Financial Planner

Independent Financial Advisor (IFA)

• Location: Great Yarmouth
• Job Type: Employed or Self-Employed
• Salary: Competitive, based on experience

We are seeking a proactive and experienced Independent Financial Advisor (IFA) who holds a Level 4 Diploma and CAS status. This role is ideal for a candidate who can bring their own client bank and is also interested in inheriting additional clients to manage. This position offers the flexibility to work either on an employed or self-employed basis, tailored to suit the right candidate's professional goals.

Day-to-day of the role:

• Provide comprehensive financial advice to both new and existing clients.
• Manage and review client portfolios to ensure they meet the clients' financial goals.
• Develop and maintain long-term relationships with clients.
• Stay updated with the latest financial products and compliance regulations.
• Conduct regular financial reviews with clients.
• Work collaboratively with other team members to enhance the service offering.

Required Skills & Qualifications:

• Must hold a Level 4 Diploma in Financial Planning.
• Must have Current Authorised Status (CAS).
• Proven experience in financial advisory roles with a solid track record.
• Ability to bring an existing client bank.
• Excellent communication and interpersonal skills.
• Strong analytical and problem-solving abilities.
• Commitment to professional development and adherence to ethical standards.

Benefits:

• Competitive salary and commission structure.
• Flexible working options.
• Opportunities for professional growth and development.
• Supportive team environment.

To apply for this Independent Financial Advisor position, please submit your CV and cover letter detailing your relevant experience, your current client bank, and why you are interested in this role.