London
Job Title: Independent Financial Advisor (IFA)
Location: Field-based, London Area
Salary: £60,000 to £65,000 (Negotiable)
Are you looking for a client-facing Independent Financial Advisor opportunity with regular hours? If so we are offering the opportunity to work for a highly successful and consistently expanding team with excellent and supportive work ethic, and a strong track record of growth and new business development.
This field-based IFA role offers flexibility in your working location within the London area, whilst maintaining regular office hours with the option to work around your schedule. Our client works on a desk-based manner, so there’s flexibility on your working location.
Key Responsibilities:
- Establish contact with clients and gather necessary information to provide suitable advice.
- Analyse client information accurately to offer appropriate recommendations.
- Present advice clearly, explaining charges, fees, and disadvantages.
- Complete documentation thoroughly and adhere to company processes.
- Maintain client records and develop effective relationships with clients, colleagues, and product providers.
Required Knowledge and Skills:
- Knowledge of the financial planning market, including products and services.
- Working knowledge of FCA rules and guidelines.
- Diploma in Financial Planning.
- IT literacy, including Microsoft Packages.
- Strong time management, problem-solving, and decision-making skills.
- Ability to work under pressure and promote a team spirit.
Why this role?
Whether you’re looking for remote flexibility, wanting to be in a role where you can develop new business whilst maintaining your existing clients, or want to be part of a highly successful and growing team, this is a rare chance to make a real impact and move your career forward.
Apply now or reach out for a confidential discussion.