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IFA/Independent Financial Advisor

4 months ago


Cardiff, Cardiff, United Kingdom Ernest Gordon Recruitment Limited Full time

IFA/Independent Financial Advisor (Self Employed)

100% Remote

Up to 100,000 + Pension + Group Life

Are you an independent financial advisor with a book of business of more than 5 Million under management and are looking for an exit strategy or looking to grow and diversify your portfolio?

Do you want the opportunity to join a business with a turnover of over 1 Billion, that provides options for you to join a large corporate without having to move your clients from their existing plans and has clear structures in place to support you in exiting your own business or helping you grow it?

On offer is a fantastic chance to join a business part of a larger multinational conglomerate that has one of the highest ratings on Trustpilot for their services, who have clear fee structures for their IFA partners and help their partners grow their portfolios across wealth management, employee benefits, protection, commercial finance and mortgages.

In this role, you will be running your own portfolio of clients and can grow that with the support of presentation decks, business development leads, support on presentations for new areas for your portfolio as well as not having to move your clients from their current plans.

This role would suit an independent advisor looking to grow their business extensively or have a clear exit strategy, have business development, presentation support, compliance and technical support to ensure that your business is compliant and up to date in the advice you provide your clients.

The Role

  • Independent Finance Advice
  • Existing book of business 5 Million under management and above and needing support
  • Build portfolio of clients

The Person

  • Independent Finance Advisor
  • CIS or CII Qualified

Key words: Independent Finance Advisor, financial advice, wealth management, remote

Reference Number: BBBH14114

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.

Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.