Independent Financial Adviser

Social network you want to login/join with:

Independent Financial Adviser, Birmingham

col-narrow-left

Client:

Heat Recruitment

Location:

Birmingham, United Kingdom

Job Category:

Finance

-

EU work permit required:

Yes

col-narrow-right

Job Reference:

Job Views:

12

Posted:

26.04.2025

Expiry Date:

10.06.2025

col-wide

Job Description:

Location

Birmingham

Salary Competitive TypePermanent WorkplaceOn-Site Ref87295

Independent Financial Adviser (IFA) Opportunity Leicestershire / Birmingham Area

Are you an experienced IFA looking to take the next step in your career? We are partnering with a well-established financial advisory firm, based just outside of Birmingham, who are seeking a talented Independent Financial Adviser to join their team.

Location:
This role is primarily home-based with a requirement to attend the office in Birmingham once a week. The majority of your clients will be based around the Leicestershire area, so living locally will be an advantage.

Salary:
£40,000 £50,000 per annum (dependent on experience)

Role Overview: As an IFA, you will have a unique combination of managing an existing book of clients while also generating new business. This is a fantastic opportunity for an IFA who enjoys building strong relationships and offering tailored advice to clients.

Key Responsibilities:

Client Acquisition & Retention: Identify and reach out to potential clients, gather detailed information, and assess their financial needs.

Comprehensive Advice: Conduct thorough research and analysis to make suitable and tailored recommendations for your clients.

Documentation & Compliance: Ensure all documentation is accurate and in line with regulatory requirements. Stay fully compliant with the Financial Services and Markets Act 2000 and other relevant legislation.

Professional Development: Keep up-to-date with regulatory and technical developments, particularly in areas such as pension transfer, conversion, and opt-out business. Undertake appropriate Continuing Professional Development (CPD) to maintain your status and competence.

Regulatory Compliance: Adhere to all Compliance and Training and Competence Procedures of the firm, ensuring you are always meeting the required performance standards.

Key Requirements:

Proven experience as an Independent Financial Adviser (IFA)

Ability to generate new business while managing an existing client base

In-depth knowledge of the latest financial products, market trends, and legislative changes

Strong communication skills, with the ability to build rapport with clients

A commitment to professional development and maintaining regulatory standards

Why This Role?

Flexible Working: Primarily home-based with one office visit per week.

Competitive Salary: Up to £50,000 per year with opportunities for career progression.

Client Base: Benefit from a combination of an existing client base and the opportunity to grow your own portfolio.

If youre an experienced IFA looking for a rewarding new challenge with a forward-thinking firm, wed love to hear from you!

Apply today to take the next step in your financial advisory career.