Independent Financial Advisor
Independent Financial Advisor

Independent Financial Advisor

Portsmouth Freelance 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Join a team of Independent Financial Advisors providing exceptional support and independence.
  • Company: An FCA authorised network with over 25 years of proven success and financial security.
  • Benefits: Enjoy competitive earnings, weekly commission payments, and comprehensive compliance support.
  • Why this job: Perfect for experienced IFAs seeking true independence and better support in their career.
  • Qualifications: Ideal for experienced IFAs or portfolio managers looking to build their client bank.
  • Other info: Quick joining process and opportunities for mentoring and progression.

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

Join a Leading Network with 25+ Years 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.

Independent Financial Advisor employer: R Talent Partners

Our client stands out as an exceptional employer for Independent Financial Advisors, offering a supportive and independent work environment backed by over 25 years of success. With competitive earnings potential, comprehensive compliance management, and ongoing professional development opportunities, this financially secure network fosters a culture of growth and collaboration, making it an ideal choice for experienced advisers seeking true independence in their careers.
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 what to expect from our client and how to position yourself as a strong candidate.

✨Tip Number 2

Familiarise yourself with the latest financial regulations and compliance requirements. Being knowledgeable in these areas will not only boost your confidence but also demonstrate your commitment to professionalism during discussions.

✨Tip Number 3

Prepare to discuss your client management strategies and how you plan to build or transfer your client bank. Our client values advisers who can articulate their approach to business development and client retention.

✨Tip Number 4

Highlight any experience you have with lead generation programmes or business development support. Showcasing your proactive approach to growing your practice will resonate well with our client's focus on independence and support.

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
Business Development
Adaptability

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 are interested in joining this network and how your experience aligns with their values.

Highlight Relevant Experience: In your application, emphasise your previous roles and successes as an IFA. Include metrics or examples of how you've helped clients achieve their financial goals, which will demonstrate your capability and fit for the role.

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

✨Showcase Your Experience

As an Independent Financial Advisor, your experience is key. Be prepared to discuss your previous roles, the types of clients you've worked with, and how you've successfully managed their portfolios. Highlight any specific achievements that demonstrate your ability to generate income and provide exceptional service.

✨Understand the Company’s Values

Research the network's philosophy and values before the interview. Understanding their commitment to independence and support will allow you to align your answers with what they are looking for in a candidate. This shows genuine interest and helps you stand out.

✨Prepare Questions

Interviews are a two-way street. Prepare insightful questions about their lead generation programmes, compliance support, and training opportunities. This not only demonstrates your enthusiasm but also helps you assess if the company is the right fit for you.

✨Discuss Your Client Management Strategy

Be ready to talk about how you manage client relationships and your approach to building a client bank. Discuss any tools or systems you use to maintain organisation and communication, as this aligns with their modern online systems and support structure.

Independent Financial Advisor
R Talent Partners
R
  • Independent Financial Advisor

    Portsmouth
    Freelance
    36000 - 60000 £ / year (est.)

    Application deadline: 2027-06-07

  • R

    R Talent Partners

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