Self Employed Financial Adviser

Foster Denovo Ltd; Greater London; Hybrid; GBP 40,000 - 80,000; Full time

Benefits offered by this job

Investors in People Platinum

Hybrid work culture

Professional development

Job summary

Foster Denovo Ltd is seeking a self-employed Financial Adviser in London to deliver compliant financial planning services to private clients, managing existing relationships and generating revenue through new business. This role emphasizes clear communication and a client-centered approach.

You will provide telephone and face-to-face advice, articulate costs, and ensure an outstanding client experience, operating within our established advice process and FCA rules.

Qualifications

• Demonstrated ability to develop and manage private client relationships.
• Proven track record converting leads into clients.
• Knowledge of FCA rules and CF30 requirements.
• Excellent communication and presentation skills.
• Experience delivering standard-compliant financial advice.

Responsibilities

• Develop and manage private client relationships, mainly via introductions.
• Convert new leads into Foster Denovo clients.
• Ensure excellent client experience and high Net Promoter Score (NPS).
• Follow the Foster Denovo advice process and compliance procedures.
• Maintain client files to Foster Denovo compliance standards.
• Act as CF30 Investment Adviser in line with FCA rules.
• Meet Fit & Proper standards and participate in ongoing training.

Skills

Client relationships

Lead conversion

Compliance & FCA

Communication skills

Financial advice process

Job description

Job summary:

• • To help deliver Foster Denovo’s Financial Advice process and proposition following all service standards and rules for a compliant outcome. Working alongside other Financial Advisers, you will be required to manage existing client relationships along with generating revenue through the acquisition of new private clients, both self-generated and through leads. A key part of this role is to provide telephone and face to face financial advice to individual clients. To understand their current and future goals and aspirations, and create easy to understand financial strategies. To articulate clearly the cost of advice and ensure an outstanding client experience. This is a self employed adviser role.

Key skills and personal attributes:

• Developing new and existing private client relationships, mainly via introductions from our strategic relationships and Employee Benefits (EB) clients.
• Effective conversion of new leads into Foster Denovo clients.
• Ensuring at all times, clients receive a great customer experience and are delighted to do business with us - as demonstrated by client feedback and Net Promoter Score (NPS).
• Effective use of the Foster Denovo advice process and proposition, following all service standards and procedures.
• Demonstrating that quality advice is being offered to our clients at all times, ensuring all client files are maintained to Foster Denovo compliance standards.
• Acting as a CF30 Investment Adviser in accordance with Foster Denovo’s procedures and FCA rules.
• To continuously meet Fit & Proper and TCF requirements, fully participating in appropriate training, competence and development initiatives.

About us

Foster Denovo currently boast over 120 Financial Advisers supported by around 300 employees across eight Foster Denovo offices throughout the UK. We have the scale and resource to provide exceptional advice and service to our clients, advisers and employees.

Our stakeholder community is an invisible bond that gives Foster Denovo its solid foundations. It also means that our people care about our reputation and brand. And as such, we aim to delight every client we come into contact with.

When you join the Foster Denovo family, you benefit from our enviable reputation and years of industry experience. In everything we do, we’re driven by a firm set of core values, and our friendly, stakeholder culture has been praised by employees, clients and partners alike.

Foster Denovo are also proud to hold the platinum investors in people accreditation which shows a clear commitment to the people who make us an employer of choice.

What we offer you:

Foster Denovo has an open, mutually supportive, knowledge-sharing culture. It’s a culture that has created the space to think differently for the benefit of our clients.

Department Private Wealth Locations London Remote status Hybrid Employment type Full-time