Position: Independent Financial Advisor (IFA)
Employment Type: Open to both Employed and Self-Employed arrangements
Location: Flexible working arrangements (remote, hybrid, or office-based)
About the Role:
We are seeking a dynamic and client-focused Independent Financial Advisor (IFA) to join our team. Whether you prefer the security of an employed position or the freedom of self-employment, we offer a unique opportunity tailored to suit your working style. With unparalleled flexibility and a suite of fantastic perks, this role is perfect for a motivated professional looking to grow their career in financial advising.
Key Responsibilities:
Provide holistic financial advice to a diverse client base, tailoring recommendations to individual needs and objectives.
Build and maintain strong, long-term relationships with clients by delivering exceptional service.
Conduct in-depth reviews of clients' financial circumstances, current provisions, and future goals.
Research and recommend financial products and services, ensuring compliance with relevant regulations and standards.
Actively develop and expand your client portfolio through networking, referrals, and business development activities.
Keep up-to-date with market trends, legislation, and product changes to provide informed advice. Requirements:
Diploma in Financial Planning (DipPFS) or equivalent.
FCA-approved or working towards achieving FCA authorisation.
Proven experience as an IFA or financial advisor, with a successful track record of client acquisition and retention.
Excellent communication and interpersonal skills.
Self-motivated, proactive, and able to work independently or collaboratively as part of a team.
Strong ethical standards and commitment to delivering client-focused solutions. What We Offer:
Flexible Working Arrangements: Work from home, in the office, or a hybrid setup that suits your lifestyle.
Competitive Remuneration: Whether employed or self-employed, we offer attractive earning potential with uncapped commissions.
Comprehensive Support: Access to state-of-the-art tools, administrative support, and compliance assistance.
Career Development: Continuous professional development opportunities, including access to training, mentorship, and industry events.
Perks and Benefits:
Generous holiday allowance (for employed positions).
Pension contributions.
Wellness programs and mental health support.
Access to exclusive financial products and services for personal use.
Collaborative Environment: Join a team of experienced professionals who are passionate about delivering outstanding financial solutions. Why Join Us? We understand that work-life balance and autonomy are crucial to our advisors' success. By providing flexible working arrangements, cutting-edge resources, and a supportive environment, we empower you to focus on what you do best – helping clients achieve their financial goals