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For Companies At a Glance
- Tasks: Help clients achieve financial goals through tailored advice and relationship building.
- Company: Join an award-winning, debt-free financial planning firm with a strong reputation.
- Benefits: Enjoy uncapped earnings potential, remote work options, and comprehensive support.
- Why this job: Be part of a dynamic team with access to existing clients and growth opportunities.
- Qualifications: Must have Level 4 Diploma and at least 2 years of experience as a Financial Advisor.
- Other info: Flexible working arrangements and a market-leading IT system enhance your productivity.
The predicted salary is between 55000 - 75000 £ per year.
Position : Independent Financial Advisor
Location : Cheam, Surrey
Salary / package : Up to £70K; 20% of initial fees; NO Validation; Lucrative bonus structure; Clients & leads provided; 5% pension; 30 day’s annual leave; DIS (x 4); Study Support
YOUR NEW COMPANY
Our client is an award-winning, boutique IFA firm based in Cheam, Surrey. Over the past 30 years, the company\’s grown to become one of the region\’s most respected Independent Financial Advisory businesses. The firm prides itself in putting the client\’s interests first whilst ensuring a thriving working environment for its employees.
THE ROLE
The business is currently looking to increase headcount within its Financial Advice team by hiring an experienced Independent Financial Advisor. Reporting to the Managing Director, the Independent Financial Advisor will be primarily office based, with a sizeable amount of time being spent meeting with clients across the UK. Clients and leads will be provided by the company, along with full paraplanning and administration support.
REQUIREMENTS
Candidates interested in the Independent Financial Advisor vacancy will need the following criteria :
- Level 4 qualified
- Ideally CAS holder
- Minimum of 3-5 years’ experience as an IFA / Financial Adviser
Whole-of-market …
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Contact Detail:
Vision-FS Recruitment 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 industry events, webinars, or local meetups to connect with potential colleagues and clients. Building relationships can lead to referrals and opportunities that may not be advertised.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise. Share insights on financial planning, engage with relevant content, and connect with individuals in the finance sector. This can help you establish a professional presence and attract attention from recruiters.
✨Tip Number 3
Consider reaching out directly to the company for an informal chat about the role. Express your interest and ask questions about their culture and expectations. This proactive approach can demonstrate your enthusiasm and help you stand out from other candidates.
✨Tip Number 4
Stay updated on the latest trends and regulations in the financial services industry. Being knowledgeable about current issues can help you during interviews and show that you are committed to providing the best advice to clients.
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 Diploma and relevant experience as a Financial Advisor. Emphasise your achievements in managing client relationships and generating new business.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising. Mention specific examples of how you've successfully advised clients on investments, pensions, and protection.
Highlight Relevant Skills: In your application, focus on skills that align with the job description, such as relationship management, financial planning, and your ability to grow a client book. Use keywords from the job listing.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is crucial in the financial sector.
How to prepare for a job interview at Vision-FS Recruitment
✨Showcase Your Qualifications
Make sure to highlight your Level 4 Diploma and any relevant certifications during the interview. Discuss how your qualifications have prepared you for advising clients on investments, pensions, and protection.
✨Demonstrate Client Relationship Skills
Be ready to share examples of how you've successfully managed and retained client relationships in the past. This role requires strong interpersonal skills, so showcasing your ability to build rapport will be crucial.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving abilities and how you would handle specific client situations. Practising responses to common scenarios can help you articulate your thought process clearly.
✨Express Your Motivation
Convey your drive and ambition to succeed in this role. Discuss your goals for earning potential and how you plan to grow your client book, as this aligns with the company's focus on motivated individuals.
