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Permanent

Independent Financial Advisor (IFA)

Essex
money-bag 50000.00-50000.00 Annual
3153473197
Posted 1 week ago

Independent Financial AdvisorSalary: £50,000 - £60,000 per annumLocation: Leigh-on-sea and Brentwood, EssexAbout the RoleWe are seeking experienced Independent Financial Advisors to join a well-established financial planning firm. You will provide holistic financial advice to new and existing clients, supported by dedicated administration, paraplanning, and compliance teams, enabling you to focus on delivering excellent client outcomes.Key ResponsibilitiesDeliver holistic financial planning across pensions, investments, retirement planning, protection, and inheritance tax planning.Build and maintain long-term client relationships through regular reviews.Produce compliant financial recommendations in line with FCA requirements.Generate new business through referrals, networking, and company-generated enquiries.Work collaboratively with internal teams to deliver an exceptional client experience.Maintain compliance with FCA and Consumer Duty standards.About YouLevel 4 Diploma in Regulated Financial Planning (essential).Proven experience as an Independent Financial Adviser.Strong technical knowledge and excellent communication skills.Professional, client-focused, and committed to delivering high-quality advice.Chartered status, or working towards it, is desirable.BenefitsDedicated administration, paraplanning, and compliance support.Lead generation opportunities.Modern financial planning technology.Ongoing professional development and exam support.Collaborative and supportive ..... full job details .....

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