Job Description
Independent Financial Adviser (IFA) Surrey
Salary: Up to 50k basic Uncapped OTE of 80k
Our client is a wellrespected financial services firm offering tailored financial planning solutions across mortgages investments savings and pensions. With nearly 20 years of success and a loyal client base they are now looking for a dynamic Independent Financial Adviser (IFA) to join their team.
This is a fantastic opportunity to work with highquality existing clients while benefiting from a strong support structure and the ability to grow your own portfolio. If you are a resultsdriven professional who puts client outcomes first this role offers a significant earning potential in a supportive and professional environment.
Responsibilities:
Conduct indepth financial reviews with existing clients assessing their circumstances and longterm goals.
Onboard new members into an existing large SIPP and provide tailored investment and pension advice.
Analyse client needs create suitable financial plans and deliver highquality recommendations.
Complete risk profiles factfinds and suitability reports using Finplan CRM.
Stay up to date with financial products legislation and regulatory changes to provide informed advice.
Maintain strong client relationships by offering ongoing guidance reviews and updates on new products or legislative changes.
What Were Looking For:
Full Level 4 Diploma in Financial Advice (DipFA) required.
Proven track record of delivering highquality financial advice and achieving results.
A strong work ethic and a clientfirst mindset.
Excellent communication skills with a confident telephone manner.
A professional and polished appearance reflecting the high standards of the firm.
Whats on Offer
A basic salary of up to 50k (dependent on experience).
Uncapped earning potential OTE 80k.
Flexible working options available for the right candidate.
Established loyal client base to engage with from day one.
Longterm career progression within a respected financial services firm.
Why Join
This is an opportunity to work with a firm that values integrity professionalism and longterm client relationships. Whether youre looking to grow your career increase your earnings or take on a new challenge this role offers the platform and support you need to thrive.
Independent Financial Adviser IFA Surrey
