Independent Financial Advisor
Independent Financial Advisor

Independent Financial Advisor

Freelance 36000 - 60000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Join a team of Independent Financial Advisors, providing expert financial advice and support.
  • Company: An FCA authorised network with over 25 years of success and financial stability.
  • Benefits: Enjoy competitive earnings, full compliance support, and modern online systems.
  • Why this job: Experience true independence and exceptional support while building your client portfolio.
  • Qualifications: Must be an experienced IFA with a passion for client success.
  • Other info: Immediate interviews available for those ready to take the next step.

The predicted salary is between 36000 - 60000 £ per year.

Join a leading network with 25+ years of success. Our client, an established and financially secure network, is seeking experienced IFAs to join their completely independent team offering genuine independence and exceptional support.

Key Benefits:

  • 19% retention on first £25k, then 12.5% on excess
  • Realistic OTE: £45,000 - £100,000+ for established advisers
  • £95 monthly fee (waived first 3 months)
  • Weekly commission payments
  • Whole of market access with all exclusives
  • 100% compliance support - we handle everything
  • 2-year clawback period (4-year with some providers)

What We Offer:

  • Full regulatory and compliance management
  • Professional Indemnity Insurance (low excess)
  • Lead generation programmes
  • Business development support
  • Modern online systems (24/7 access)
  • Quarterly training meetings
  • Electronic file storage and archiving

Perfect For:

  • Experienced IFAs seeking better support
  • Those dissatisfied with current networks
  • Advisers wanting true independence
  • Portfolio managers looking to build/transfer their client bank
  • Self-employed or Limited Company basis

About Our Client:

  • FCA authorised network since 1992
  • Financially secure (own premises, no debt)
  • Whole of market philosophy
  • Proven track record of adviser success

Additional Benefits:

  • Referral fees for successful IFA introductions
  • Mentoring programme available
  • Progression support for Mortgage Advisers
  • Funds under management opportunities
  • Quick, simple joining process

Ready for genuine independence with unparalleled support? We offer confidential discussions and can arrange immediate interviews.

R

Contact Detail:

R Talent Partners Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Independent Financial Advisor

✨Tip Number 1

Network with other Independent Financial Advisors (IFAs) to gain insights into their experiences and the support they receive. This can help you understand the unique benefits of joining our team and how to effectively communicate your value during discussions.

✨Tip Number 2

Familiarise yourself with the latest financial regulations and compliance requirements. Being well-versed in these areas will not only boost your confidence but also demonstrate your commitment to professionalism when engaging with us.

✨Tip Number 3

Prepare to discuss your client management strategies and how you plan to leverage our lead generation programmes. Showing that you have a proactive approach to building your client bank will make you stand out as a candidate.

✨Tip Number 4

Consider how you can utilise our training and mentoring programmes to enhance your skills. Be ready to articulate your professional development goals and how our support can help you achieve them during your conversations with us.

We think you need these skills to ace Independent Financial Advisor

Financial Planning
Investment Knowledge
Regulatory Compliance
Client Relationship Management
Sales Skills
Market Analysis
Risk Assessment
Communication Skills
Negotiation Skills
Time Management
Networking Skills
Problem-Solving Skills
Adaptability
Business Development

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience as an Independent Financial Advisor. Focus on your achievements, client management skills, and any relevant qualifications that align with the job description.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your desire for independence. Mention specific reasons why you want to join this network and how your experience aligns with their values.

Highlight Relevant Experience: In your application, emphasise your previous roles and successes in financial advising. Use quantifiable results to demonstrate your ability to generate leads and manage client portfolios effectively.

Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which is crucial in the financial sector.

How to prepare for a job interview at R Talent Partners

✨Understand the Company Culture

Before your interview, take some time to research the company's values and culture. This will help you align your answers with what they are looking for in a candidate and demonstrate that you are a good fit for their team.

✨Prepare Your Success Stories

Think of specific examples from your past experience that showcase your skills as an Independent Financial Advisor. Be ready to discuss how you've successfully managed client portfolios or navigated complex financial situations.

✨Ask Insightful Questions

Prepare thoughtful questions to ask during the interview. This shows your genuine interest in the role and helps you understand how the company supports its advisers, which is crucial for your success.

✨Highlight Your Independence

Since the role emphasises genuine independence, be sure to articulate how you have thrived in self-directed environments. Discuss your ability to manage your own client relationships and make decisions that benefit your clients.

Independent Financial Advisor
R Talent Partners
R
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