Independent Financial Adviser

My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed adviser.

Following a recent acquisition they have an opportunity for an experienced Financial Adviser to inherit a good quality book of clients to service and develop further.

This role offers home based / remote working with access to a local office.

In return:
£50,000 - £75,000 basic salary + car allowance
Excellent Bonus Scheme
Paraplanning and Administrative support

Key Responsibilities as our Independent Financial Adviser will include:

• Reviewing and responding to clients changing needs and financial circumstances, keeping Introducers and Clients up to date with new financial products, or changes to legislation that may affect their Clients' pensions, savings, investments and financial plans.
• Develop new business from new/existing clients and professional introducers and company leads.
• Developing and maintaining good client & introducer relationships through meetings and seminars.
• Conducting in-depth reviews of clients financial circumstances, current provision and future aims and objectives whilst analysing information, conducting research and preparing financial planning reports best suited to the individual client requirements covering all areas of advice.

What we are looking for in our idealIndependent Financial Adviser:

• Diploma in Regulated Financial Planning (or FCA approved equivalent) and to maintain CF30 status in accordance with the FCA regulations.
• Clear demonstration of a client focused approach with a well presented and articulate manner and dedication to doing the right thing for clients.
• Excellent interpersonal skills, approachability, and professionalism.
• Harnessing IT skills to embrace the new virtual/digital ways to communicate with clients.

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