Self-employed IFA

Posted Today by Resource Matters Ltd
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Self-employed IFA required, growing company, friendly & family firm with exceptional support for consumer duty

Our client has a track record of putting customers needs first, that goes back more than a 30 years. They recognise just how important it is to help their customers make long-term financial plans. Our client provides industry leading training, superb back office support including for consumer duty requirements and leading rates of commissions.

The role is home based.

Ideal Candidate for self-employed IFA role:

  • Level 4 Diploma qualified and ideally hold a current Statement of Professional Standing Certificate
  • A natural communicator with a passion for delivering excellent customer service
  • The ability to maintain strict quality and compliance standards
  • Flexible and adaptable to change and new technology

The rewards:

  • Excellent rates of commissions
  • On-going professional development
  • Paraplanning and Admin support.
  • Superb support for consumer duty requirements

If you are interested to find out more please submit your CV in confidence quoting Ref number: RH65782

Required skills

  • Estate Planning
  • Financial Planning
  • Investments
  • Pensions

Application questions

Do you have the RDR Level 4 Diploma in Financial Services?
Are you an experienced Financial Advisor/IFA/Investment Advisor?

Reference: 53112514

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