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Independent Financial Adviser

3 months ago

London, Greater London, United Kingdom Continuum (Financial Services) LLP Full time

As an Independent Financial Adviser, you will provide unrestricted advice and recommend wealth products and services from across the market. You will engage with individuals and businesses to fully understand their aspirations and life goals to create a tailored financial solution to meet those goals.

Why choose Continuum?

Continuum (Financial Services) LLP is an award-winning, National Independent Financial Advice firm that offers a modern financial advice service.

We build relationships that last a lifetime with our clients, but also with our advisers, so that we become their 'Home for Life'. We are proud of the company culture we have built in making sure that we deliver to our clients, our staff and our partners, which has created an exciting, high performance, award winning, growth business, which is now in the Top 50 Financial Advisory businesses in the UK.

Our focus on client delivery is demonstrated by our ever increasing number of Google reviews (currently over 150 5 star reviews) as well as our Net Promoter Score surveys to our clients, with the latest rating being +91.

Our focus on support, collaborative team-work and development means that you will accelerate your business growth.

In 2020, we were awarded the ESG kitemark in recognition of our business approach to Environmental, Social Responsibility, and Governance matters. With over 15,000 clients and assets under influence in excess of £2 billion, we are committed to providing excellent financial services.

Benefits


• Access to marketing, centralised administration support and paraplanning support


• Exclusive partnership with largest Accountancy network in the UK delivering high quality client opportunities.


• Strategic partnership with top lead generator


• State of the Art Technology


• Dedicated Business Consultancy


• Competitive Charging Structure


• Loyalty Programme accessible by you and your clients


• Innovative exit strategy


• Focused and clear onboarding process to ensure a smooth transition to Continuum


• Seamless and Timely Client Migration process


• Regular Partner Growth Workshops


• Compliance and Training & Competence Support


• IT Support

The Role

As an Independent Financial Adviser, you will work with Continuum to offer your clients quality financial advice to meet their requirements. You will require at least level 4 Diploma qualification, existing financial advisory experience and an excellent understanding of the current financial market.

Key Responsibilities & Accountabilities

· Provide financial advice and guidance to clients, ensuring a full understanding of their needs is considered and

provide recommendations that meet their requirements.

· Deliver an ongoing service to your clients

· Build strong relationships with your clients to last a lifetime.

What we are looking for

· A minimum of 2 years' experience in financial advisory

· Minimum of Level 4 Diploma in Financial Planning

· Experience in providing financial advisory services

· Excellent communication and interpersonal skills

· Relevant certifications such as CFP, CFA, or equivalent

How to apply

For an informal and confidential conversation contact our Partnership Growth Coordinator Abbie Lewis on or email