Independent Financial Advisor
Independent Financial Advisor

Independent Financial Advisor

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

  • Tasks: Join a dynamic team as an Independent Financial Advisor, providing expert financial guidance.
  • Company: Be part of a financially secure network with over 25 years of success in the industry.
  • Benefits: Enjoy competitive earnings, weekly commissions, and comprehensive compliance support.
  • Why this job: Experience true independence while receiving exceptional support and resources to grow your client base.
  • Qualifications: Ideal for experienced IFAs seeking better support and those wanting to build their own portfolio.
  • Other info: Quick joining process and opportunities for mentoring and progression available.

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.

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 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. Having a clear vision will show potential employers that you are proactive and ready to contribute to their network.

✨Tip Number 4

Take advantage of any mentoring programmes offered by the network. Engaging with a mentor can provide you with valuable insights and guidance, making you a more attractive candidate for the role.

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
Business Development
Time Management
Networking Skills
Problem-Solving Skills
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 can contribute to their success.

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

✨Know Your Numbers

As an Independent Financial Advisor, it's crucial to be well-versed in your financial metrics. Be prepared to discuss your previous earnings, client retention rates, and how you plan to achieve the realistic OTE of £45,000 - £100,000+. This shows that you understand the business side of being an IFA.

✨Demonstrate Independence

Since the role emphasises genuine independence, be ready to explain how you have operated independently in the past. Share examples of how you've made decisions for your clients without external pressures, showcasing your ability to thrive in a self-directed environment.

✨Highlight Compliance Knowledge

With 100% compliance support offered, it’s important to show your understanding of regulatory requirements. Discuss your experience with compliance management and how you ensure adherence to FCA regulations, which will reassure them of your professionalism.

✨Prepare Questions About Support

The job offers exceptional support, so come prepared with questions about the mentoring programme and lead generation initiatives. This not only shows your interest in the role but also helps you gauge how well the network aligns with your career goals.

Independent Financial Advisor
R Talent Partners
R
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