SonicJobs Logo
Left arrow iconBack to search

Independent Financial Adviser

KFS Recruitment
Posted 15 days ago, valid for 25 days
Location

Croydon, Surrey CR0 5RD

Salary

£30,000 - £36,000 per annum

info
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

info
  • The role involves providing financial advice to a portfolio of clients, focusing on areas such as investments and retirement planning.
  • Candidates must have at least 3 years of experience in a financial advisory role and hold a Diploma in Regulated Financial Planning or equivalent qualifications.
  • The position offers a basic salary in the range of £60,000 to £65,000, along with an attractive commission structure.
  • Successful candidates will benefit from immediate access to an existing client bank and ongoing administrative support.
  • Flexible working options are available, along with opportunities for career development and competitive compensation.

Role and Responsibilities:

Client Management: Provide financial advice to a portfolio of existing clients, focusing on investments, retirement planning, tax planning, and estate management

Relationship Building: Build long-lasting relationships, ensuring client satisfaction, retention, and referrals

Financial Planning: Conduct comprehensive financial reviews, assessing each client’s unique needs, goals, and risk profiles to deliver personalized financial plans.

Product Recommendation: Utilise a wide range of products and services to meet client objectives, staying compliant with regulatory standards

Ongoing Service: Conduct regular reviews with clients, keeping them informed of their portfolio’s performance and any new opportunities

Grow you client bank: Gain new clients via referral, professional connections etc.

Skills/experience required:

Qualified IFA: Diploma in Regulated Financial Planning (DipFA) or equivalent and CAS essential; full CeMAP qualification is a plus, Chartered status or near to an advantage.

Proven Experience: At least 3+ years in a financial advisory role, with a strong track record in managing and growing a client bank.

Strong Communicator: Excellent interpersonal and communication skills, with the ability to explain complex financial concepts in a clear and approachable way.

Client-Centric Approach: Demonstrated ability to prioritize client needs and build trusted relationships

Regulatory Awareness: In-depth knowledge of regulatory requirements and commitment to maintaining compliance.

Additional information:

Flexible Working Options: Flexibility with office-based, remote, or hybrid working

  • Basic salary - likely to be in the range of £60-65,000 + attractive commission structure
  • Existing Client Bank: Immediate access to a client bank.
  • Ongoing Support: Administrative and paraplanning support to help you focus on delivering quality advice.
  • Career Development: Opportunities for professional growth and advancement within our expanding firm.
  • Competitive Compensation: Attractive salary with performance-based incentives.

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.