Independent Financial Advisor (Remote / Hybrid) Job in Dudley, West Midlands

Independent Financial Advisor (Remote / Hybrid) Job in Dudley, West Midlands. Apply for the latest Dudley, West Midlands jobs in Accounting/Financial/Insurance.

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Independent Financial Advisor (Remote / Hybrid) Job in Dudley, West Midlands

Job Description
Independent Financial Advisor (Remote / Hybrid)

Dudley

Self-employed + 60 – 80% of fee + mentor + progression to directorship + shares + client introduction support + benefits

Are you an IFA, looking to join an award winning firm of financial advisors, where you will receive high caliber client introductions, networking and marketing support, excellent benefits, and the potential for progression, all the way to directorship, whilst remaining fully independent?

Are you looking to collaborate with a highly reputable company who will provide you with a dedicated mentor, to help you realise your full potential, as well as high quality leads and office, admin and compliance support, so that you can dedicate all your time to your craft?

On offer is an excellent opportunity for an IFA to work with a market leading company, where you will be fully autonomous, and remain 100% independent, whilst benefitting from the excellent reputation and resources of an expert firm. You will be speaking to a wide range of clients, cultivating new relationships from leads, and developing existing relationships, whilst providing bespoke financial guidance, making recommendations to your clients on how they can best utilise their money. You will be able to research the marketplace on available products and services, identify customers' needs, design financial strategies and close a sale.

The role:

Either fully remote or hybrid (luxurious office space in Dudley)
Operating as a 100% independent IFA, receiving 60-80% of fees
Cultivate new client relationships from leads and networking , building win-win relationships
Provide strategic advice across a variety of financial products and services
Assessing client's overall financial picture, understand their needs and develop a solid financial plan
Guide clients towards profitable and secure financial decisions
Keep abreast of new industry trends and research the market to enhance existing knowledgeThe person:

Experience as an IFA
DipFA level 4On offer is an excellent opportunity to collaborate with a company which is currently experiencing exponential growth, where their success is your success. You will receive excellent training and career progression, all the way to shareholder or directorship

IFA, Financial Planning, Dudley, Swindon, Coventry, Financial Advisor, Remote, Hybrid, DipFA

If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.

Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website
Independent Financial Advisor (Remote / Hybrid)
Job Type: Permanent, Full Time
Location: Dudley, West Midlands
Category: Accounting/Financial/Insurance
City: Dudley
County: West Midlands (County)
Country: United Kingdom
Salary:
Benefits:

Independent Financial Advisor (Remote / Hybrid) Job in Dudley, West Midlands

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