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Self-Employed Independent Financial Advisor, IFA

Recruitment Resolution
Posted a day ago, valid for a month
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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  • This position offers a self-employed Independent Financial Advisor (IFA) role with a negotiable salary.
  • Candidates can choose to work remotely or from the Mayfair office in London.
  • The role is ideal for an experienced IFA who has the Advanced Diploma in Financial Planning or equivalent qualifications.
  • Applicants should have proven experience as a FCA Approved Wealth Manager and familiarity with FCA and HMRC regulations.
  • The opportunity emphasizes building long-term client relationships while providing flexibility and support in compliance and administration.

Top reasons to work as a Self-Employed IFA for this client:

  • Salary Negotiable; Self-Employed
  • Choose to work remotely or enjoy working from Mayfair office in London.
  • Join an established name in the financial services sector, which offers you full support.
  • Focus on your passion of being an IFA and let the compliance / admin be taken care of.
  • Opportunity would suit an IFA who wants to generate business and be independent.
  • Enjoy the flexibility that being self-employed brings you using the whole market.
  • Advise clients on personal pension, ISA, GIA, Bond investments & retirement.
  • Focus on long term trusted client relationships working with diverse portfolio of clients.

Expected Qualifications, Skills & Experience:

  • Hold the Advanced Diploma in Financial Planning or ACII qualifications or equivalent.
  • Proven experience as a FCA Approved Wealth Manager.
  • Working knowledge of FCA and HMRC regulations.
  • Experienced working with high profile clients,
  • Negotiation and presentation skills,
  • Analytical and investment skills,
  • Happy to hunt new business.

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.