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Independent Financial Adviser

Job description

My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management team as an employed adviser.
In this role, you will gain an understanding of your clients current and future financial goals and formulate financial strategies, guiding your clients to financial independence.
This role offers home based / remote working with access to office locations if preferred.

In return:
£50,000 - £85,000
Clients available from day 1
Excellent Bonus Scheme
Full back office support

Key Responsibilities as our Independent Financial Adviser will include:

  • Build long term relationships and deliver excellent Client out-comes
  • Reviewing and responding to Clients' changing needs and financial circumstances, keeping Introducers and Clients up to date with new financial products, or changes to legislation that may affect their Clients' pensions, savings, investments and financial plans
  • Acquiring and developing new business from new/existing Clients and professional introducers, via personal business planning, referrals and company leads
  • Developing and maintaining good introducer relationships
  • Conducting in-depth reviews of Clients' financial circumstances, current provision and future aims and objectives whilst analysing information, conducting research and preparing financial planning reports best suited to the individual clients requirements covering all areas of advice

What we are looking for in our ideal Independent Financial Adviser:

  • Diploma in Regulated Financial Planning (or FCA approved equivalent) and to maintain CF30 status in accordance with the FCA regulations
  • Clear demonstration of a client centric approach with a well presented and articulate manner and dedication to doing the right thing for our clients
  • Excellent interpersonal skills, approachability, and professionalism. Harnessing IT skills to embrace the new virtual/digital ways to communicate with Clients
  • Experience in networking and attracting new clients

Benefits as an Independent Financial Adviser.

  • Support to build your client base and future value
  • Admin and Para Planning support, with lead generation
  • Client centric proposition and trusted brand reputation with compelling values and ongoing learning and development culture
  • Platform to deliver efficient and cost-effective solutions
  • Consultative marketing support
  • Latest technology and platforms
  • Full Admin Support
  • Full paraplanning and technical support

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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.