At a Glance
- Tasks: Advise clients on investments and build long-term relationships while managing your own business.
- Company: Established name in the financial services sector with full support for self-employed advisors.
- Benefits: Negotiable salary, remote work flexibility, and focus on your passion as an IFA.
- Other info: Ideal for those who thrive in a dynamic environment and love building client relationships.
- Why this job: Enjoy independence and flexibility while making a real impact in clients' financial lives.
- Qualifications: Advanced Diploma in Financial Planning or equivalent, with proven experience as a Wealth Manager.
The predicted salary is between 50000 - 70000 £ per year.
Top reasons to work as a Self-Employed IFA for this client:
- Salary Negotiable;
- Self-Employed
- Choose to work remotely or enjoy working from Mayfair office in London.
- Join an established name in the financial services sector, which offers you full support.
- Focus on your passion of being an IFA and let the compliance/admin be taken care of.
- Opportunity would suit an IFA who wants to generate business and be independent.
- Enjoy the flexibility that being self-employed brings you using the whole market.
- Advise clients on personal pension, ISA, GIA, Bond investments & retirement.
- Focus on long term trusted client relationships working with a diverse portfolio of clients.
Expected Qualifications, Skills & Experience:
- Hold the Advanced Diploma in Financial Planning or ACII qualifications or equivalent.
- Proven experience as a FCA Approved Wealth Manager.
- Working knowledge of FCA and HMRC regulations.
- Experienced working with high profile clients.
- Negotiation and presentation skills.
- Analytical and investment skills.
- Happy to hunt new business.
Remote Self-Employed Independent Financial Advisor, IFA in Exeter employer: Recruitment Resolution
As a Self-Employed Independent Financial Advisor with this esteemed client, you will benefit from the flexibility of remote work or the vibrant atmosphere of our Mayfair office in London. We pride ourselves on fostering a supportive work culture that allows you to focus on your passion for advising clients while we handle compliance and administration. With opportunities for professional growth and the chance to build long-term relationships with a diverse portfolio of clients, this role is perfect for those seeking meaningful and rewarding employment in the financial services sector.
