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Self‑Employed Independent Financial Advisor – Join Established Firm

Astral Recruitment · Chatham

10,000 - 100,000 GBP/year 🇬🇧 English

Job description

About the role

We are partnering with a successful, well‑established IFA firm near Maidstone to expand its network of self‑employed Independent Financial Advisors. The role is ideal for motivated "go‑getters" who already have a client base and seek office facilities, paraplanning, and administrative support without monthly fees.

Key responsibilities

  • Provide comprehensive financial advice and planning to existing and new clients.
  • Maintain and grow your client portfolio through proactive business development.
  • Utilise the firm’s paraplanning and admin team to deliver high‑quality service.
  • Collaborate with senior IFA mentors for guidance and compliance support.
  • Leverage free marketing assistance to promote your services.

Required profile

  • Self‑employed IFA with an active client base, or a recently qualified adviser with a solid business plan.
  • Strong motivation to generate new business and maintain client relationships.
  • Willingness to work within a supportive partnership model.

Required skills

  • Financial advisory and planning expertise.
  • Client relationship management.

What we offer

  • Access to a professional office environment.
  • Paraplanning and administrative support at no extra cost.
  • Guidance from a top‑ranking IFA.
  • Free marketing assistance and business development resources.

Questions fréquentes

Le salaire proposé pour ce poste est de 10-100k GBP par an. Le détail figure dans l'annonce.
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Published 2 months ago

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Astral Recruitment

Chatham