Independent Financial Adviser - Heat Recruitment : Job Details

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.

Salary:£40,000 - £50,000 per annum (dependent on experience)

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.