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For Companies At a Glance
- Tasks: Help clients achieve financial goals with tailored advice and support.
- Company: Join Truly Independent Limited, a growing network of independent financial advisers.
- Benefits: Enjoy a unique payment structure, work from anywhere, and receive ongoing training.
- Other info: Great career growth, compliance support, and a vibrant community of advisers.
- Why this job: Be your own boss while making a real difference in clients' lives.
- Qualifications: Must have 2 years’ experience, CAS, and be IT literate.
The predicted salary is between 42000 - 78000 £ per year.
Truly Independent Limited® is an expanding business providing a unique environment for independent financial advisers across the UK. We have ambitious growth plans and are passionate about providing clients with an extraordinary service. Our brand name specifically reflects the expectation of new and existing clients for their advisers to be unbiased and unrestricted. We can offer clients a full range of solutions across the market. Our support, systems, and service are all set up to enable you to become a happier, more successful financial adviser.
We are looking for self-motivated, self-employed independent financial advisers who meet the following minimum criteria:
- Must have 2 years’ experience and achieved Competent Adviser Status (CAS)
- Must hold a current Statement of Professional Standing (SPS)
- Must be IT literate
- Must be willing to work from home or own office
- Diligent enough to manage their own time, business relationships and themselves
- Capable of building a business model based on client support
- Accepting of Compliance and those who thrive best with structure and order
- Appreciative of quality, brand and professionalism
- Passionate about their work and the added value they give to clients
- Forward thinking and accepting of change
- Beyond ‘Fit and Proper’ standards
- Aspirational in setting and achieving goals
- Can demonstrate annual revenue of £60,000 plus
In return for working at Truly Independent, you will receive our unique payment structure. We offer this to all advisers, including a distinct recurring income ‘extra bonus’ feature. The more you produce, the more you retain. All advisers are self-employed and are paid between 70-95% of their gross income, depending on their production level and chartered status.
We have a host of office systems set up to help you ensure you are a happy and successful financial adviser. Also, our ‘contract for services’ includes:
- The ability to work from anywhere
- Affinity induction programme, training and mentoring support
- Action Team helpdesk support
- Viva Engage Intranet – secure business and social networking for advisers
- Client-focused website
- Quality branded stationery
- Compliance protection and support (FCA and PII fees included)
- Comprehensive retirement package (with over 17 advisers retired already)
MUST BE A QUALIFIED IFA WITH CAS
Self-Employed Financial Advisor IFA employer: Truly Independent Ltd
Contact Detail:
Truly Independent Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Self-Employed Financial Advisor IFA
✨Network Like a Pro
Get out there and connect with other financial advisers and potential clients. Attend industry events, join online forums, and don’t be shy about sharing your expertise. The more people know you, the better your chances of landing that perfect role!
✨Showcase Your Skills
Create a personal brand that highlights your unique skills and experience. Use social media platforms like LinkedIn to share insights, articles, or even case studies that demonstrate your knowledge. This will help you stand out in a competitive market.
✨Leverage Referrals
Don’t underestimate the power of word-of-mouth! Ask satisfied clients for referrals and testimonials. A strong recommendation can open doors and make you more appealing to potential employers or clients.
✨Apply Through Our Website
When you find a role that excites you, apply directly through our website. It shows you're serious about joining Truly Independent and gives us a chance to see your application in the best light. Plus, we love seeing passionate candidates who are eager to be part of our team!
We think you need these skills to ace Self-Employed Financial Advisor IFA
Some tips for your application 🫡
Show Your Experience: Make sure to highlight your 2 years of experience and your Competent Adviser Status (CAS) right at the start. We want to see that you’ve got the chops to thrive in our independent environment!
Be Yourself: Let your personality shine through! We’re looking for self-motivated advisers who are passionate about their work. Share your story and what drives you to help clients achieve their financial goals.
Tailor Your Application: Don’t just send a generic application. Tailor it to Truly Independent Limited® by mentioning how our values align with yours. Show us that you appreciate quality, professionalism, and the importance of compliance.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our team!
How to prepare for a job interview at Truly Independent Ltd
✨Know Your Stuff
Make sure you brush up on your financial knowledge and the latest industry trends. Being able to discuss recent changes in regulations or market conditions will show that you're not just qualified, but also passionate about your field.
✨Showcase Your Independence
Since this role is all about being self-employed and independent, be ready to share examples of how you've successfully managed your own client relationships and time. Highlight any innovative strategies you've used to build your business model.
✨Emphasise Compliance Awareness
Demonstrating your understanding of compliance and regulatory requirements is crucial. Be prepared to discuss how you ensure adherence to these standards in your practice, as it reflects your professionalism and commitment to quality service.
✨Be Ready to Discuss Your Goals
Truly Independent is looking for aspirational advisers, so come prepared with your own goals and how you plan to achieve them. This shows that you're forward-thinking and serious about your career growth, which aligns perfectly with their vision.