Self-Employed Financial Advisor Opportunity

2 weeks 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 deliver exceptional customer service and maintain strict quality and compliance standards.

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 well-supported by excellent lead generation and will have the opportunity to work from home. Our client provides industry-leading training and offers a reward structure that recognizes your values and contribution, including a bonus scheme related to quality of advice and documentation as well as commercial performance.

Key Responsibilities
  • Provide full holistic financial planning to clients
  • Maintain strict quality and compliance standards
  • Work from home with excellent lead generation support
  • Participate in industry-leading training and development opportunities
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
  • Flexible and adaptable to change and new technology
What We Offer
  • Established client book with £60k on-going advice fees
  • On-going professional development opportunities
  • Paraplanning and admin support
  • Generous commission splits

If you are interested in this opportunity, please submit your CV in confidence quoting Ref number: RH65782.



  • Gravesend, Kent, United Kingdom Resource Matters Ltd Full time

    Self-Employed Financial Advisor OpportunityResource Matters Ltd is seeking a self-employed financial advisor to join their team and take over an established client book with £60,000 on-going advice fees.About the RoleThe successful candidate will be responsible for providing full holistic financial planning to clients, working from home and being supported...


  • Gravesend, Kent, United Kingdom Resource Matters Ltd Full time

    Self-Employed Financial Advisor OpportunityResource Matters Ltd is seeking a self-employed financial advisor to join their team and take over an established client book with £60,000 on-going advice fees.About the RoleThe successful candidate will be responsible for providing full holistic financial planning to clients, working from home and being supported...


  • Gravesend, Kent, United Kingdom Resource Matters Ltd Full time

    Self-Employed Financial Advisor OpportunityResource Matters Ltd is seeking a self-employed financial advisor to join their team and take over an established client book with £60,000 on-going advice fees.About the RoleThe successful candidate will be responsible for providing full holistic financial planning to clients, working from home and being supported...


  • Gravesend, Kent, United Kingdom Resource Matters Ltd Full time

    Self-Employed Financial Advisor OpportunityResource Matters Ltd is seeking a self-employed financial advisor to join their team and take over an established client book with £60,000 on-going advice fees.About the RoleThe successful candidate will be responsible for providing full holistic financial planning to clients, working from home and being supported...


  • Gravesend, Kent, United Kingdom Resource Matters Ltd Full time

    Self-Employed IFA Opportunity with Established Client BookWe are seeking a self-employed IFA to join our team and take over an established client book with £60k on-going advice fees. Our client has a strong reputation for putting customers first and has a track record of over 30 years in the industry.The ideal candidate will be a Level 4 Diploma qualified...


  • Gravesend, Kent, United Kingdom Resource Matters Ltd Full time

    Self-Employed IFA Opportunity with Established Client BookWe are seeking a self-employed IFA to join our team and take over an established client book with £60k on-going advice fees. Our client has a strong reputation for putting customers first and has a track record of over 30 years in the industry.The ideal candidate will be a Level 4 Diploma qualified...


  • Gravesend, Kent, United Kingdom Resource Matters Ltd Full time

    Join Our Team as a Self-Employed IFAWe 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 RoleThis is an...


  • Gravesend, Kent, United Kingdom Resource Matters Ltd Full time

    Join Our Team as a Self-Employed IFAWe 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 RoleThis is an...


  • Gravesend, Kent, United Kingdom Resource Matters Ltd Full time

    Join Our Team as a Self-Employed IFAWe 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 deliver exceptional customer service and maintain strict quality and...


  • Gravesend, Kent, United Kingdom Resource Matters Ltd Full time

    Join Our Team as a Self-Employed IFAWe 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 deliver exceptional customer service and maintain strict quality and...


  • Gravesend, Kent, United Kingdom Kings Permanent Recruitment for Estate Agents & Financial Services Professionals Full time

    Job DescriptionJob Title: Senior Mortgage AdvisorJob Type: Full-timeIndustry: Financial ServicesCompany: Kings Permanent Recruitment for Estate Agents & Financial Services ProfessionalsLocation: Remote (Flexible)About Us:Kings Permanent Recruitment is a specialist estate agency recruitment service dealing with the placement of estate agents, letting agents,...


  • Gravesend, Kent, United Kingdom Kings Permanent Recruitment for Estate Agents & Financial Services Professionals Full time

    Job DescriptionJob Title: Senior Mortgage AdvisorJob Type: Full-timeIndustry: Financial ServicesCompany: Kings Permanent Recruitment for Estate Agents & Financial Services ProfessionalsLocation: Remote (Flexible)About Us:Kings Permanent Recruitment is a specialist estate agency recruitment service dealing with the placement of estate agents, letting agents,...


  • Gravesend, Kent, United Kingdom Kings Permanent Recruitment for Estate Agents & Financial Services Professionals Full time

    Senior Mortgage Advisor - Overview:Our clients are seeking a talented Mortgage Advisor to join their team. As a Senior Mortgage Advisor, you will be supported in your career journey and have the opportunity to become the best version of yourself.With a steady stream of warm leads from their front-end sales team, you will never be short of business to write....


  • Gravesend, Kent, United Kingdom Kings Permanent Recruitment for Estate Agents & Financial Services Professionals Full time

    Senior Mortgage Advisor - Overview:Our clients are seeking a talented Mortgage Advisor to join their team. As a Senior Mortgage Advisor, you will be supported in your career journey and have the opportunity to become the best version of yourself.With a steady stream of warm leads from their front-end sales team, you will never be short of business to write....


  • Gravesend, Kent, United Kingdom Kings Permanent Recruitment for Estate Agents & Financial Services Professionals Full time

    Senior Mortgage Advisor OpportunityWe are seeking an experienced Mortgage and Protection Advisor to join our team at Kings Permanent Recruitment for Estate Agents and Financial Services Professionals. As a leading recruitment agency, we specialize in placing Estate Agents, Letting Agents, and Financial Services Professionals into permanent positions.About...


  • Gravesend, Kent, United Kingdom Kings Permanent Recruitment for Estate Agents & Financial Services Professionals Full time

    Senior Mortgage Advisor OpportunityWe are seeking an experienced Mortgage and Protection Advisor to join our team at Kings Permanent Recruitment for Estate Agents and Financial Services Professionals. As a leading recruitment agency, we specialize in placing Estate Agents, Letting Agents, and Financial Services Professionals into permanent positions.About...


  • Gravesend, Kent, United Kingdom Kings Permanent Recruitment for Estate Agents & Financial Services Professionals Full time

    Senior Mortgage Advisor OpportunityWe are seeking an experienced Mortgage and Protection Advisor to join our team at Kings Permanent Recruitment for Estate Agents and Financial Services Professionals. As a leading recruitment agency, we specialize in placing Estate Agents, Letting Agents, and Financial Services Professionals into permanent positions.About...


  • Gravesend, Kent, United Kingdom Kings Permanent Recruitment for Estate Agents & Financial Services Professionals Full time

    Senior Mortgage Advisor OpportunityWe are seeking an experienced Mortgage and Protection Advisor to join our team at Kings Permanent Recruitment for Estate Agents and Financial Services Professionals. As a leading recruitment agency, we specialize in placing Estate Agents, Letting Agents, and Financial Services Professionals into permanent positions.About...


  • Gravesend, Kent, United Kingdom Kings Permanent Recruitment for Estate Agents & Financial Services Professionals Full time

    Senior Mortgage Advisor **Overview:** Our clients are seeking a talented Mortgage Advisor to join their team. As a Senior Mortgage Advisor, you will be supported in your career journey and have the opportunity to become the best version of yourself. **Scope of Role:** Our clients are an award-winning and forward-thinking operation that prides itself on...


  • Gravesend, Kent, United Kingdom Kings Permanent Recruitment for Estate Agents & Financial Services Professionals Full time

    Senior Mortgage Advisor **Overview:** Our clients are seeking a talented Mortgage Advisor to join their team. As a Senior Mortgage Advisor, you will be supported in your career journey and have the opportunity to become the best version of yourself. **Scope of Role:** Our clients are an award-winning and forward-thinking operation that prides itself on...