Independent Financial Advisor

3 days ago


UK, UK, United Kingdom mbf Full time

About the Firm

Our Client is a well-established firm of experienced Chartered Financial Planners and Independent Financial Advisers (IFAs) located in the London area. They offer extensive market knowledge and provide independent financial advice, planning, and guidance to both individuals and corporate clients seeking employee benefits solutions and company-specific financial advice. They have offices are in London, Hertfordshire, and the Midlands, serving clients across the nation.


The Role

This is a full-time, self-employed hybrid role for an Independent Financial Advisor. The advisor will provide independent financial advice, planning, and guidance to individuals on investments, retirement planning, retirement options, protection, mortgage advice, long-term care planning, wills and estate planning, and equity release. The role is based in the London area, with some remote work options available.

Qualifications

  • Expertise in Financial Planning, Finance, and Financial Advisory
  • Experience in retirement planning and investments
  • Knowledge of financial industry regulations and compliance
  • Excellent analytical and problem-solving skills
  • Strong communication and interpersonal skills
  • Ability to build and maintain client relationships
  • Attention to detail and accuracy
  • Relevant professional certifications such as Chartered Financial Planner (CFP), Certified Financial Planner (CFP), or Level 4 Diploma in Financial Planning


Experience in providing holistic financial advice and knowledge of tax and estate planning strategies would also be beneficial. The firm are looking for someone who can bring over a book of clients.


If you are interested in this role, please do not hesitate to apply, and we can have a more detailed conversation around fee splits and the Paraplanning and Support provided.



  • UK, UK, United Kingdom Vision-FS Recruitment Full time

    Financial Advisor / Independent Financial AdvisorLocation: Nationwide RolesMinimum Requirements: Level 4 Diploma in Regulated Financial PlanningSalary: OTE £150k-£200kUn-Capped Earnings PotentialYOUR NEW COMPANYA boutique Financial Planning business seeks to expand organically its network of Diploma Qualified Financial Advisor’s across the UK.A...

  • Financial Advisor

    1 month ago


    UK, UK, United Kingdom Quilter Financial Planning Full time

    If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...


  • London, UK, UK, United Kingdom Pure Resourcing Limited Full time

    Independent Financial Adviser - City of LondonAre 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...

  • Financial Advisor

    1 month ago


    London, UK, UK, United Kingdom Quilter Financial Advisers Full time

    Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry.We believe in face-to-face service and have a large team of Advisers spread across the UK, including Scotland and Northern...


  • UK, UK, United Kingdom Clayton Davies Full time

    Our client is looking for a Financial Planner to join their team. As a Financial Planner, your role is to understand your clients current and future financial goals.Key Responsibilities:Develop an understanding of the company's core valuesEnsure clients are serviced in a timely and professional mannerMaintain good client and introducer relationships...


  • UK, UK, United Kingdom deVere Group Full time

    deVere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing.This role will be office based in Porto, Portugal and relocation is required.We are looking for qualified Investment and Wealth Managers who want to join us on our journey of continued growth. Not only can we offer the...


  • UK, UK, United Kingdom Eden Scott Full time

    My client is a growing and highly reputable, stable wealth management practice. Due to expansion, a new job vacancy has become available for an experienced IFA in their team. A client base with recurring income is available.In the job you will be servicing your book of business along with dealing with new business due to their reputation, ties and referrals....

  • Financial Advisor

    4 weeks ago


    UK, UK, United Kingdom TechNET IT Recruitment Ltd Full time

    Financial Advisor Full time Permanent Salary: Competitive, with a base up to £60,000 plus commission/bonus. Company Overview: TechNET-IT have partnered with a leading UK wealth management company renowned for their comprehensive financial planning and investment management services. They are seeking additional advisers to enhance their team. This...

  • Financial Advisor

    4 weeks ago


    London, UK, UK, United Kingdom Quilter Financial Planning Full time

    SummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

  • Financial Advisor

    2 weeks ago


    UK, UK, United Kingdom Integrity Talent Solutions Full time

    Financial Advisor (Investment Sales)Location: Fully Remote (Head Office in London) Salary: £65k basic + Commission (OTE £150k-350k+) The Opportunity:The primary responsibilities of the Financial Advisor are calling high-net-worth leads the firm provides, qualifying and scheduling face-to-face appointments, and meeting with prospective clients for the...

  • Financial Assistant

    3 days ago


    UK, UK, United Kingdom MJ Group International Part time

    Company DescriptionThe MJ Group International is a leading independent property valuation provider in the European market. Established in 2006, our family-like organization quickly gained a reputation as a trusted partner for providing independent international lending valuation advisory services. With a strong foundation built on morals, ethics, and values,...


  • UK, UK, United Kingdom deVere Group Full time

    deVere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing.This role will be office based in the UAE and relocation is required.We are looking for qualified Investment and Wealth Managers who want to join us on our journey of continued growth. Not only can we offer the experience...

  • Financial Advisor

    4 weeks ago


    UK, UK, United Kingdom Legal & General Full time

    Life can sometimes be unpredictable, and it pays to plan ahead. Our aim at Legal & General Retail is to help our customers plan for the unexpected, achieve financial security for their tomorrow, and protect everything that’s important to them. To better understand our customers and meet their needs, we’ve brought our protection, retirement income,...

  • Mortgage Advisor

    3 days ago


    UK, UK, United Kingdom Capital Assure Full time

    Company DescriptionCapital Assure is a mortgage broker based in Kent and we are dedicated to providing free, honest, and impartial advice and service to all of our clients. We are an appointed representative of PRIMIS Mortgage Network, ensuring that our clients receive the best and most reliable solutions. We are passionate about helping individuals and...

  • Financial Advisor

    4 weeks ago


    London, UK, UK, United Kingdom Oasis Crescent Full time

    Excellent opportunity for a Financial Advisor to join a diversified wealth management company focused on delivering real value to its investors over the long term!The core function of the successful candidate will be to manage and grow their portfolio of clients while providing financial planning advice.RequirementsBachelor's degree in Finance,...


  • UK, UK, United Kingdom Logan Growth Advisors Full time

    Logan Growth Advisors (LGA) is a Mergers and Acquisitions advisor with remote staff all around the world. We provide M&A and capital raising advisory services to middle-market companies with a special focus on healthcare. LGA helps position the business attractively, then facilitates a competitive capital-raising process pitching deals to thousands of...

  • AML Advisor

    4 weeks ago


    UK, UK, United Kingdom AJ FOX COMPLIANCE Full time

    Are you a Senior AML Analyst looking for a new challenge?Do you want to work at a large international law firm?Are you passionate about all things AML and Financial Crime?We have a fantastic opportunity with a leading international law firm who are seeking an AML Advisor to join their London office. In this role, you will support the Risk and Compliance...

  • Mortgage Advisor

    4 weeks ago


    UK, UK, United Kingdom NRG Resourcing Full time

    Would you like the option of Remote, Hybrid or Office based? Employed or Self Employed?All leads provided & exceptional admin support?The Mortgage Brokerage’s advisers specialise in assisting first time buyers, home movers and those who wish to remortgage, as well as landlords who own buy to let properties. With the sustained growth of Darlington as an...


  • London, UK, UK, United Kingdom RCQ Associates - Financial Markets Specialists Full time

    RCQ Associates is an internationally renowned, niche recruitment firm, focused on connecting outstanding global talent within financial markets. We were established in 2015 by Edward James, a globally acclaimed headhunting professional with over 18 years’ experience. We are internationally renowned as a headhunting specialist within the Financial Markets...


  • London, UK, UK, United Kingdom deverellsmith Full time

    Role: Mortgage Advisor Position: Mortgage AdvisorSalary: £40,000 to £70,000 per yearEmployment Type: Full-Time, PermanentCompany Overview:As one of the leading Estate Agents in London, our client has a strong reputation for creating exceptional residential communities that cater to the diverse needs of our clients. Their commitment to excellence,...