Independent Financial Advisor
Independent Financial Advisor

Independent Financial Advisor

Full-Time 43200 - 72000 £ / year (est.) No home office possible
167 Solutions Ltd

At a Glance

  • Tasks: Provide tailored financial advice and build strong client relationships.
  • Company: Dynamic and expanding financial services firm in North West London.
  • Benefits: Hybrid working, excellent benefits, and opportunities for professional growth.
  • Why this job: Join a growing team and make a real difference in clients' financial lives.
  • Qualifications: Experience in financial advisory and a passion for client service.
  • Other info: Supportive environment with a focus on career development.

The predicted salary is between 43200 - 72000 £ per year.

Job Title: Independent Financial Advisor (IFA)

Location: London / Hybrid

Salary: Competitive + Uncapped Commission + Benefits

Job Type: Permanent

About the Role

167 Solutions Ltd are recruiting on behalf of a growing, FCA-regulated financial services firm seeking an experienced Independent Financial Advisor (IFA) to join their expanding team.

This is an excellent opportunity to work in a client-focused environment, providing holistic financial advice across a wide range of products, with strong earning potential and long-term career growth.

Key Responsibilities

  • Provide independent, holistic financial advice to clients across pensions, investments, protection, and estate planning
  • Conduct detailed fact-finds and financial reviews to assess client needs and objectives
  • Build and maintain long-term client relationships
  • Develop tailored financial plans and recommend suitable products
  • Ensure all advice is compliant with FCA regulations and internal policies
  • Generate new business through referrals, networking, and existing client relationships
  • Maintain accurate client records and documentation

Requirements

  • Proven experience as an Independent Financial Advisor / Financial Planner
  • Level 4 Diploma in Financial Planning (minimum requirement)
  • Strong knowledge of pensions, investments, and protection products
  • Excellent communication and client relationship skills
  • Ability to manage and grow a client portfolio
  • Self-motivated and target-driven

What\’s on Offer

  • Competitive basic salary (DOE)
  • Uncapped commission structure
  • Hybrid / flexible working
  • Existing client bank and lead support (where applicable)
  • Ongoing professional development and support
  • Clear career progression

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Independent Financial Advisor employer: 167 Solutions Ltd

Join a dynamic and expanding financial services firm in North West London, where you will benefit from a hybrid working model that promotes work-life balance. With excellent benefits and a supportive work culture, this company prioritises employee growth and development, offering you the opportunity to thrive in your career while making a meaningful impact on clients' financial futures.
167 Solutions Ltd

Contact Detail:

167 Solutions Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Independent Financial Advisor

✨Tip Number 1

Network like a pro! Get out there and connect with other financial advisors and industry professionals. Attend local events or join online forums to build relationships that could lead to job opportunities.

✨Tip Number 2

Showcase your expertise! Create a personal brand by sharing insights on social media or writing articles about financial advice. This not only demonstrates your knowledge but also makes you more visible to potential employers.

✨Tip Number 3

Prepare for interviews by practising common questions and scenarios specific to the financial advisory role. We recommend doing mock interviews with friends or using online resources to boost your confidence.

✨Tip Number 4

Don’t forget to apply through our website! We’ve got loads of great opportunities waiting for you, and applying directly can sometimes give you an edge over other candidates.

We think you need these skills to ace Independent Financial Advisor

Client-Focused Approach
Financial Planning
Investment Knowledge
Regulatory Compliance
Communication Skills
Relationship Management
Analytical Skills
Problem-Solving Skills
Sales Skills
Market Research
Negotiation Skills
Time Management
Adaptability

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Independent Financial Advisor role. Highlight your relevant experience and skills that align with what we're looking for. We want to see how you can contribute to our growing team!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial advising and how you can help our clients. Keep it engaging and personal – we love to see your personality come through.

Showcase Your Client-Focused Approach: In your application, emphasise your client-focused mindset. Share examples of how you've successfully built relationships and provided excellent service in previous roles. We’re all about putting clients first at StudySmarter!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we love seeing applications come in through our own platform!

How to prepare for a job interview at 167 Solutions Ltd

✨Know Your Financial Stuff

Brush up on the latest financial regulations and market trends. Being well-versed in these areas will not only show your expertise but also demonstrate your commitment to staying informed in a rapidly changing industry.

✨Showcase Your Client-Centric Approach

Prepare examples of how you've successfully built relationships with clients in the past. Highlighting your ability to understand and meet client needs will resonate well with the firm’s focus on client satisfaction.

✨Ask Insightful Questions

Come prepared with thoughtful questions about the firm's growth plans and their approach to client service. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.

✨Dress the Part

Even if the interview is hybrid, make sure to dress professionally. First impressions matter, and looking polished will help convey your seriousness about the position and respect for the interview process.

Independent Financial Advisor
167 Solutions Ltd

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