Independent Financial Adviser (IFA) City of London

Overview

In this role you manage and grow your own client book under a respected national brand, delivering holistic financial advice tailored to client needs. You will build long-term relationships and support ongoing financial planning within a supportive environment designed to boost reach and business growth. This employed opportunity offers autonomy with the backing of a strong brand and performance-based rewards. If you’re an experienced IFA, you’ll join a platform that elevates your practice while preserving independence.

Pay / Benefits

• salary linked to prior performance
• employed role
• brand backing with autonomy
• increased reach and infrastructure

Responsibilities

• Manage and grow your own client book
• Deliver holistic financial advice tailored to client needs
• Build long-term client relationships
• Support ongoing financial planning for clients
• Operate within a supportive environment to enhance reach and growth

Key requirements

• Proven track record as an IFA with consistent previous billings
• Fully qualified (relevant financial advice qualifications required)
• Strong client relationship and business development skills
• Able to manage and grow a client portfolio effectively

• Strong client relationship skills
• Business development skills
• Communication ability
• Self-motivation and autonomy
• Holistic financial planning proficiency
• Client portfolio management

…