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Indepdendent Financial Advisor

167 Solutions Ltd
Posted 7 hours ago, valid for 9 days
Location

London, Greater London EC1R 0WX

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 Independent Financial Adviser (IFA) position is available in North West London through a partnership with 167 Solutions Ltd.
  • Candidates should have at least 3 years of experience in financial advising to qualify for this role.
  • The role offers a competitive salary along with an attractive compensation package tailored to reward expertise and success.
  • Advisers will benefit from a comprehensive support network, including paraplanning and administrative assistance, to deliver exceptional client service.
  • This position emphasizes building long-term client relationships while utilizing advanced technology and resources for efficient business development.

Independent Financial Adviser (IFA) - North West London

Partnered with 167 Solutions Ltd

Are you an experienced financial professional ready to take the next step in your career? 167 Solutions Ltd is proud to partner with a growing and ambitious Financial Advisory Business based in North West London. This opportunity offers the chance to work with a supportive, well-resourced team and access the tools you need to thrive in your career.

Why Join?

Our client provides an exceptional platform for Independent Financial Advisers, ensuring you have the resources and infrastructure to build and sustain long-term relationships with your clients. Here’s what’s on offer:

  • Comprehensive Support Network: Access to an experienced team offering paraplanning, administrative assistance, technical expertise, and regulatory guidance to help you deliver an exceptional service to your clients.
  • Business Development Resources: Benefit from warm leads, detailed client data, and proactive administrative support, enabling you to focus on growing and managing your portfolio.
  • Efficient Systems and Tools: Advanced technology and streamlined systems designed to simplify processes, reduce workload, and maximise efficiency.
  • Attractive Compensation Package: Competitive terms tailored to reward your expertise and success.

About the Role

As an Independent Financial Adviser, you will:

  • Provide expert, tailored financial advice to clients across various areas, including pensions, investments, and protection.
  • Build and maintain long-term relationships with clients, delivering exceptional service that fosters trust and loyalty.
  • Leverage the company’s comprehensive support network, including para-planning, administrative assistance, technical expertise, and regulatory guidance, to deliver a seamless and efficient client experience.
  • Utilise warm leads, detailed client data, and state-of-the-art systems to enhance your business development efforts.
  • Manage your client portfolio independently while receiving operational and strategic support from the in-house team.
  • Stay compliant with all regulatory requirements and uphold the highest ethical standards in all aspects of your work.
  • Contribute to the ongoing growth and reputation of the business through professionalism and dedication.

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.