Independent Financial Adviser

Are you an experienced financial planner with a passion for helping clients achieve their financial goals? Do you thrive in a dynamic environment where you can shape and grow a business? If so, we have an exciting opportunity for you!

About My Client: They are a forward-thinking financial planning firm committed to providing comprehensive financial advice and services. Their goal is to acquire small IFA firms and build on our current offerings to create a robust, client-centered business. They pride themselves on their dedication to excellence and the ability to adapt to the ever-changing financial landscape.

Key Responsibilities:

Onboarding of acquired client bank

Lead and develop the financial planning team.

Provide strategic financial advice to a diverse client base.

Build and enhance current service offerings.

Maintain compliance with all relevant regulations and standards.

Qualifications:

Proven experience as a financial planner with a successful track record.

Strong knowledge of financial planning and investment strategies.

Excellent leadership and communication skills.

Ability to work independently and as part of a team.

Diploma in Financial Planning, ideally Chartered.

What They Offer:

Competitive salary and benefits package.

Opportunities for professional growth and development.

A supportive and collaborative work environment.

The chance to make a significant impact on the firm's future.

If you are ready to take on this exciting challenge and contribute to our success, we would love to hear from you!

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