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Are you an experienced Financial Advisor looking to take your career to the next level? We’re excited to offer an exceptional opportunity with a forward-thinking, growing IFA firm that values lasting client relationships and is dedicated to innovation. This is the perfect role for a motivated and ambitious financial professional eager to make an impact in a dynamic and expanding firm.
Our client, a respected IFA firm with circa £200 million in Assets Under Management (AUM), is seeking an Independent Financial Advisor to join their growing team. This hybrid role offers the best of both worlds—flexibility to work remotely while also having access to the supportive team environment at their Inverness office.
Why This Role is Perfect for You:
- Competitive Salary: Up to £100k, plus the opportunity for equity ownership in the business.
- Hybrid working: Flexibility to work both from home and in the office.
- Professional Growth: Access to a wide range of financial products and ongoing development opportunities.
- Autonomy: The opportunity to manage your own client base and create bespoke financial plans.
In this role, you’ll have the chance to provide high-quality, tailored financial advice across areas such as investment strategies, retirement planning, tax mitigation, and estate planning. Your ability to understand each client’s unique financial goals will allow you to deliver comprehensive solutions that help them secure long-term success.
What We’re Looking for:
- A Diploma in Financial Planning and CF30 certification.
- Proven experience as an Independent Financial Advisor with a strong track record of growing and managing client relationships.
- Expertise in financial planning, including investment management, pensions, tax, and estate planning.
- Excellent communication skills and the ability to explain complex financial concepts clearly.
- A solid understanding of compliance and regulatory requirements.
This is your chance to join a respected firm that offers you equity ownership—giving you a stake in the company’s future success. If you’re ready to take your career to new heights and become a valued member of a firm that truly values its clients and employees, we’d love to hear from you.
To explore this exciting opportunity, contact Joanna at Financial Divisions today!
