Independent Financial Advisor

Job Details

Reference ID 502
Vacancy Location Nationwide
Job sector
Job type
Remuneration OTE of £60,000 - £100,000+ Most Financial Advisors can retain a greater percentage of their income


Are you looking for a
home-based Financial Advisor position with better work / life balance and
interested in potentially earning more income from the same clients?

Business Support to
their Independent Financial Advisors

The whole IFA firm is
fully focused on making it simpler for their Financial Advisors and providing
genuine value. Therefore, their Financial Advisors benefit from:

  • Simplified suitability
    reports (much shorter than industry average!)
  • Unique Financial Advisor
    portal that auto-generates an action list with client updates and reasons to
    contact clients
  • All cases checked online at
    time of submission
  • PAYG paraplanning and/or
    administration support – only pay for what you need
  • Quarterly meetings held
    regionally focused on helping you with CPD and arising topics to aware of
  • Local best practice
    meetings, focused on sharing good ideas and enjoying a team culture

Over 2/3rds of Financial
Advisors that join this IFA firm have increased their income.

Requirements to be

  • Must be a current Financial Advisor with your own client bank
  • Ideal for IFAs wanting to save time and receive better value

The Company

This growing IFA firm
has designed their business model to focus on making life less arduous for
their Independent Financial Advisors and enable them to increase business

Financial Advisor Benefits

  • Self-employed role with OTE
    of circa £60,000 – £100,000+ pa (uncapped earnings)
  • Most Financial Advisors
    retain a greater percentage of their income and obtain better work / life
    balance through less time on paperwork… for more income!
  • Fully guaranteed PII (No PI
  • Ability to advise on all
    types of business – if you are not licensed yourself, can setup a fee
    sharing arrangement with another specialist Advisor
  • Can have your own trading
    name or trading style, if desired
  • You own your own clients


Home based Financial
Adviser position available Nationwide

Call us now on 0208 0044 154 or click Apply

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