![Ferguson Dean](https://media.trabajo.org/img/noimg.jpg)
Self Employed Independent Financial Advisor- Remote Based
2 weeks ago
A leading Chartered Financial Planning firm, with over £1bn in AUM, are looking to expand their adviser numbers by onboarding self employed advisers across the UK. They have market leading technical support and training, including full support to reach Chartered status. Their splits are from 70/30, increasing to over 90% depending on business levels. All compliance and indemnity will also be covered.
Package
Market leading self employed splits
The company
- A leading national Chartered IFA practice
The Role
- Providing financial planning advice to clients across the UK, be it via face to face or remote based advice.
- Reviewing client portfolios.
- Taking clients through a lifestyle financial planning journey, advising appropriately as required.
- Liaising with the technical and administrative teams.
- Maintaining up to date and compliant client files in conjunction with the technical team.
- Keeping up to date CPD
- Access to market leading support, marketing and training.
- A dedicated team of paraplanners and administrators with in house compliance.
The candidate
- Diploma Level 4 as a minimum, ideally working towards Chartered
- Ability to manage and maximise portfolios, in line with TCF and FCA requirements
- Knowledge of general planning and also ideally VCT, EIS and IHT matters but not essential
- Use of Cash Flow modelling and lifestyle planning as required
Next steps
- Apply with a CV to below email for confidential discussion and review of opportunity and process
-
IFA/Independent Financial Advisor
2 weeks ago
Birmingham, United Kingdom Ernest Gordon Recruitment Full time €100,000IFA/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...
-
IFA/Independent Financial Advisor
2 weeks ago
Birmingham, United Kingdom Ernest Gordon Recruitment Full time €100,000IFA/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...
-
IFA/Independent Financial Advisor
2 weeks ago
Birmingham, United Kingdom Ernest Gordon Recruitment Full timeIFA/Independent Financial Advisor (Self Employed)100% RemoteUp to £100,000 + Pension + Group LifeAre 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...
-
IFA/Independent Financial Advisor
2 weeks ago
Birmingham, United Kingdom Ernest Gordon Recruitment Full timeIFA/Independent Financial Advisor (Self Employed)100% RemoteUp to £100,000 + Pension + Group LifeAre 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...
-
IFA/Independent Financial Advisor
2 weeks ago
Birmingham, United Kingdom Ernest Gordon Recruitment Limited Full timeIFA/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...
-
IFA/Independent Financial Advisor
2 weeks ago
Birmingham, United Kingdom Ernest Gordon Recruitment Limited Full timeIFA/Independent Financial Advisor (Self Employed)100% RemoteUp to £100,000 + Pension + Group LifeAre 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...
-
IFA/Independent Financial Advisor
3 days ago
Birmingham, United Kingdom Ernest Gordon Recruitment Limited Full timeIFA/Independent Financial Advisor (Self Employed)100% RemoteUp to £100,000 + Pension + Group LifeAre 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...
-
IFA/Independent Financial Advisor
2 weeks ago
Birmingham, United Kingdom CareerBliss Full timeIFA/Independent Financial Advisor (Self Employed)100% RemoteUp to £100,000 + Pension + Group LifeAre 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...
-
Birmingham, United Kingdom Ernest Gordon Recruitment Limited Full timeIFA/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...
-
Financial Advisor
2 weeks ago
Birmingham, United Kingdom Quilter Financial Planning Full time*** APPLICANTS MUST HOLD LEVEL 4 DIPLOMA IN FINANCIAL ADVICE ***If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...
-
Independent Financial Advisor
3 weeks ago
Birmingham, United Kingdom Vision-FS Recruitment Full time**Financial Advisor | Independent Financial Advisor** **£50,000 - £150,000 | Un-Capped Earnings** **Clients + Leads Provided** **Birmingham| Surrounding Area’s** **Level 4 Diploma | CF30 Financial Advisor** **YOUR NEW COMPANY** This is an award-winning UK Financial Advisor | Wealth Manager which has rapidly grown into a national business, offering...
-
Self-employed Mortgage
3 weeks ago
Birmingham, United Kingdom Recruit UK Full time**Job Title** Mortgage & Protection Advisor **Industry** Mortgages **Location** Remote **Self Employed** **Ref** 7356 Are you an experienced Mortgage Adviser looking for leads provided? Recruit UK are working on an excellent opportunity to join a Mortgage advice team that is customer focused and specialises in honest Mortgage & Protection advice. This...
-
Self-Employed Insurance Advisor
4 weeks ago
Birmingham, United Kingdom Provallar Executive Search Full timeHere is an opportunity for a free spirt that does not want to his or her earnings and progression be restricted/dictated by his or her employer or manager or office politics. Punjabi language skills (at least spoken) will be an advantage, though not necessary. People who are successful in this role are the ones who strongly believe they want to earn more...
-
Self-Employed Insurance Advisor
4 weeks ago
Birmingham, United Kingdom Provallar Executive Search Full timeHere is an opportunity for a free spirt that does not want to his or her earnings and progression be restricted/dictated by his or her employer or manager or office politics. Punjabi language skills (at least spoken) will be an advantage, though not necessary. People who are successful in this role are the ones who strongly believe they want to earn more...
-
Financial Advisor
1 month ago
Birmingham, Birmingham, United Kingdom Independent Resourcing Consultancy Full timeMy client is currently seeking a skilled and motivated Financial Advisor to join their team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to clients, managing and growing their portfolios, and contributing to the overall success of the financial services division.Responsibilities:Conduct...
-
Financial Advisor
4 weeks ago
Birmingham, Birmingham, United Kingdom Independent Resourcing Consultancy Full timeMy client is currently seeking a skilled and motivated Financial Advisor to join their team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to clients, managing and growing their portfolios, and contributing to the overall success of the financial services division.Responsibilities:Conduct...
-
Financial Advisor
1 month ago
Birmingham, United Kingdom Integro Partners Full timeAre you a qualified Financial Advisor looking to take your career to the next level? My client is looking for a passionate and driven self-employed Financial Advisor to join our team. As a Financial Advisor, you will have full admin and paraplanning support, an abundance of quality leads and referrals worth up to £1M, complete back-office compliance and...
-
Financial Advisor
4 weeks ago
Birmingham, United Kingdom Integro Partners Full timeAre you a qualified Financial Advisor looking to take your career to the next level? My client is looking for a passionate and driven self-employed Financial Advisor to join our team. As a Financial Advisor, you will have full admin and paraplanning support, an abundance of quality leads and referrals worth up to £1M, complete back-office compliance and...
-
Financial Advisor
2 months ago
Birmingham, United Kingdom Independent Resourcing Consultancy Ltd Full timeMy client is currently seeking a skilled and motivated Financial Advisor to join their team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to clients, managing and growing their portfolios, and contributing to the overall success of the financial services division.Responsibilities:- Conduct...
-
Financial Advisor
1 month ago
Birmingham, United Kingdom INTEGRO PARTNERS LTD Full timeAre you a qualified Financial Advisor looking to take your career to the next level? My client is looking for a passionate and driven self-employed Financial Advisor to join our team. As a Financial Advisor, you will have full admin and paraplanning support, an abundance of quality leads and referrals worth up to £1M, complete back-office compliance and...