Self Employed Ifa

2 weeks ago


Bristol, Bristol, United Kingdom Alexander Mae Full time

The Company:

Our client is a fully independent financial advisory practice. They provide clients and businesses with the financial advice most suitable for their needs across Wealth Management, Employee Benefits, Mortgages and Commercial Finance

The Job:

On behalf of this client we are seeking a Self Employed Financial Adviser (IFA). Within this role your responsibilities will include providing strategic advice across a variety of financial products and services, assessing client's overall financial picture, understand their needs and develop a solid financial plan, guiding clients towards a profitable and secure financial decision

You will provide to their clients, financial guidance and make recommendations on how to best utilise their money.

Responsibilities will include:

  • Provide strategic advice across a variety of financial products and services
  • Assess client's overall financial picture, understand their needs and develop a solid financial plan
  • Guide clients towards a profitable and secure financial decision
  • Cultivate client base and build winwin relationships
  • Network to generate leads
  • Keep abreast of new industry's trends and research the market to enhance existing knowledge
  • Oversee the course of the client's financial plan and update it, if necessary,
  • Comply with all industry rules and regulations
  • Liaise with providers, solicitors and other professionals

The Person:

The Renumeration:

This is a fully self employed role

Commission is as follows:
Up to £100k of income you would receive 60%

£100k plus increases to 65%

£200k plus to 80%.

The Benefits:

As you are self employed you will be running your business and they provide full office and admin support allowing you to focus on your clients and business development

The Location:

Fully remote

Job Types:
Full-time, Permanent

Benefits:

  • Life insurance

Schedule:

  • Monday to Friday

Work Location:
One location

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