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- Tasks: Help clients achieve their financial goals through expert advice and planning.
- Company: Join a respected Independent Financial Advisory firm with 30 years of success.
- Benefits: Enjoy up to £65,000 salary, bonuses, 25 days leave, pension, and hybrid work options.
- Why this job: Be part of a growing team that values your expertise and offers a supportive culture.
- Qualifications: Experience in financial advising with knowledge in pensions, investments, and tax planning required.
- Other info: Work mainly in Surrey and West Sussex, with strong leads provided for business development.
The predicted salary is between 52000 - 78000 £ per year.
Location: Crawley, West Sussex (2 days per week working from home)
Up to £65,000 + Bonus + 25 days annual leave + Pension + Study Support + Free Parking + IP
Over the past 30 years, the company has grown to become one of the region's most respected Independent Financial Advisory businesses. 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. 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.
The Independent Financial Advisor position allows for hybrid working.
Candidates interested in the Independent Financial Advisor vacancy will need the following criteria:
- Salary up to £65,000 (depending on experience)
- Annual bonus
- Pension
- 25 days’ annual leave
- Hybrid working (2 days per week WFH)
Vision-FS Recruitment is a leading Financial Services Recruitment business covering the UK FS market. Vision-FS Recruitment specialise within the Financial Planning | Wealth Management and Employee Benefits Recruitment.
Independent Financial Advisor (Permanent) 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 (Permanent)
✨Tip Number 1
Network with professionals in the financial advisory sector, especially those who are already working in or around Crawley and West Sussex. Attend local finance-related events or join online forums to connect with potential colleagues and clients.
✨Tip Number 2
Familiarise yourself with the specific financial products and services that are popular in the Surrey and West Sussex areas. This knowledge will help you tailor your approach when speaking with potential clients and demonstrate your expertise.
✨Tip Number 3
Prepare to discuss your experience in converting leads into clients during interviews. Have specific examples ready that showcase your success in building client relationships and achieving financial goals for your clients.
✨Tip Number 4
Stay updated on the latest trends and regulations in financial planning, particularly in areas like Inheritance Tax Planning and Equity Release. This will not only enhance your knowledge but also show your commitment to providing the best advice to clients.
We think you need these skills to ace Independent Financial Advisor (Permanent)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial advising, particularly in areas like Inheritance Tax Planning, Pensions, and Investments. Use specific examples to demonstrate your ability to convert leads into clients.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advice and your understanding of the company's values. Mention your experience with holistic planning and how you can help clients achieve their goals.
Highlight Relevant Qualifications: Include any relevant qualifications, such as Level 4 Diploma in Financial Advice or similar certifications. This will show that you meet the necessary criteria for the role.
Showcase Your Business Development Skills: In your application, emphasise your experience in generating new business and converting leads. Provide metrics or examples of past successes to illustrate your capabilities.
How to prepare for a job interview at Vision-FS Recruitment
✨Showcase Your Expertise
Make sure to highlight your knowledge in areas like Inheritance Tax Planning, Pensions, and Investments. Prepare specific examples of how you've successfully advised clients in these areas to demonstrate your expertise.
✨Prepare for Scenario Questions
Expect questions that assess your ability to convert leads into clients. Think of scenarios where you've successfully developed new business and be ready to discuss your approach and the outcomes.
✨Understand the Company Culture
Research the company’s values and culture. Be prepared to explain how your personal values align with theirs, especially regarding client care and holistic financial planning.
✨Ask Insightful Questions
Prepare thoughtful questions about the role and the company. This shows your genuine interest and helps you understand how you can contribute to their growth and success.
