Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Build long-term relationships with clients and provide tailored financial advice.
- Company: Dynamic financial planning firm offering remote work and comprehensive support.
- Benefits: Competitive salary, bonuses, car allowance, and generous holiday package.
- Why this job: Join a supportive team and make a real difference in clients' financial lives.
- Qualifications: Level 4 Diploma in financial planning and proven client relationship skills.
- Other info: Flexible home-based role with opportunities for professional growth and development.
The predicted salary is between 36000 - 60000 £ per year.
This exciting, employed, remote based Independent Financial Planner job is the full package! The business will provide you with leads, existing clients, full back office support and cost effective solutions to clients! This proposition is well suited to proactive, experienced Financial Planners who enjoy building great, long-term relationships with new and existing clients.
You should look to make use of the excellent tools available to drive new business such as professional introducers, business planning, referrals and suite of marketing resources. You will be given a healthy portfolio of existing clients with aim to retain, service and grow this further. They have a wide range of clients, with most being Business Owners, Entrepreneurs, Professional or Retail Clients. Plus, you may be provided with some corporate clients, where you will have the opportunity to provide seminars and financial clinics, either at the clients' homes, business premises or via Teams.
You will receive up to 8 pre-qualified leads per month from their contact team, enabling you to grow your client bank even further. You should focus on conducting in-depth reviews to understand your client's current and future financial goals and objectives, and with the support of their back office team formulate appropriate financial strategies. You will be advising on clients' pensions, savings, investments, IHT, trusts and other financial needs. Excellent remuneration package provided to reward your productivity. This is a home-based role with remote working, including telephone / video interaction with clients. Although, you should aim to meet clients in-person, as this works well to deepen relationships and opportunity to develop referrals (car allowance and mileage provided).
Financial Planner Requirements- You must hold full Level 4 Diploma in financial planning or equivalent, holding CAS status as an experienced Financial Advisor providing holistic financial planning (including IHT, trust & estates, investments, pensions and protection).
- You must have a proven track record in converting lead opportunities, networking and attracting new clients through business development activities - you will be asked to demonstrate this during the interview process.
- You must have a proven track record of retaining excellent ongoing relationships, ideally from acquired clients or taking over servicing from another Advisor.
- You should have a client centric approach and have dedication to doing the right thing for clients.
- You should have excellent interpersonal skills, approachability, professionalism and good IT skills.
- You must be open to travelling up to 2 hours from your home for client meetings and also attend their Head Office in West Midlands up to once per month.
Our client ensures their Financial Planners have comprehensive support in place to enable them to thrive. You will receive end-to-end in-house support from their admin and paraplanning teams. Plus, an ongoing learning and development culture that encourages and supports professional development. In addition, an in-house marketing team who have a consultative approach.
Financial Planner Benefits- Salary negotiable with excellent salary and bonus structure on offer.
- Remuneration packages also includes car allowance, excellent bonus structure, mileage reimbursement, 6x DIS, 25 days holiday plus bank holidays, birthday off, 1 paid day off to undertake charitable work, discounted financial advice, retailer discounts, MediCash, and access to remote GP anytime.
- Home based role with travel to meet clients in person and use of their regional offices if desired.
- Self-employed option available, if you would prefer.
Locations Nationwide
Independent Financial Adviser employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser
✨Tip Number 1
Get to know the company inside out! Before your interview, dive into their website and social media. Understanding their values and services will help you connect better during the chat.
✨Tip Number 2
Practice makes perfect! Run through common interview questions with a mate or in front of the mirror. This will help you articulate your experience and show off your client-centric approach.
✨Tip Number 3
Bring your A-game with examples! Be ready to share specific stories about how you've built relationships and converted leads in the past. This will demonstrate your proactive nature and expertise.
✨Tip Number 4
Don’t forget to ask questions! Show your interest by preparing thoughtful questions about their support systems and growth opportunities. It’s a two-way street, and we want to see you engaged!
We think you need these skills to ace Independent Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Independent Financial Adviser role. Highlight your experience in financial planning, client relationships, and any relevant qualifications. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your skills align with our needs. We love seeing genuine enthusiasm for the role!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Whether it’s converting leads or building client relationships, we want to know how you’ve made an impact in your previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Premier Jobs UK
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around pensions, investments, and IHT. Be ready to discuss how you've successfully converted leads into clients in the past, as this will show your experience and expertise.
✨Showcase Your Client-Centric Approach
Prepare examples that highlight your dedication to client relationships. Think about times when you've gone above and beyond for a client or how you've maintained long-term relationships. This is key for demonstrating your fit for the role.
✨Be Ready to Discuss Business Development
Since the role involves attracting new clients, come prepared with strategies you've used in the past. Whether it's networking, referrals, or using marketing resources, be specific about what worked for you and how you can apply it here.
✨Practice Your Interpersonal Skills
As this role requires excellent interpersonal skills, practice how you'll communicate during the interview. Consider doing mock interviews with friends or family to refine your approachability and professionalism, which are crucial for building client relationships.
