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Self-Employed Financial Advisor

2 months ago

Maidstone, Kent, United Kingdom Resource Matters Ltd Full time
Join Our Team as a Self-Employed IFA

We are seeking a highly skilled and experienced self-employed IFA to join our team at Resource Matters Ltd. As a self-employed IFA, you will be responsible for providing full holistic financial planning to our clients, leveraging your expertise to help them achieve their long-term financial goals.

About the Role

This is an excellent opportunity for a self-employed IFA to take over an established client book with £60k on-going advice fees. You will be supported by our team with excellent lead generation and help with existing clients, allowing you to focus on delivering exceptional customer service and building strong relationships with our clients.

Key Responsibilities
  • Provide full holistic financial planning to our clients, including retirement planning, investment advice, and estate planning.
  • Maintain strict quality and compliance standards, ensuring that all advice and documentation meets the highest standards.
  • Work closely with our team to ensure seamless delivery of services to our clients.
  • Develop and maintain strong relationships with our clients, providing ongoing support and guidance to help them achieve their financial goals.
Requirements
  • Level 4 Diploma qualified and ideally hold a current Statement of Professional Standing Certificate.
  • A natural communicator with a passion for delivering excellent customer service.
  • The ability to maintain strict quality and compliance standards.
  • Flexible and adaptable to change and new technology.
What We Offer
  • An established client book with £60k on-going advice fees.
  • Ongoing professional development and training to help you stay up-to-date with the latest industry developments.
  • Paraplanning and admin support to help you focus on delivering exceptional customer service.
  • Generous commission splits to reward your hard work and dedication.

If you are a motivated and experienced self-employed IFA looking for a new challenge, please submit your CV in confidence quoting Ref number: RH65782.