Back to search
Are you an experienced Financial Advisor ready for the next big step in your career? My client, a forward-thinking IFA firm I’ve proudly worked with for several years, is offering an exceptional opportunity to join their team. With a strong focus on building lasting client relationships, this firm is perfect for a driven professional who is eager to be part of a thriving and expanding organisation.
An established and respected IFA firm with an impressive Assets Under Management circa of £200 million is seeking an experienced Independent Financial Advisor to join their growing team. This fully remote position offers a competitive salary of up to £120,000, equity ownership, and the flexibility to manage your own caseload while working from anywhere.
In this role, you will deliver tailored, high-quality financial advice to a diverse client base. By understanding client objectives, you’ll offer comprehensive financial planning that includes investment strategies, retirement planning, tax mitigation, and estate planning. You'll have the autonomy to manage your caseload, strengthen client relationships, and craft bespoke solutions to help clients achieve their long-term goals.
To be considered, candidates must hold relevant industry qualifications such as a Diploma in Financial Planning and be CF30 certified. Proven experience as an Independent Financial Advisor with a demonstrated ability to grow and manage a client base is essential. Expertise in investment management, tax, pensions, and estate planning is required, along with excellent communication skills to explain complex financial concepts clearly. A strong grasp of compliance and regulatory requirements within financial services is also vital.
The firm is committed to your success, offering ongoing support, access to a comprehensive suite of financial products, and the unique opportunity for equity ownership, positioning you to share in the company's growth and success.
If you're ready to shape your future and thrive within a firm that values client relationships and professional excellence, contact Joanna at Financial Divisions to learn more about this exciting opportunity.
