Home
Brentwood
Financial planner
Independent Financial Advisor

Independent Financial Advisor

Synchronicity Group

Posted 24 days ago, valid for 12 days

Brentwood, Essex CM15 8TG, England

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

Our client, a growing employee-owned IFA in Essex, is looking for a motivated Independent Financial Adviser / Financial Planner with a Level 4 Diploma in Financial Planning.
Candidates should ideally have a proven track record as an IFA, but Associate Financial Planners who demonstrate the ability to generate new business will also be considered.
The role involves building long-term client relationships, providing expert financial advice, and managing portfolios, with a salary structure offering either a basic salary plus a percentage of fees or a commission-only model.
Strong communication skills and proficiency in financial planning software are essential, along with a self-motivated and entrepreneurial mindset.
Experience in the financial advisory field is preferred, with the ability to network and self-generate new business being crucial for success.

Role Overview:

Our client, an employee-owned and growing IFA in Essex, is seeking a motivated and experienced Independent Financial Adviser / Financial Planner (IFA). In this role, you will build long-term client relationships, provide expert financial advice, and help clients achieve their financial goals. You will manage portfolios, generate new business, and ensure compliance with regulatory standards.

There are legacy clients to review and generate new business from and full paraplanning, admin and marketing support, but you will need to be able to network and self-generate new business in order to grow your client book.

Key Responsibilities:

Build and maintain strong client relationships, delivering tailored financial planning advice.
Provide expert guidance on pensions, investments, protection, and inheritance tax planning.
Regularly review and manage client portfolios to align with financial goals and risk profiles.
Generate new business through referrals, networking, and proactive outreach.
Ensure all advice and recommendations comply with FCA regulations and company standards.
Conduct research to identify suitable financial products and solutions.
Collaborate with support teams to streamline the advisory process.

Key Requirements:

Level 4 Diploma in Financial Planning (required).
Ideally a proven track record as an Independent Financial Adviser, although Associate Financial Planners (not yet CAS) will also be considered if you can show the drive and capability to win new business.
Strong communication and interpersonal skills, with the ability to simplify complex financial information.
Proficient in financial planning software and CRM systems (e.g., Intelligent Office).
Self-motivated with excellent organisational skills.

Personal Attributes:

Client-focused with a commitment to exceptional service.
Ethical, professional, and proactive approach to financial planning.
Entrepreneurial mindset with the drive to grow and develop a client base.

Our client offers the option of either a basic salary and then a percentage of all fees generated (new and trail) above 2.5x salary, or you can take a commission only model (but with an employed contract and associated benefits) where you will take a percentage of all business, new and trail, from day one.

Apply now in a few quick clicks