Independent Financial Advisor (IFA)

Qubit Talent Ltd

Posted 7 hours ago, valid for 16 days

London, Greater London EC1R 0WX

Full Time

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Are you a seasoned Independent Financial Advisor (IFA) with a passion for delivering bespoke financial planning solutions to Ultra-High-Net-Worth (UHNW) clients? Our client, a prestigious and forward-thinking Financial Planning firm, is seeking a talented IFA to join their dynamic team. This is a rare opportunity to work with an established firm renowned for its dedication to excellence and exceptional client service.

Key Responsibilities

Provide expert financial advice and tailored planning strategies to UHNW individuals, ensuring their wealth is managed efficiently and sustainably.
Build and maintain trusted relationships with clients, offering a holistic approach to their financial needs.
Leverage your existing client book to enhance business growth while also engaging with new, high-value prospects.
Collaborate with an experienced team of professionals to deliver seamless client experiences across investment, retirement, tax, and estate planning.
Stay updated on market trends, legislative changes, and emerging financial strategies to provide the highest standard of advice.

About You

Proven experience as an Independent Financial Advisor, ideally with a track record of working with UHNW clients.
A strong network or existing client book to bring value to the firm from the outset.
FCA qualification (minimum Level 4 Diploma in Financial Planning); Chartered Financial Planner status is highly desirable.
Exceptional interpersonal and communication skills, with the ability to build long-term client relationships.
Entrepreneurial mindset with a client-first approach and a commitment to integrity and professionalism.

What’s on Offer

A competitive base salary with an uncapped commission structure tailored to reward high performance.
The opportunity to work with a highly regarded Financial Planning firm offering access to top-tier resources and support.
Flexible working arrangements to suit your lifestyle and enhance work-life balance.
Comprehensive professional development opportunities to support your career growth.

How to ApplyIf you are a dedicated Independent Financial Advisor looking to elevate your career and make a meaningful impact in the world of UHNW financial planning, we’d love to hear from you. Please send your CV and a brief cover letter