Self-Employed Financial Advisor

4 days ago

Gravesend, 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, utilizing 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 and have access to industry-leading training and a reward structure that recognizes your values and contribution.

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.
  • Develop and maintain strong relationships with our clients, providing exceptional customer service and ensuring their needs are met.
  • Stay up-to-date with industry developments and best practices, utilizing your expertise to provide innovative solutions to our clients.
What We Offer
  • An established client book with £60k on-going advice fees.
  • Ongoing professional development and training to help you stay ahead in the industry.
  • Paraplanning and admin support to help you focus on providing exceptional client service.
  • Generous commission splits, recognizing your hard work and dedication.

If you are a motivated and experienced self-employed IFA looking for a new challenge, we would love to hear from you. Please submit your CV in confidence, quoting Ref number: RH65782.

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