Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join a family-run firm and provide holistic financial planning to high net worth clients.
- Company: A reputable IFA in Bridgend, known for its client-focused approach and strong referral network.
- Benefits: Enjoy a competitive salary, 30% bonus on new business, and fixed fees for annual reviews.
- Why this job: This role offers a chance to grow your career with a supportive team and established clientele.
- Qualifications: Must have a Level 4 diploma in Regulated Financial Planning and 2+ years of relevant experience.
- Other info: You'll receive all incoming client leads, allowing you to focus on building relationships.
The predicted salary is between 36000 - 60000 £ per year.
Independent Financial Adviser Location: Bridgend Salary: £80,000 – £100,000 OTE (30% bonus on all New Business) Duration: Permanent, Full Time We are working with a family run IFA based in Bridgend who are looking for a new Independent Financial Adviser to join the team. The firm provides full holistic financial planning services and focuses on High Net Worth clients. The business generates a lot of business through referrals but at present they are not able to take on any new clients as all advisers are at capacity. The new Independent Financial Adviser will be handed all referrals and incoming client leads. On offer is a generous package constituting a base salary, 30% bonus on all new business and a fixed fee for annual reviews. What’s Required? Level 4 diploma in Regulated Financial Planning 2+ years experience providing regulated financial advice in the UK What’s Next? If you are interested in the Independent Financial Adviser position then please submit your CV now. One of our consultants will be in touch with you within 24 hours, if you meet the requirements. Independent Financial Adviser, Financial Planning, Wealth Management, Financial Services, Financial Advice, IFA …
Independent Financial Adviser employer: WEALTHLINK RECRUITMENT LTD
Contact Detail:
WEALTHLINK RECRUITMENT LTD Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser
✨Tip Number 1
Make sure to highlight your experience in providing regulated financial advice, especially if you have worked with High Net Worth clients. This will show that you understand the unique needs of this clientele.
✨Tip Number 2
Network within the financial services community in the UK. Attend industry events or join relevant online forums to connect with other professionals who might provide insights or referrals.
✨Tip Number 3
Familiarize yourself with the specific financial planning services offered by the firm. Understanding their approach will help you align your skills and experiences with their needs during discussions.
✨Tip Number 4
Prepare to discuss how you can contribute to managing and growing the client base, especially since the firm is currently at capacity. Show your enthusiasm for taking on new referrals and building relationships.
We think you need these skills to ace Independent Financial Adviser
Some tips for your application 🫡
Highlight Relevant Experience: Make sure to emphasize your 2+ years of experience providing regulated financial advice in the UK. Detail specific examples of how you've successfully managed High Net Worth clients and any relevant achievements.
Showcase Your Qualifications: Clearly state your Level 4 diploma in Regulated Financial Planning. This is crucial for demonstrating your qualifications and expertise in the field.
Tailor Your Application: Customize your CV and cover letter to reflect the values and services of the family-run IFA. Mention your understanding of holistic financial planning and your approach to client relationships.
Express Enthusiasm: Convey your excitement about the opportunity to join a team that focuses on referrals and incoming client leads. Highlight your eagerness to contribute to the firm's growth and success.
How to prepare for a job interview at WEALTHLINK RECRUITMENT LTD
✨Showcase Your Experience
Make sure to highlight your 2+ years of experience in providing regulated financial advice. Be prepared to discuss specific cases where you successfully managed high net worth clients and how you approached their unique financial needs.
✨Understand Holistic Financial Planning
Since the firm focuses on holistic financial planning, familiarize yourself with this approach. Be ready to explain how you integrate various financial services to create comprehensive plans for clients, emphasizing the importance of understanding their overall financial picture.
✨Discuss Referral Strategies
Given that the business generates a lot of referrals, think about how you can contribute to this aspect. Prepare to discuss your strategies for building relationships and trust with clients, as well as how you would leverage existing networks to generate new leads.
✨Prepare for Questions on Compliance
As an Independent Financial Adviser, compliance is crucial. Be ready to answer questions about your understanding of regulatory requirements in the UK and how you ensure that your advice remains compliant while still meeting client needs.
