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Remote self-employed independent financial advisor, ifa

Guildford
Freelance
Recruitment Resolution
Independent financial advisor
Posted: 9 June
The role

Top reasons to work as a Self-Employed IFA for this client:

  • Salary Negotiable; Self-Employed
  • Choose to work remotely or enjoy working from Mayfair office in London.
  • Join an established name in the financial services sector, which offers you full support.
  • Focus on your passion of being an IFA and let the compliance / admin be taken care of.
  • Opportunity would suit an IFA who wants to generate business and be independent.
  • Enjoy the flexibility that being self-employed brings you using the whole market.
  • Advise clients on personal pension, ISA, GIA, Bond investments & retirement.
  • Focus on long term trusted client relationships working with diverse portfolio of clients.

Expected Qualifications, Skills & Experience:

  • Hold the Advanced Diploma in Financial Planning or ACII qualifications or equivalent.
  • Proven experience as a FCA Approved Wealth Manager.
  • Working knowledge of FCA and HMRC regulations.
  • Experienced working with high profile clients,
  • Negotiation and presentation skills,
  • Analytical and investment skills,
  • Happy to hunt new business.
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