Self-Employed Independent Financial Advisor (IFA)

Recruitment Connection Ltd
7th March 2024
Anywhere, United Kingdom
Job Type
High potential earnings with a lead supply + support.
South East


Self-Employed Independent Financial Advisor (IFA)

Surrey and London

High potential earnings with a lead supply + support.

My client is an expanding firm of IFA’s looking for an experienced adviser ideally with your own client base but you can also be offered clients from acquisitions in Surrey and South London as well as new enquiries.

Your primary responsibility will be to help clients make informed decisions about their financial goals, investments, retirement planning, insurance needs, and other aspects of their financial well-being. This role requires a strong understanding of financial products, market trends, and regulatory guidelines, as well as excellent communication and relationship-building skills.

Skills / Experience

  • Proven experience as an Independent Financial Advisor in the UK.
  • Appropriate qualifications, such as a Level 4 Diploma in Financial Planning or equivalent.
  • Registered with the Financial Conduct Authority (FCA) and compliant with their regulations.
  • Strong knowledge of financial products, investment strategies, and retirement planning.
  • Looking for a company you will thrive in.
  • Maybe an existing IFA running your own business but find yourself too busy with the day to day activities to make enough money.
  • Frustrated currently working for an IFA practice that imposes a restriction on your earnings and autonomy.

You will receive paraplanning, admin and research support.

Ref 5171

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