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Independent Financial Advisor

Posted: 21/01/25
Recruiter:DK Recruitment
Reference:2884796299
Type:Permanent
Salary:£35,000 - £60,000 Annual
Location:Taunton, Somerset
Description: Position: Independent Financial Advisor (IFA)
Employment Type: Open to both Employed and Self-Employed arrangements
Location: Flexible working arrangements (remote, hybrid, or office-based)
About the Role:
We are seeking a dynamic and client-focused Independent Financial Advisor (IFA) to join our team. Whether you prefer the security of an employed position or the freedom of self-employment, we offer a unique opportunity tailored to suit your working style. With unparalleled flexibility and a suite of fantastic perks, this role is perfect for a motivated professional looking to grow their career in financial advising.
Key Responsibilities:
  • Provide holistic financial advice to a diverse client base, tailoring recommendations to individual needs and objectives.
  • Build and maintain strong, long-term relationships with clients by delivering exceptional service.
  • Conduct in-depth reviews of clients' financial circumstances, current provisions, and future goals.
  • Research and recommend financial products and services, ensuring compliance with relevant regulations and standards.
  • Actively develop and expand your client portfolio through networking, referrals, and business development activities.
  • Keep up-to-date with market trends, legislation, and product changes to provide informed advice.
Requirements:
  • Diploma in Financial Planning (DipPFS) or equivalent.
  • FCA-approved or working towards achieving FCA authorisation.
  • Proven experience as an IFA or financial advisor, with a successful track record of client acquisition and retention.
  • Excellent communication and interpersonal skills.
  • Self-motivated, proactive, and able to work independently or collaboratively as part of a team.
  • Strong ethical standards and commitment to delivering client-focused solutions.
What We Offer:
  • Flexible Working Arrangements: Work from home, in the office, or a hybrid setup that suits your lifestyle.
  • Competitive Remuneration: Whether employed or self-employed, we offer attractive earning potential with uncapped commissions.
  • Comprehensive Support: Access to state-of-the-art tools, administrative support, and compliance assistance.
  • Career Development: Continuous professional development opportunities, including access to training, mentorship, and industry events.
  • Perks and Benefits:
    • Generous holiday allowance (for employed positions).
    • Pension contributions.
    • Wellness programs and mental health support.
    • Access to exclusive financial products and services for personal use.
    • Collaborative Environment: Join a team of experienced professionals who are passionate about delivering outstanding financial solutions.
Why Join Us? We understand that work-life balance and autonomy are crucial to our advisors' success. By providing flexible working arrangements, cutting-edge resources, and a supportive environment, we empower you to focus on what you do best helping clients achieve their financial goals.

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