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For Companies At a Glance
- Tasks: Join a dynamic team as an Independent Financial Advisor, converting leads and helping clients achieve their financial goals.
- Company: Work with an award-winning boutique IFA firm in Crawley, known for client-first values and a supportive culture.
- Benefits: Enjoy a competitive salary, annual bonus, 25 days leave, hybrid working, and study support.
- Why this job: Be part of a respected firm that prioritises employee well-being and offers growth opportunities in financial advice.
- Qualifications: Must have 3-5 years of advisory experience and a Level 4 qualification or higher.
- Other info: Hybrid work model allows for flexibility with 2 days from home each week.
The predicted salary is between 46800 - 78000 £ per year.
Location: Crawley, West Sussex (2 days per week working from home)
Salary/package: Up to £65,000 + Bonus + 25 days annual leave + Pension + Study Support + Free Parking + IP
YOUR NEW COMPANY
Our client is an award-winning, boutique IFA firm based in Crawley, West Sussex. 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. Currently 8-strong, the company is keen to hire at least one Independent Financial Advisor as the firm continues to grow year-on-year. Our client requires an experienced Independent Financial Advisor who can convert strong leads into clients and generally develop new business. The geographical area the Independent Financial Advisor would cover would be mainly parts of Surrey and West Sussex. The firm regularly generates strong leads from various marketing initiatives and presentations made to companies across this region and is keen to maximise the opportunity. Apart from generating new business and converting leads, the Independent Financial Advisor would also be expected to help clients reach their goals through holistic planning and advice. Strong knowledge of Inheritance Tax Planning, Pensions, Investments and Equity Release would be preferred. A pool of clients, as well as leads, will be provided by the firm. The Independent Financial Advisor position allows for hybrid working.
REQUIREMENTS
- At least 3-5 years' experience as an Adviser.
- Level 4 qualification or higher.
- Strong background in developing new business and converting leads.
- Live a commutable distance from Crawley, West Sussex.
REMUNERATION / PACKAGE
The package for the Independent Financial Advisor vacancy is as follows:
- Salary up to £65,000 (depending on experience)
- Annual bonus
- Pension
- 25 days’ annual leave
- Study support
- Income Protection
- Hybrid working (2 days per week WFH)
NEXT STEPS
If you are happy to apply for this position, please click on the apply button and remember to attach a copy of your CV. One of our consultants will be in touch to discuss the opportunity and answer any questions you may have around the role. Where appropriate we can also recommend other relevant opportunities to you that match your requirements.
Independent Financial Advisor employer: Vision-FS Recruitment
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 professionals in the financial advisory sector, especially those who are already working in or around Crawley. Attend local industry events or seminars to make connections and learn more about the firm’s culture and values.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning, particularly in areas like Inheritance Tax Planning and Pensions. This knowledge will not only boost your confidence but also demonstrate your commitment to staying updated in the field.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully converted leads into clients in your previous roles. Highlighting your achievements in developing new business will show that you can contribute to the firm's growth.
✨Tip Number 4
Research the firm’s recent marketing initiatives and client success stories. Being able to reference these during your discussions will show your genuine interest in the company and its approach to client service.
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 experience as an Independent Financial Advisor, focusing on your ability to convert leads and develop new business. Include specific examples of your achievements in areas like Inheritance Tax Planning, Pensions, and Investments.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your commitment to putting clients' interests first. Mention your relevant qualifications and how they align with the firm's values and goals.
Highlight Relevant Experience: In your application, emphasise your 3-5 years of experience as an Adviser and any Level 4 qualifications you hold. Discuss your background in developing new business and converting leads, as this is crucial for the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential in the financial advisory field.
How to prepare for a job interview at Vision-FS Recruitment
✨Showcase Your Experience
Make sure to highlight your 3-5 years of experience as an Independent Financial Advisor. Be prepared to discuss specific examples of how you've successfully converted leads into clients and developed new business.
✨Demonstrate Holistic Planning Skills
Since the role involves helping clients reach their goals through holistic planning, be ready to explain your approach to financial advice. Discuss your knowledge in areas like Inheritance Tax Planning, Pensions, Investments, and Equity Release.
✨Research the Company
Familiarise yourself with the firm's values and achievements. Understanding their client-first approach and their reputation in the industry will help you align your answers with what they are looking for in a candidate.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This shows your interest in the role and helps you gauge if the company is the right fit for you, especially regarding their support for professional development.
