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Self-Employed Independent Financial Advisor, IFA

Self-Employed Independent Financial Advisor, IFA

Recruitment Resolution

Posted 13 hours ago, valid for 2 days

London, Greater London EC1R 0WX

Full Time

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Sonic Summary

The position of Self-Employed Independent Financial Advisor (IFA) offers a basic salary of approximately £60,000 per annum, along with a bonus structure.
Candidates should have proven experience as a FCA Approved Wealth Manager and ideally hold the Advanced Diploma in Financial Planning or equivalent qualifications.
The role allows for flexibility in working arrangements, offering the option to work remotely or from the Mayfair office in London.
This opportunity is ideal for those who want to generate business independently while focusing on advising clients about personal pensions, ISAs, and retirement investments.
Successful candidates will enjoy long-term client relationships and the support of an established name in the financial services sector.

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

Basic salary circa £60k per annum.
Bonus Structure.
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.

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