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Self Employed Financial Adviser

Foster Denovo · London

🇬🇧 English

Job description

About the role

Foster Denovo is seeking a self‑employed Financial Adviser to deliver its financial advice process to private clients in London. You will work alongside a team of advisers, providing telephone and face‑to‑face guidance, helping clients define their goals and creating clear financial strategies.

Key responsibilities

  • Manage and grow existing private client relationships.
  • Generate new business through self‑generated leads and referrals from strategic and Employee Benefits relationships.
  • Provide comprehensive financial advice, clearly explaining costs and ensuring an outstanding client experience.
  • Maintain client files to Foster Denovo compliance standards and act as a CF30 Investment Adviser.
  • Meet Fit & Proper and Treat‑Customer‑Fairly (TCF) requirements through ongoing training and development.

Required profile

  • Proven ability to develop and convert private client relationships.
  • Strong client‑focused mindset with a commitment to delivering high‑quality advice.
  • Understanding of FCA regulations, Fit & Proper standards and TCF principles.
  • CF30 Investment Adviser qualification or equivalent.

Required skills

    What we offer

    • Supportive, knowledge‑sharing culture across a network of 120 advisers.
    • Access to a reputable brand with platinum Investors in People accreditation.
    • Opportunities for continuous professional development and training.

    Questions fréquentes

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    Published 1 month ago

    Expires 5 days from now

    25 views · 0 interested

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    Foster Denovo

    London