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Independent Financial Advisor

Are you an IFA with a Level 4 qualification in Financial Management, and a minimum of 5 years’ experience? 

Does your professional background include managing assets under management (AUM) of £10+ million?

If so, then this is the ideal opportunity to become a part of a progressive and highly respected financial advisory firm based in the South East.

The organisation is looking for an established and experienced Financial Advisor to assist clients in managing their portfolios and investment strategies.

The successful candidate will provide savings, protection and pension solutions to help clients plan for all of life’s circumstances, both expected and unexpected.

If you’re looking for a chance for great income potential, independence and flexibility, we encourage you to apply.

Main Responsibilities and Accountabilities


  • Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
  • Answering client questions about financial plans and strategies and giving financial advice.
  • Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
  • Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
  • Analysing financial data received from clients to develop strategies for meeting clients' financial goals.
  • Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
  • Implementing financial plans or referring clients to professionals who can help them.
  • Managing and updating client portfolios.
  • Contacting clients regularly to discover changes in their financial status.
  • Building and maintaining your client base

Experience and Education Requirements


  • 5+ years’ industry experience.
  • Level 4 qualification in financial management
  • Bachelor’s Degree in Finance or related field
  • Experience managing assets under management (AUM) of £10+ million
  • Possess strong knowledge of the investment business and strong understanding of financial planning concepts
  • Experience with financial planning software
  • Excellent computer, interpersonal and communication skills
  • A minimum of 12 months CF30 experience.
  • G60 or AF3 qualification a plus but not a requirement
  • Chartered status a plus but not a requirement

Key Competencies


  • Asset (Investment) management
  • Risk management
  • Relationship management
  • Estate planning
  • Tax management

How to apply

If you are interested in the opportunity and would like to learn more please apply using the link provided and we will be in direct contact.

Good luck!



  • Start: ASAP
  • Duration: Permanent
  • Rate: £60k - 90k per year + DOE
  • Location: East Molesey
  • Type: Permanent
  • Industry: Finance
  • Recruiter: Hiring People
  • Contact: Hiring People
  • Email: to view click here
  • Reference: LOS01
  • Posted: 2020-10-08 12:59:47 -

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