Independent Financial Advisor

Job Title: Independent Financial Advisor (IFA)
Location: Field-based, London Area
Salary: £60,000 to £65,000 (Negotiable)
Additional Pay: Generous Bonus Scheme, Commission Scheme

Are you looking for a client-facing Independent Financial Advisor opportunity with regular hours? If so we are offering the opportunity to work for a highly successful and consistently expanding team with excellent and supportive work ethic, and a strong track record of growth and new business development.

Thisfield-based IFA role offers flexibility in your working locationwithin the London area, whilst maintaining regular office hours with the option to work around your schedule. Our client works on a desk-based manner, so there’s flexibility on your working location.

Key Responsibilities:

• Establish contact with clients and gather necessary information to provide suitable advice.
• Analyse client information accurately to offer appropriate recommendations.
• Present advice clearly, explaining charges, fees, and disadvantages.
• Complete documentation thoroughly and adhere to company processes.
• Maintain client records and develop effective relationships with clients, colleagues, and product providers.

Required Knowledge and Skills:

• Knowledge of the financial planning market, including products and services.
• Working knowledge of FCA rules and guidelines.
• Diploma in Financial Planning.
• IT literacy, including Microsoft Packages.
• Strong time management, problem-solving, and decision-making skills.
• Ability to work under pressure and promote a team spirit.

Why this role?

Whether you’re looking for remote flexibility, wanting to be in a role where you can develop new business whilst maintaining your existing clients, or want to be part of a highly successful and growing team, this is a rare chance to make a real impact and move your career forward.

Apply now or reach out for a confidential discussion.