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Self‑Employed Independent Financial Adviser – Join Established Firm

Astral Recruitment · Canterbury

🇬🇧 English

Job description

About the role

Our client, a well‑established Independent Financial Adviser (IFA) practice near Maidstone, is expanding its network of self‑employed advisers. The role is ideal for motivated professionals who already have a client base and seek the benefits of office infrastructure, paraplanning, and administrative support without monthly fees.

Key responsibilities

  • Provide independent financial advice to existing and new clients.
  • Maintain and grow your personal client portfolio.
  • Utilise the firm’s paraplanning and admin team to prepare recommendations and documentation.
  • Collaborate with senior IFA mentors for guidance and compliance support.
  • Participate in marketing initiatives offered by the firm at no extra cost.

Required profile

  • Self‑motivated "go‑getter" with an existing client base.
  • Qualified or recently qualified financial adviser willing to develop a business plan.
  • Desire to work remotely while accessing office facilities when needed.

Required skills

    What we offer

    • Access to a fully equipped office environment on a flexible basis.
    • Dedicated paraplanning and administrative support at no monthly charge.
    • Mentorship from a senior IFA and free marketing assistance.
    • Opportunity to operate as a self‑employed adviser within a reputable firm.

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    Published 2 months ago

    24 views · 0 interested

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    Astral Recruitment

    Canterbury