Independent Financial Adviser Job

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Independent Financial Adviser

Job Posted: 2 days ago

  • Salary: £ 50,000/Annum

    Job Type: Permanent

  • Location: Birmingham, West Midlands (County)

Expire in: 25 days

Job Description

Independent Financial Adviser (IFA) Opportunity - Leicestershire / Birmingham Area Are you an experienced IFA looking to take the next step in your career? We are partnering with a well-established financial advisory firm, based just outside of Birmingham, who are seeking a talented Independent Financial Adviser to join their team. Location: This role is primarily home-based with a requirement to attend the office in Birmingham once a week. The majority of your clients will be based around Coalville and the wider Leicestershire area, so living locally will be an advantage. Role Overview: As an IFA, you will have a unique combination of managing an existing book of clients while also generating new business. This is a fantastic opportunity for an IFA who enjoys building strong relationships and offering tailored advice to clients. Key Responsibilities: * Client Acquisition & Retention: Identify and reach out to potential clients, gather detailed information, and assess their financial needs. * Comprehensive Advice: Conduct thorough research and analysis to make suitable and tailored recommendations for your clients. * Documentation & Compliance: Ensure all documentation is accurate and in line with regulatory requirements. Stay fully compliant with the Financial Services and Markets Act 2000 and other relevant legislation. * Professional Development: Keep up-to-date with regulatory and technical developments, particularly in areas such as pension transfer, conversion, and opt-out business. Undertake appropriate Continuing Professional Development (CPD) to maintain your status and competence. * Regulatory Compliance: Adhere to all Compliance and Training and Competence Procedures of the firm, ensuring you are always meeting the required performance standards. Key Requirements: * Proven experience as an Independent Financial Adviser (IFA) * Ability to generate new business while managing an existing client base * In-depth knowledge of the latest financial products, market trends, and legislative changes * Strong communication skills, with the ability to build rapport with clients * A commitment to professional development and maintaining regulatory standards Why This Role? * Flexible Working: Primarily home-based with one office visit per week. * Competitive Salary: Up to £50,000 per year with opportunities for career progression. * Client Base: Benefit from a combination of an existing client base and the opportunity to grow your own portfolio. If you’re an experienced IFA looking for a rewarding new challenge with a forward-thinking firm, we’d love to hear from you! Apply today to take the next step in your financial advisory career
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