About the Firm

Our Client is a well-established firm of experienced Chartered Financial Planners and Independent Financial Advisers (IFAs). 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 co