Independent Financial Adviser - CFP JOBS : Job Details

IFA - Birmingham

Open to considering a Paraplanner transitioning into an Adviser role as well!

A large client bank is provided, along with marketing support.

Our client ranks among the UK's most esteemed and substantial firms of independent financial advisers. Their four-decade-long reputation for expertise, independence, and service has garnered numerous industry accolades.

They are staunch advocates for truly independent financial advice and fervently uphold this philosophy. Their independence grants them full market access, which they assert is the sole path to suitable advice.

Key Features:

- Fully independent, established brand

- Collaborative team environment with local office presence

- Managerial support and coaching

- Administrative assistance

- Centralized lead generation

- Affinity group connections

- Provided large client bank of professionals

- Redundancy and Retirement Seminars

- In-house Investment Research team

- In-house Business Quality team

- Solid T&C framework

- Annual Overseas Conventions

- Retirement planning through Practice Buy Out

Employment package: £40,000 salary plus benefits - Year one OTE: £60,000, with the average adviser income being £100,000 thereafter.

Requirements:

- Level 4 Diploma in Regulated Financial Planning (Level 4 candidates only)

- Experience as a Financial Adviser or Paraplanner

- Proficient in networking, presenting, and business development

- Self-motivated, personable, and empathetic with a client-centered approach

- Driven and passionate, committed to providing outstanding client service

Interested in more details? Apply for a confidential discussion.