Independent Financial Advisor

Job Details

Reference ID 1070
Vacancy Location Home based
Job sector
Job type
Remuneration Self-employed role with OTE of £60,000+


Are you an
experienced Financial Advisor with some of your own clients and want to be part
of an established IFA firm that can offer the following benefits:

  • Clear ownership of your own self-generated clients
  • Provided with paraplanning and administration support
  • Able to provide full independent financial advice with open architecture
  • Provided with regular leads for DC pension transfers
  • Be part of a company rated 4.9 / 5 with over 250 client reviews

They have established
an online presence as pension specialists and receive a consistent level of
pension enquiries which initiates the client relationship, providing the
opportunity for holistic wealth advice thereafter. You could expect to receive
10 leads per month!

Financial Advisor requirements

  • You should be an experienced and fully qualified Financial Advisor
  • You should have a client bank that can produce £60,000 gross pa

The Company

This growing directly
authorised, IFA firm has developed a team of 8 Independent Financial Advisors
and 3 support staff, with opportunity to grow further! Highly knowledgeable
team of Financial Advisors, with each team member having over a decade of

Independent Financial Advisor Benefits

  • Self-employed role with OTE of £60,000 – £100,000+
  • Home based Financial Advisor role
  • Remote servicing undertaken via video and telephone plus face-to-face
    for clients who live within an hours travelling distance
  • Proud of their consistent 5-star rated service to clients
  • Excellent compliance resources to ensure the firm stays compliant


Home based

Call us now on 0208 0044 154 or click Apply

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