Independent Financial Adviser

Role and Responsibilities:

Client Management: Provide financial advice to a portfolio of existing clients, focusing on investments, retirement planning, tax planning, and estate management

Relationship Building: Build long-lasting relationships, ensuring client satisfaction, retention, and referrals

Financial Planning: Conduct comprehensive financial reviews, assessing each client’s unique needs, goals, and risk profiles to deliver personalized financial plans.

Product Recommendation: Utilise a wide range of products and services to meet client objectives, staying compliant with regulatory standards

Ongoing Service: Conduct regular reviews with clients, keeping them informed of their portfolio’s performance and any new opportunities

Grow you client bank: Gain new clients via referral, professional connections etc.

Skills/experience required:

Qualified IFA: Diploma in Regulated Financial Planning (DipFA) or equivalent and CAS essential; full CeMAP qualification is a plus, Chartered status or near to an advantage.

Proven Experience: At least 3+ years in a financial advisory role, with a strong track record in managing and growing a client bank.

Strong Communicator: Excellent interpersonal and communication skills, with the ability to explain complex financial concepts in a clear and approachable way.

Client-Centric Approach: Demonstrated ability to prioritize client needs and build trusted relationships

Regulatory Awareness: In-depth knowledge of regulatory requirements and commitment to maintaining compliance.

Additional information:

Flexible Working Options: Flexibility with office-based, remote, or hybrid working

• Basic salary - likely to be in the range of £60-65,000 + attractive commission structure
• Existing Client Bank: Immediate access to a client bank.
• Ongoing Support: Administrative and paraplanning support to help you focus on delivering quality advice.
• Career Development: Opportunities for professional growth and advancement within our expanding firm.
• Competitive Compensation: Attractive salary with performance-based incentives.