- Must have 2 years’ experience and achieved Competent Adviser Status (CAS)
- Must hold a current Statement of Professional Standing (SPS)
- Must be IT literate
- Must be willing to work from home or own office
- Diligent enough to manage their own time, business relationships and themselves
- Capable of building a business model based on client support
- Accepting of Compliance and those who thrive best with structure and order
- Appreciative of quality, brand and professionalism
- Passionate about their work and the added value they give to clients
- Forward thinking and accepting of change
- Beyond ‘Fit and Proper’ standards
- Aspirational in setting and achieving goals
- Can demonstrate annual revenue of £60,000 plus
In return for working at Truly Independent, you will receive our unique payment structure. We offer this to all advisers, including a distinct recurring income ‘extra bonus’ feature. The more you produce, the more you retain. All advisers are self-employed and are paid between 70-95% of their gross income, depending on their production level and chartered status.
We have a host of office systems set up to help you ensure you are a happy and successful financial adviser. Also, our ‘contract for services’ includes:
- The ability to work from anywhere
- Affinity induction programme, training and mentoring support
- Action Team helpdesk support
- Viva Engage Intranet – secure business and social networking for advisers
- Client-focused website
- Quality branded stationery
- Compliance protection and support (FCA and PII fees included)
- Comprehensive retirement package (with over 17 advisers retired already)
MUST BE A QUALIFIED IFA WITH CAS
Independent Financial Adviser (Self Employed) in Slough employer: Truly Independent Ltd
Contact Detail:
Truly Independent Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser (Self Employed) in Slough
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisers and potential clients. Attend industry events, join online forums, and don’t be shy about sharing your expertise. The more people know you, the better your chances of landing that dream role!
✨Tip Number 2
Showcase your skills! Create a personal brand that highlights your unique approach to financial advising. Use social media to share insights, tips, and success stories. This not only builds your credibility but also attracts clients who resonate with your style.
✨Tip Number 3
Be proactive in your job search! Instead of waiting for opportunities to come to you, reach out directly to firms like Truly Independent. Express your interest and how you can add value to their team. A little initiative goes a long way!
✨Tip Number 4
Utilise our website! We’ve got loads of resources and job listings tailored for independent financial advisers. Make sure to check it out regularly and apply through us to increase your chances of landing that perfect position!
We think you need these skills to ace Independent Financial Adviser (Self Employed) in Slough
Some tips for your application 🫡
Show Your Experience: Make sure to highlight your 2 years of experience and your Competent Adviser Status (CAS) right at the start. We want to see that you’ve got the chops to thrive in our independent environment!
Be Yourself: Let your personality shine through! We’re looking for self-motivated advisers who are passionate about their work. Share your story and what drives you to provide extraordinary service to clients.
Tailor Your Application: Don’t just send a generic application. Tailor it to Truly Independent Limited® by mentioning how you align with our values of quality, professionalism, and client support. Show us why you’re a perfect fit!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our team!
How to prepare for a job interview at Truly Independent Ltd
✨Know Your Stuff
Make sure you brush up on your financial knowledge and the latest industry trends. Being able to discuss recent changes in regulations or market conditions will show that you're not just qualified, but also passionate about your field.
✨Showcase Your Independence
Since the role is all about being an independent adviser, be prepared to discuss how you've successfully managed client relationships and built your own business model. Share specific examples of how you've provided unbiased advice and added value to your clients.
✨Demonstrate Your IT Skills
As the job requires being IT literate, make sure you’re comfortable discussing the tools and software you use. Bring up any systems you’ve implemented that have improved your efficiency or client service, as this will highlight your adaptability.
✨Emphasise Your Goals
Talk about your aspirations and how they align with Truly Independent's growth plans. Be ready to explain how you plan to achieve your revenue targets and contribute to the company's success, showing that you're forward-thinking and ambitious.