Self Employed Financial Adviser
Foster Denovo · London
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.
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Published 1 month ago
Expires 5 days from now
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Foster Denovo
London
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