Independent Financial Advisor

1 week ago

London, United Kingdom Career Cross Limited Full time

Independent Financial Advisor (IFA) Hybrid – London - £75k + fees and benefits About the Role We are seeking a highly motivated and client-focused Independent Financial Advisor (IFA) to join a growing team. The successful candidate will provide holistic financial planning and investment advice to a diverse portfolio of clients. You will be responsible for building long-term relationships based on trust, integrity, and professionalism, helping clients achieve their financial goals through tailored, independent advice. Key Responsibilities: * Developing and maintaining Client relationships to help maintain business flow and meet agreed targets * Promoting the profile of the business within the profession and wider communities * Providing financial information and advice to Clients, appropriate to their individual needs * Develop the Client’s Financial Plan, established by completing the Client journey. * To gain a deep understanding of the individual(s) circumstances to identify the correct life plan * Collaborate with the team to present the suitable journey for the client in a clear and simplistic way * Continuous professional development to meet regulatory requirements and personal development needs * Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, including new requirements around the new consumer duty regula...

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