Independent Financial Advisor

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Direct message the job poster from FMCG Connect

Location: Fully Remote

Full-time | Permanent

A fast-growing, boutique financial advisory consultancy is seeking a financial advisor to grow their team and customer offering. This is built on a cornerstone of truly independent financial advice.

Providing financial advice across investments, pensions, mortgages, protection and estate planning. Building long term client relationships based on trust and transparency. Ensure all recommendations meet FCA standards and best practice.

• Level 4 Diploma in Financial Planning (or equivalent)
• CeMAP 1,2 & 3
• RO1 & RO5
• Strong interpersonal and communication skills
• Proven track record in delivering financial advice

• Roles are on a Self-Employed, Registered Individual (RI) basis
• Full administrative and compliance support
• Fully Remote working
• Equipment toolkit to perform the role provided (Laptop, Software, Researching Tools)
• Ongoing professional development and CPD opportunities

We believe independence empowers better advice. You’ll have the tools, resources and flexibility to grow your career while putting clients first.

For a confidential discussion in the first instance, please contact our retained consultant and send your updated CV to:

• Mid-Senior level

• Full-time

• Finance, Sales, and Consulting

• Financial Services, Investment Advice, and Business Consulting and Services

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