At a Glance
- Tasks: Advise clients on investments and build long-term relationships while managing your own business.
- Company: Established name in the financial services sector with full support for IFAs.
- Benefits: Negotiable salary, remote work flexibility, and focus on your passion as an IFA.
- Other info: Ideal for self-motivated individuals looking to grow their own client base.
- Why this job: Enjoy independence and flexibility while making a real impact in clients' financial lives.
- Qualifications: Advanced Diploma in Financial Planning or equivalent, plus experience with high-profile clients.
The predicted salary is between 50000 - 70000 £ 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 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.
We think you need these skills to ace Remote Self-Employed Independent Financial Advisor, IFA in Portsmouth
Advanced Diploma in Financial Planning
ACII qualifications
FCA Approved Wealth Manager
FCA regulations knowledge
HMRC regulations knowledge
Negotiation Skills
Presentation Skills
