Independent Financial Advisor
Independent Financial Advisor

Independent Financial Advisor

Warrington Freelance 36000 - 60000 £ / year (est.) Home office (partial)
R

At a Glance

  • Tasks: Join a supportive team as an Independent Financial Advisor, managing client portfolios and providing expert advice.
  • Company: Be part of a financially secure network with over 25 years of success in the industry.
  • Benefits: Enjoy competitive earnings, weekly commission payments, and full compliance support.
  • Why this job: Experience true independence while receiving exceptional support and resources to grow your career.
  • Qualifications: Ideal for experienced IFAs seeking better support and those wanting to build their client bank.
  • 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 from our client’s network and how to position yourself as a strong candidate.

✨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 during discussions with potential employers.

✨Tip Number 3

Prepare to discuss your client management strategies and how you plan to build or transfer your client bank. Highlighting your approach to client relationships will show that you are ready for the independence and support offered by our client.

✨Tip Number 4

Take advantage of any available mentoring programmes or training sessions. Engaging in these opportunities can enhance your skills and demonstrate your eagerness to grow within the role, making you a more attractive candidate.

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 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 Your Support Needs

The client offers exceptional support, so articulate what kind of support you value most. Whether it's compliance management or lead generation, showing that you know what you need to succeed will resonate well with the interviewers.

✨Prepare Questions

Interviews are a two-way street. Prepare insightful questions about the network's culture, training programmes, and how they support IFAs in building their client banks. This demonstrates your genuine interest in the role and helps you assess if it's the right fit for you.

Independent Financial Advisor
R Talent Partners
R
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