Remote Independent Financial Adviser – Wealth Planning

TieTalent; Bushey; Remote; GBP 40,000 - 70,000; Full time

Benefits offered by this job

Client journey and back-office support

End-to-end support with full DIS and Paraplanning

IT technology support

Consultative marketing support

Job summary

A leading independent financial advisory firm based in the UK is seeking an Independent Financial Adviser. In this role, you will build client relationships, review their financial needs, and optimize business opportunities. The ideal candidate will hold a Diploma in Regulated Financial Planning and possess excellent interpersonal skills. Remote working is available, along with comprehensive support structures to aid your success in financial planning.

Qualifications

• Diploma in Regulated Financial Planning (or FCA approved equivalent).
• Demonstration of a client centric approach and professionalism.
• Experience in networking and attracting new clients.

Responsibilities

• Follow the Six-Stage Advice Process to build client relationships.
• Review and respond to clients' changing financial needs.
• Acquire and develop new business from clients and introducers.

Skills

Client centric approach

Excellent interpersonal skills

Business development

Education

Diploma in Regulated Financial Planning

Tools

Microsoft Teams

XPlan

Job description

A leading independent financial advisory firm based in the UK is seeking an Independent Financial Adviser. In this role, you will build client relationships, review their financial needs, and optimize business opportunities. The ideal candidate will hold a Diploma in Regulated Financial Planning and possess excellent interpersonal skills. Remote working is available, along with comprehensive support structures to aid your success in financial planning.