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For Companies At a Glance
- Tasks: Provide expert financial advice and support to high-net-worth clients.
- Company: Reputable financial services firm with a strong client focus.
- Benefits: Hybrid working, annual bonus scheme, and competitive salary based on experience.
- Why this job: Join a supportive team and make a real difference in clients' financial lives.
- Qualifications: Level 4 qualified with at least 3 years of experience in financial advising.
- Other info: Enjoy full administrative support and a bank of clients to work with.
The predicted salary is between 36000 - 60000 £ per year.
Overview
Our client, a well-respected name within financial services, are seeking a client-focused IFA to join their established team.
Qualifications
Ideally you will be Level 6 qualified, or working towards this accreditation. Applicants must hold CAS and SPS and be a minimum of Level 4 with at least 3 years\’ experience in a financial adviser role. A background in bancassurance, independent or tied advice can be considered.
Experience & Knowledge
You must have good knowledge across investments, pensions, protection and be comfortable helping HNW clients with complex financial arrangements.
What we offer
You will have full administrative and paraplanning support, and will have a bank of clients to work with. Our client offer hybrid working on a 2/3 split, along with some excellent benefits, including an annual bonus scheme. An attractive base salary is on offer, commensurate with experience and qualifications.
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Independent Financial Advisor employer: WEALTHLINK RECRUITMENT LTD
Contact Detail:
WEALTHLINK RECRUITMENT LTD Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of investments, pensions, and protection. Be ready to discuss how you've helped clients in the past, especially HNW clients with complex needs. Show them you’re the expert they need!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation and reiterate your interest in the role. It keeps you fresh in their minds and shows your enthusiasm.
✨Tip Number 4
Apply through our website for the best chance at landing that Independent Financial Advisor role. We’ve got all the resources you need to make your application stand out, so don’t miss out on this opportunity!
We think you need these skills to ace Independent Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your Level 4 or 6 qualifications, and any relevant experience in financial advising, especially with HNW clients.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for this role. Mention your experience in investments, pensions, and protection, and how you can add value to our client's team.
Showcase Your Client-Focused Approach: Since this role is all about client focus, make sure to include examples of how you've successfully managed client relationships in the past. We want to see your ability to handle complex financial arrangements!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at WEALTHLINK RECRUITMENT LTD
✨Know Your Stuff
Make sure you brush up on your knowledge of investments, pensions, and protection. Since the role involves helping high-net-worth clients with complex financial arrangements, being able to discuss these topics confidently will show that you're the right fit for the job.
✨Showcase Your Experience
With at least 3 years in a financial adviser role, be ready to share specific examples of how you've successfully managed client portfolios or navigated complex financial situations. This will demonstrate your capability and reassure them of your expertise.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company’s approach to client management and their support systems. This not only shows your interest but also helps you gauge if their working environment aligns with your expectations.
✨Highlight Your Qualifications
If you're Level 6 qualified or working towards it, make sure to mention this early in the conversation. Discussing your CAS and SPS certifications will reinforce your commitment to professional development and your readiness for the role.
