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Lka People Ltd
Brierley Hill, West Midlands
As an Independent Financial Advisor (IFA), you will play a pivotal role in helping our clients make informed decisions regarding their financial matters. You will operate on a self-employed basis, offering you the flexibility to manage your schedule and build your own client base while benefiting from the support and resources of our established fi
Job Source: Lka People LtdPRIMIS Mortgage Network
Birmingham
Mortgage Advisor - Self Employed - Qualified Leads Provided - UK Home Based PRIMIS Mortgage Network are seeking approaches from experienced or otherwise but suitably qualified Mortgage & Protection Advisors to join a very well established, Premiership status Appointed Representative Partner Firm (AR) of PRIMIS Mortgage Network’s Mortgage Advisor
Job Source: PRIMIS Mortgage NetworkPremier Jobs UK Limited
Wolverhampton
This self-employed Mortgage Adviser job around the Wolverhampton provides opportunity to join an established, directly authorised brokerage offering mortgage and insurance advice. The business is seeking proactive individuals who are keen to generate their own business opportunities. The most effective self-employed Mortgage Advisers write a busine
Job Source: Premier Jobs UK LimitedINTEGRO PARTNERS LTD
Birmingham
70:30 on self gen which rises to 100:0 once you bill over a certain level. Excellent Systems and Controls Impressive panel of lenders Are you wanting an environment where you can advise on mortgages and commercial finance? This particular brokerage advises in regulated mortgages areas as well as various areas of commercial finance (secured and uns
Job Source: INTEGRO PARTNERS LTDVision-FS Recruitment
Birmingham
Financial Advisor | Independent Financial Advisor £50,000 - £150,000 | Un-Capped Earnings Clients + Leads Provided Warwickshire| Surrounding Area’s Level 4 Diploma | CF30 Financial Advisor YOUR NEW COMPANY This is an award-winning UK Financial Advisor | Wealth Manager which has rapidly grown into a national business, offering Financial Advice, Weal
Job Source: Vision-FS RecruitmentVision-FS Recruitment
Birmingham
Financial Advisor | Independent Financial Advisor £100,000 - £150,000 | Un-Capped Earnings Clients + Leads Provided Nationwide Roles YOUR NEW COMPANY An industry-leading National Financial Planning and Wealth Management business seeks to expand its network of Diploma Qualified Financial Advisor’s across the UK. A leading FTSE 250 UK business, highl
Job Source: Vision-FS RecruitmentVision-FS Recruitment
Birmingham
Financial Advisor | Independent Financial Advisor £50,000 - £150,000 | Un-Capped Earnings Clients + Leads Provided Birmingham| Surrounding Area’s Level 4 Diploma | CF30 Financial Advisor YOUR NEW COMPANY This is an award-winning UK Financial Advisor | Wealth Manager which has rapidly grown into a national business, offering Financial Advice, Wealth
Job Source: Vision-FS RecruitmentExchange Street Claims & Financial Services
Birmingham
This advert isn't to convince you to go self-employed.You've taken that decision. It's either in you or it isn't. And right now, it's all you can focus on.But if you thought finding an employed job was tough, navigating the self-employed world can be a nightmare. Who do you trust? Are their hidden costs? Are you missing something? It's a world litt
Job Source: Exchange Street Claims & Financial Servicesbrierley hill
As an Independent Financial Advisor (IFA), you will play a pivotal role in helping our clients make informed decisions regarding their financial matters. You will operate on a self-employed basis, offering you the flexibility to manage your schedule and build your own client base while benefiting from the support and resources of our established firm. You will have the opportunity to move to a full employed role in the future, crystallising the capital value of clients which you either bring with you or generate whilst working at Propserity.
Key Responsibilities:
Client Consultations:
Conduct comprehensive financial assessments and gather information about clients' financial goals, risk tolerance, and current financial situations.
Provide personalized financial advice and solutions tailored to each client's unique needs and objectives.
Continuously monitor and review clients' financial plans to ensure they remain aligned with their goals.
Investment Planning:
Analyse investment opportunities and create diversified portfolios that align with clients' risk profiles and objectives.
Stay up-to-date with market trends and economic developments to provide informed investment recommendations.
Assist clients in making informed decisions about their pension, retirement, and investment options.
Financial Planning:
Develop and present financial plans covering areas such as retirement planning, estate planning, tax optimization, and insurance.
Offer expertise in various financial products and services, including pensions, ISAs, life insurance, and mortgages.
Guide clients through complex financial decisions and help them navigate changing financial landscapes.
Compliance and Regulatory Responsibilities:
Ensure compliance with all relevant financial regulations and industry standards, including FCA (Financial Conduct Authority) guidelines.
Maintain accurate records of client interactions, recommendations, and transactions.
Stay informed about regulatory changes and attend mandatory training and development programs.
Business Development:
Build and expand your client base through networking, referrals, and marketing efforts.
Foster long-term client relationships based on trust and exceptional service.
Collaborate with colleagues and leverage our extensive resources of to enhance your advisory practice.
Qualifications and Qualities:
Hold relevant financial qualifications, such as the Diploma in Financial Planning or equivalent.
Possess a valid and current Statement of Professional Standing (SPS).
Have proven experience as a financial advisor with a strong track record of success.
Have excellent knowledge of financial products, markets, and regulatory requirements.
Possess strong interpersonal and communication skills.
Be self-motivated, driven, and capable of working independently.
Demonstrate the ability to build and maintain client relationships.
Benefits:
Uncapped earning potential with a competitive fee/commission structure.
The flexibility to set your own schedule and work independently.
Access to a well-established client base and marketing support.
Ongoing training and professional development opportunities.
Compliance and administrative support
Join usas a Self-Employed Independent Financial Advisor and take control of your financial advisory career while benefiting from the reputation and resources of our esteemed financial services firm.
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Independent Financial Advisor (Self-Employed) jobs in brierley hill
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