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For Companies At a Glance
- Tasks: Advise clients on investments and build long-term relationships while managing your own business.
- Company: Join a well-established name in the financial services sector with full support.
- Benefits: Enjoy flexible remote work options and a negotiable salary.
- Why this job: Perfect for those seeking independence and the chance to focus on their passion as an IFA.
- Qualifications: Must hold Advanced Diploma in Financial Planning or equivalent, with FCA Approved Wealth Manager experience.
- Other info: Work with a diverse portfolio of clients and let us handle compliance and admin.
The predicted salary is between 36000 - 60000 £ per year.
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 a 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.
IFA, Self Employed employer: Recruitment Resolution Ltd
Contact Detail:
Recruitment Resolution Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA, Self Employed
✨Tip Number 1
Network with other financial professionals and attend industry events to build connections. This can help you gain referrals and insights into potential clients, which is crucial for a self-employed IFA.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise and connect with potential clients. Share valuable content related to financial planning to establish yourself as a knowledgeable resource in the field.
✨Tip Number 3
Consider joining professional associations or groups related to financial advising. These can provide you with access to resources, training, and networking opportunities that can enhance your credibility and client base.
✨Tip Number 4
Focus on building long-term relationships with clients by offering personalised advice and exceptional service. Happy clients are more likely to refer you to others, helping you grow your business organically.
We think you need these skills to ace IFA, Self Employed
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications, such as the Advanced Diploma in Financial Planning or ACII. Emphasise your experience as a FCA Approved Wealth Manager and any relevant skills that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for being an IFA and your ability to generate business independently. Mention your experience with high-profile clients and your understanding of FCA and HMRC regulations.
Showcase Your Skills: In your application, provide specific examples of your negotiation, presentation, and analytical skills. Highlight instances where you've successfully built long-term client relationships or hunted for new business.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial in the financial services sector.
How to prepare for a job interview at Recruitment Resolution Ltd
✨Showcase Your Qualifications
Make sure to highlight your Advanced Diploma in Financial Planning or ACII qualifications during the interview. Discuss how your education has prepared you for the role and how it aligns with the company's expectations.
✨Demonstrate Your Experience
Be ready to share specific examples of your experience as a FCA Approved Wealth Manager. Talk about your work with high-profile clients and how you've successfully navigated FCA and HMRC regulations in the past.
✨Emphasise Your Independence
Since this role is self-employed, express your enthusiasm for independence and flexibility. Share how you plan to generate business and build long-term relationships with clients while managing your own schedule.
✨Prepare for Client Scenarios
Anticipate questions about advising clients on personal pensions, ISAs, and other investment products. Prepare to discuss your analytical skills and how you approach client needs, ensuring you can demonstrate your expertise in these areas.
