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Independent Financial Advisor

4 months ago

Greater London, United Kingdom Pure Resourcing Limited Full time

Independent Financial Adviser - City of London


Are you an IFA / Wealth Adviser looking for a rewarding career with an employer who values it staff? Our client is an award winning financial services company based in the City of London. Continued success has led to the expansion of the Wealth Management team. With a fantastic lead source and no client bank required, this represents a fantastic opportunity for an experienced Wealth Adviser / IFA to join a highly professional team.


Salary:


Up to £50k Basic, plus Benefits, plus Excellent Uncapped Bonus.


Key Points:


  • Leads provided
  • No client bank or funds under management required
  • DipFA Level 4 (Minimum qualification)
  • Fantastic lead source - predominantly HNW clients


Job description for the role of Wealth Adviser / IFA:


Our client is looking for an individual with the qualifications and experience to provide comprehensive financial advice to their clients and to help them make informed decisions about their financial future. As a Wealth Adviser, you will be responsible for providing independent, objective advice to clients on a range of topics including investment, retirement planning, and estate planning. You will be expected to provide clients with the best possible advice on how to manage their wealth and to help them make the most of their resources. To be successful in this role, it is essential that you have a Level 4 diploma in financial services and have experience as a Wealth Adviser. You must also be proactive and have excellent communication, problem solving, and relationship building skills.


Responsibilities include:


  • Providing independent, objective advice to clients on a range of financial topics
  • Analysing clients’ financial situations and assessing their current and future needs
  • Developing financial plans and strategies to help clients meet their goals
  • Researching investment opportunities and developing investment portfolios
  • Keeping up to date with changes in legislation and regulations


Skills and Experience Required:


  • Level 4 DipFA
  • Proven experience as a Wealth Adviser or Independent Financial Adviser
  • Excellent communication, problem solving, and relationship building skills
  • Ability to research investment opportunities and develop investment portfolios
  • Knowledge of current UK financial services legislation and regulations
  • Ability to work independently and as part of a team


If you have the relevant qualifications and experience and are looking for an exciting and rewarding career as an Independent Financial Advisor / Wealth Adviser, then don't hesitate to apply