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 known for client-first values and a supportive work culture.
- Benefits: Enjoy up to £65,000 salary, bonuses, 25 days leave, hybrid working, and study support.
- Other info: Hybrid working allows for flexibility with 2 days from home each week.
- Why this job: Be part of a respected firm that prioritises employee growth and offers strong lead generation opportunities.
- Qualifications: Must have 3-5 years experience, Level 4 qualification, and a knack for developing new business.
The predicted salary is between 52000 - 78000 £ per year.
Position: Independent Financial Advisor
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 has grown to become one of the region's most respected Independent Financial Advisory businesses. The firm prides itself on 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 (Crawley) in Wörth employer: Vision-FS Recruitment
Join an award-winning boutique IFA firm in Crawley, where your expertise as an Independent Financial Advisor will be valued in a supportive and thriving work environment. With a strong focus on client interests, the company offers excellent benefits including hybrid working, generous annual leave, and opportunities for professional development, making it an ideal place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial Advisor (Crawley) in Wörth
✨Tip Number 1
Network with other financial professionals in the Crawley area. Attend local industry events or join relevant online forums to connect with potential colleagues and clients. Building relationships can lead to referrals and insights about the local market.
✨Tip Number 2
Familiarise yourself with the specific needs of clients in Surrey and West Sussex. Research common financial concerns in these areas, such as property values and local tax regulations, to tailor your approach when engaging with leads.
✨Tip Number 3
Prepare to discuss your experience in converting leads into clients during interviews. Have specific examples ready that demonstrate your success in developing new business and how you’ve helped clients achieve their financial goals.
✨Tip Number 4
Showcase your knowledge in key areas like Inheritance Tax Planning and Pensions. Consider creating a brief presentation or case study that highlights your expertise, which you can share during discussions with the hiring team.
We think you need these skills to ace Independent Financial Advisor (Crawley) in Wörth
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience as an Independent Financial Advisor, particularly focusing on your ability to convert leads and develop new business. Include specific examples of your achievements in these areas.
Craft a Compelling Cover Letter:Write a cover letter that showcases your passion for financial advising and your understanding of the company's values. Mention your relevant qualifications and how they align with the role's requirements, especially your knowledge of Inheritance Tax Planning, Pensions, and Investments.
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, and Investments.
✨Research the Company
Familiarise yourself with the firm's values and their client-first approach. Understanding their reputation and how they operate 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.
