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Independent Financial Adviser

CFP JOBS
Posted 21 hours ago, valid for 20 days
Location

Birmingham, West Midlands B27 6QS, England

Salary

£40,000 - £60,000 per annum

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The position is for an Independent Financial Adviser (IFA) in Birmingham, which is open to Paraplanners transitioning into an Adviser role.
  • The employment package includes a salary of £40,000 plus benefits, with a first-year on-target earnings (OTE) of £60,000 and an average adviser income of £100,000 thereafter.
  • Candidates must possess a Level 4 Diploma in Regulated Financial Planning and have experience as a Financial Adviser or Paraplanner.
  • The role emphasizes networking, presenting, and business development skills, and requires a self-motivated, personable, and client-centered approach.
  • The company is highly regarded in the UK for its independent financial advice, supported by a large client bank and extensive marketing resources.

IFA - Birmingham

Open to considering a Paraplanner transitioning into an Adviser role as well!

A large client bank is provided, along with marketing support.

Our client ranks among the UK's most esteemed and substantial firms of independent financial advisers. Their four-decade-long reputation for expertise, independence, and service has garnered numerous industry accolades.

They are staunch advocates for truly independent financial advice and fervently uphold this philosophy. Their independence grants them full market access, which they assert is the sole path to suitable advice.

Key Features:

- Fully independent, established brand

- Collaborative team environment with local office presence

- Managerial support and coaching

- Administrative assistance

- Centralized lead generation

- Affinity group connections

- Provided large client bank of professionals

- Redundancy and Retirement Seminars

- In-house Investment Research team

- In-house Business Quality team

- Solid T&C framework

- Annual Overseas Conventions

- Retirement planning through Practice Buy Out

Employment package: £40,000 salary plus benefits - Year one OTE: £60,000, with the average adviser income being £100,000 thereafter.

Requirements:

- Level 4 Diploma in Regulated Financial Planning (Level 4 candidates only)

- Experience as a Financial Adviser or Paraplanner

- Proficient in networking, presenting, and business development

- Self-motivated, personable, and empathetic with a client-centered approach

- Driven and passionate, committed to providing outstanding client service

Interested in more details? Apply for a confidential discussion.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.