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Financial Adviser

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Location

DROITWICH

Salary £50000 - £70000
TypePermanent
WorkplaceHybrid
Ref83429

Recruiter Managing This Role

Job Title: Self-Employed Independent Financial Advisor (IFA)

Location: West Midlands Region (Remote and Office-Based)

Split: 63/37% (Self-Generated and Leads Provided)

About Us: We are a dynamic and expanding financial services team, currently comprising 6 advisers. As part of our growth strategy, we are actively seeking experienced and self-motivated Independent Financial Advisors to join our team on a self-employed basis. This is an excellent opportunity for individuals looking for flexibility, autonomy, and the chance to grow their business with the support of an established network.

Key Highlights:

  • Location: Remote work flexibility within the West Midlands region.
  • Leads and Marketing Support: Leads may be generated once our new network is operational, and marketing support will be communicated shortly.
  • Fee Structure: Competitive fee structure with a split of 63/37% for both self-generated and provided leads.
  • Support: Administrative and paraplanning support covered by the business.
  • FCA Fees: Covered by the network.

Requirements:

  • Qualifications: Level 4 Diploma qualified with CAS status.
  • Experience: Proven experience as an Independent Financial Advisor with transferable Funds Under Management (FUM).
  • Location: Based in or around the West Midlands region.
  • Network Membership: Experience or willingness to join our network for enhanced support.

What next?

If you are a motivated and experienced Independent Financial Advisor seeking a self-employed opportunity with growth potential, we invite you to apply. 

If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Synonyms: Financial Planner, Financial Advisor, Financial Consultant, Wealth Manager. Financial adviser, Wealth Planner, IFA, financial planning, wealth management, wealth consultant, DipPFS, DipFA, CII, CISI, LIBF

Back To Financial Adviser Job Description

Application For Financial Adviser