Independent Financial Advisor

Job Description

Independent Financial Advisor.*Nationwide locations (see below) offering employed or self-employed opportunities.*Our client is one of the UKs leading Independent Financial advisory firms with over 30 years of experience and managing over 8bn of client assets.

• Are you looking to progress your career
• Fed up of being in a restricted market background
• Would you like to offer your clients an independent Whole of market service
• Work under a trusted brand with an excellent reputation within the market

Then look no further!About the role.Our client offers a bespoke Platform to enable you to deliver financial planning and advice. This will enable you to formulate easy to understand financial strategies which will help guild your clients to financial independence!

• Reviewing and responding to Clients changing needs and financial circumstances, keeping Introducer and Clients up to date with new financial products, or changes to legislation that may affect their Clients pensions, savings, investments and financialplans.
• 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 Clients requirementscovering all areas of advice.
• Optimising the use of all marketing opportunities available, including via Social Media and networking with Introducers and other professionals to develop new business.

Whats in it for you

• Basic Salaries range depending on level of experience and qualifications.
• Brackets between £50-£58k or £59-£100k.
• Monthly car Allowance.
• Uncapped Earning potential.
• Client portfolios provided.

Essential Requirements

• You must have a Diploma in Regulated Financial Planning (or FCA approved equivalent)
• maintain CF30 status in accordance with the FCA regulation
• Have a minimum of 18 months experience as a financial Advisor.

We have a number self-employed and employed opportunities over the following locations:

• Birmingham/West Midlands
• Dewsbury/South Yorkshire
• Oxford/M40 Corridor
• Swindon Wiltshire
• Bournemouth/Poole
• Central Wales/Shropshire/Shrewsbury
• Norwich/Ipswich
• Witney/Oxfordshire
• Bromley
• Hull
• Bromsgrove

Benefits of opting into an Employed position.

• Financial stability to transition to self-employed if required
• Support to build your client base and future value
• Lead generation from our call centre.
• Ongoing learning and development culture
• Pragmatic Compliance Support
• Full marketing hub and client portal
• Nationwide access to office space
• End to end in house client journey and back-office support with full DIS, Admin and Para Planning support, with lead generation from our call centre based in Birmingham

Benefits

• Loyalty bonus
• Enhanced maternity & Paternity Pay
• Equity Shares available
• Guaranteed future buys out/Exit strategy in the future
• Pension Scheme Employee Contribution of 4% with an employer contribution of 5%.
• Death in Service Scheme x6 times your annual salary
• Health cash plan
• Annual bonus
• Christmas Party/ Summer Events
• 25 days holidays
• Buy & Sell scheme
• Additional holidays for length of service

What about joining on a self -employed basis

• Additional allocation of clients should you wish to join us as a self-employed adviser
• End to end client journey back-office support
• Consultative marketing support
• Full marketing hub and client portal
• Lead generation from our call centre based in Birmingham
• Ongoing learning and development culture
• Pragmatic Compliance Support
• Nationwide access to office space
• End to end in house client journey and back-office support with full DIS, Admin and Para Planning support, with lead generation from our call centre based in Birmingham
• 100% bonus if your own client.

If you would like the opportunity to work with one of the UKs leading independent financial advisory firms that currently have more than 200 accredited advisers nationwide then apply todayIFA, independent, financial, advisor, financials, CF30, advice, pensions, pension, invest, investing, investments, self-employed, self-employed.

Keyskills :
Financial AdvisoryFinancial PlanningFinancialsInvestmentsCF30