Independent Financial Adviser (IFA) Opportunity - Leicestershire / Birmingham Area
Are you an experienced IFA looking to take the next step in your career? We are partnering with a well-established financial advisory firm, based just outside of Birmingham, who are seeking a talented Independent Financial Adviser to join their team.
Location:
This role is primarily home-based with a requirement to attend the office in Birmingham once a week. The majority of your clients will be based around Coalville and the wider Leicestershire area, so living locally will be an advantage.
Role Overview: As an IFA, you will have a unique combination of managing an existing book of clients while also generating new business. This is a fantastic opportunity for an IFA who enjoys building strong relationships and offering tailored advice to clients.
Key Responsibilities:
* Client Acquisition & Retention: Identify and reach out to potential clients, gather detailed information, and assess their financial needs.
* Comprehensive Advice: Conduct thorough research and analysis to make suitable and tailored recommendations for your clients.
* Documentation & Compliance: Ensure all documentation is accurate and in line with regulatory requirements. Stay fully compliant with the Financial Services and Markets Act 2000 and other relevant legislation.
* Professional Development: Keep up-to-date with regulatory and technical developments, particularly in areas such as pensi...