Independent Financial Adviser

3 weeks ago


London, United Kingdom Service Care Solutions Full time

Independent Financial Adviser


Find out if this opportunity is a good fit by reading all of the information that follows below.

Location: London

Contract: Permanent

Salary: Candidate Request (Revenue Target Multiplier of Salary)

*Hybrid Working*

Job Description

Service Care Solutions are currently recruiting on behalf of a Top 100 Accountancy Firm for Qualified Financial Advisers to join their high-growth Financial Services team on a permanent basis. As part of the rapid growth in the firm, there are multiple vacancies within the Financial Services team for Diploma-Qualified Financial Advisers at either NQ level or professionals with an existing portfolio that could be added to the business.

The NQ role is ideal for a Paraplanner/Adviser who is looking for a client facing role to manage a portfolio and build up experience within an established market.

The experienced IFA role will require someone ideally with existing clients and assets under management of £10m+ to join the firm and have an impact on the wider business.

Candidate Criteria

  • Diploma-Qualified Level 4 FA and ideally Chartered Status or working towards
  • Minimum 1 years’ experience in Financial Advisory for NQ role and 5+ years for experienced
  • Experience of managing own portfolio of clients/assets
  • Ability to create and build on strong client relationships, providing ongoing support internally and externally

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