Independent Financial Advisor

Cardiff, UK
03 Aug 2019
24 Aug 2019
Contract Type
Full Time
Job Title: Independent Financial Adviser

Industry: Financial Services

Location: South Wales

Salary: Self Employed

Job Description:

Recruit UK are working on an excellent opportunity for a financial adviser in south Wales to join a Financial Planning firm.This Chartered Financial Advice practice is looking to take on a number of new colleagues due to a period of sustained growth.

This is a Self-Employed IFA position representing a directly authorised Chartered Financial Planning firm who offer whole of market Independent Financial advice to clients across the UK and Northern Ireland. This firm are directly authorised and have seen organic growth for over a decade, with the management team having over 25 years' experience. As a nationwide operation they have a team of over seventy advisers throughout the UK.

The firm provides a high level of support, training and services for both Registered Individuals and Appointed Representatives along with a client suitability framework to ensure advisers can be independent and compliant enabling the best possible outcomes for clients.

This is an ideal opportunity for an experienced adviser who is frustrated by an existing network or company to join an organisation where autonomy will be encouraged along with support in the vital areas needed to comfortably grow your business. Their straight forward approach is genuinely refreshing. They are able to look after all of the usual headaches and time constraints around compliance and administration allowing you to focus your time on servicing your valued clients.

What's in it for you:

·A supportive and client focused outlook

·Excellent staff retention, long serving team

·Attractive fee splits, up to 90% in your favour

·Provide full exam training towards obtaining Level 6 Chartered Status

·Dedicated team of Paraplanners, Compliance and Administrators will support Advisers in marketing and seminar sales support administration

·Research package & investment proposition

·Training & Development (CPD, Individual, group, workshops, exams to Chartered Status)

·Technical support

Skills and experience required:
  • Level 4 financial diploma qualified
  • Experience working as a CF30 level Adviser
  • Ability to attract and develop your own business

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