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Self Employed Independent Financial Adviser

4 months ago

Sandbach Cheshire, United Kingdom Uniting People Full time

Self-employed depending on experience and individual preference Covering Staffordshire & Cheshire areas Remote with occasional meeting on-site in Sandbach Our client is an outstanding Independent Financial Advice Company which provides the full range of Financial and Legal Advice. The company has an established and highly experienced Mortgage, Financial, Protection and Legal advisers. They are in the process of opening an office within the Sandbach area, they are now recruiting self-employed Independent Financial Advisers to offer high quality holistic financial advice and estate planning. Responsibilities:

  • Conduct comprehensive financial assessments for clients.
  • Develop customised financial plans based on clients' goals and risk tolerance.
  • Recommend suitable investment options and monitor portfolios.
  • Assess clients' insurance needs and recommend appropriate products.
  • Assist with retirement planning, including estimating income needs and optimising savings.
  • Provide tax-efficient strategies to minimise liabilities.
  • Help clients create estate plans and minimise estate taxes.
  • The successful advisers will have the ability and desire to generate new clients themselves
  • Educate clients about financial concepts and investment strategies.
  • Build and maintain strong client relationships.
  • Ensure compliance with relevant financial regulations and ethical standards.
Candidate Requirements:
  • Able to bring onboard your own existing client base.
  • DIPFA L4 diploma essential.
  • Minimum 5 years IFA experience.
  • An in-depth knowledge of the Financial Advice sector.
  • Ability to give fully regulated and compliant advice.
  • You must be able to deliver high quality advice, getting to know and understand your client’s requirements and put plans in place to meet these.
  • Excellent interpersonal and communication skills.
  • Essential that you are a self-motivated individual