Independent Financial Advisor

Yellow Brick Mortgages Ltd; Norwich; Hybrid; GBP 30,000 - 60,000; Full time

Job summary

A leading financial advisory firm is seeking a qualified Independent Financial Advisor (IFA) to provide expert financial advice and build long-term client relationships. This remote/hybrid role offers a competitive commission structure with uncapped earnings potential and the opportunity to work with a supportive team on comprehensive financial solutions.

Benefits

Quality client leads provided

Flexible working options

Competitive commission structure

Opportunities to cross-sell services

Qualifications

• Minimum Level 4 Diploma in Financial Planning.
• Strong knowledge of financial planning products and services.
• Proven experience as an IFA with a track record of meeting targets.

Responsibilities

• Conduct in-depth client consultations to identify financial goals.
• Provide tailored advice on pensions, investments, and protection.
• Ensure compliance with FCA regulations and company standards.

Skills

Client Relationship Management

Financial Planning

Regulatory Compliance

Education

Level 4 Diploma in Financial Planning

Job description

Independent Financial Advisor (IFA)

Type of work: Self-Employed with Uncapped Earnings


Location: Remote/Hybrid Norwich,

Working hours: Full time

About Us:

Yellow Brick Financial Planning is part of the award-winning Yellow Brick Group, providing whole-of-market advice across Financial Planning, Mortgages, Commercial Finance, Wills, and Estate Planning. Our ethos of exceptional service and community commitment is at the heart of everything we do.

We pride ourselves about exceptional customer service, giving back to our community, and having fun along the way!

Why Join Us?

• Quality client leads provided - no cold calling required!
• Flexible working - work remotely or from our Norwich office.
• Competitive commission structure with uncapped earnings potential.
• Opportunities to cross-sell mortgages, wills, and estate planning services.
  
  

The Role:

We are looking for a driven and experienced Level 4 Diploma qualified Independent Financial Advisor (IFA) to join our thriving team. In this role, you’ll provide expert financial advice, build long-term client relationships and deliver tailored solutions across pensions, investments and protection planning.

While it’s not essential, bringing an existing client bank would be highly advantageous, allowing for a smoother transition and faster success in the role. This would also provide an opportunity to continue nurturing those relationships while expanding your portfolio with the support of our established infrastructure.

Key Responsibilities:

• Conduct in-depth client consultations to identify and understand their financial goals.
• Provide tailored, holistic advice on pensions, investments and protection.
• Develop financial plans that help clients grow and safeguard their wealth.
• Maintain strong, long-term client relationships through regular reviews and ongoing support.
• Ensure full compliance with FCA regulations and company standards.
• Collaborate with our mortgage and estate planning teams to deliver seamless, comprehensive advice.
  
  

What We’re Looking For:

• Minimum Level 4 Diploma in Financial Planning.
• Strong knowledge of financial planning products and services.
• Proven experience as an IFA with a track record of meeting targets.
• Ability to build rapport and foster long-term client relationships.
• Self-motivated, driven and passionate about helping clients achieve their goals.
  
  

If you’re passionate about delivering exceptional financial advice and want to be part of a growing, values-driven organisation, we’d love to hear from you!

Apply now or contact us for more information