Independent Financial Adviser WFH or Hybrid

ZipRecruiter; Leatherhead; Hybrid; GBP 40,000 - 50,000; Full time

Job summary

An established industry player is seeking a qualified Financial Planner to join their dedicated team, which boasts over 50 years of experience in the financial planning sector. This role offers the opportunity to advise clients on a wide range of financial matters, including pensions, investments, and inheritance tax planning. With a focus on client well-being, the company provides a supportive environment where your expertise can flourish. The position also offers flexibility with hybrid or remote working options, making it an attractive opportunity for self-starters looking to make a significant impact in the financial planning industry.

Benefits

Commission Structure

Leads Provided

Flexible Working Options

Qualifications

• Qualified Chartered Financial Planner with Level 4 qualification.
• Strong international experience, particularly in the EU.

Responsibilities

• Advise on financial planning aspects including protection and pensions.
• Experience in later life financial planning for clients over 55.

Skills

Financial Planning

Pensions Advice

Investment Strategies

Mortgage Planning

Inheritance Tax Planning

Client Relationship Management

Education

UK Level 4 Qualification

Job description

Job Description

Our client, a truly independent Financial Planners firm with their Head Office based in Surrey and 20 locations across Europe, specializes in the financial well-being of their clients. The team has over 50 years of experience in the Financial Planning industry. As qualified Chartered Financial Planners who encourage others to achieve that designation, they are seeking a qualified Financial Planner to join their successful team.

Qualifications and Experience

• Ideally UK Level 4 Qualified (minimum)
• Seeking an employed IFA role
• Must have strong international experience (EU) knowledge or experience

Compensation and Benefits

• Circa £40-50K PA basic salary, with commissions to be discussed
• Leads provided
• Must be a self-starter and self-reliant
• Previous experience as a paraplanner would be advantageous

Role Responsibilities

Advising on all aspects of financial planning including protection, pensions, investments, mortgages, and inheritance tax planning. Experience advising within the later life arena for clients over 55, providing advice on pension drawdown, pension annuities, long-term care funding, and equity release using lifetime mortgages, is desirable.

Location

Ideally looking for an employed role near Sussex or Surrey and surrounding areas, with hybrid or remote working options.