Salary for independent financial adviser

Average salary


3900 £

Basic salary 2600 £
Maximum Wage 6000 £
2600 £
Lowest
4300 £
Average
6000 £
Highest

independent financial adviser - How much money do you make working at this position?

The average salary for the independent financial adviser position is 3900 £

Companies with the highest earnings in position Independent financial adviser


GCB AGENCY RECRUITMENT 9895 £
TENET 6000 £
EXCHANGE STREET FINANCIAL SERVICES 5833 £
FINANCIAL DIVISIONS 5416 £
JMC SEARCH AND SELECTION 5000 £
TEAM SOURCE 4583 £
STEVEN MARTIN & ASSOCIATES 4166 £
BRYN MCMILLAN CONSULTING 4166 £
SPECIALIST RECRUITMENT 4166 £
INDEPENDENT RESOURCING CONSULTANCY 4027 £

Salary in companies


GCB AGENCY RECRUITMENT 9895 £
2600 £ 9895 £
TENET 6000 £
2600 £ 9895 £
EXCHANGE STREET FINANCIAL SERVICES 5833 £
2600 £ 9895 £
FINANCIAL DIVISIONS 5416 £
2600 £ 9895 £
JMC SEARCH AND SELECTION 5000 £
2600 £ 9895 £
TEAM SOURCE 4583 £
2600 £ 9895 £
STEVEN MARTIN & ASSOCIATES 4166 £
2600 £ 9895 £
BRYN MCMILLAN CONSULTING 4166 £
2600 £ 9895 £
SPECIALIST RECRUITMENT 4166 £
2600 £ 9895 £
INDEPENDENT RESOURCING CONSULTANCY 4027 £
2600 £ 9895 £

Comment on the job position of independent financial adviser

Requirements


  • diploma level 4 in Financial Planning
  • fully qualified advisor
  • the capability to communicate effectively with people at all levels
  • A relevant approved qualification
  • previous experience working in a similar role and in a target-driven sales environment
  • A high level of commitment to their role and the Company
  • detailed knowledge of FCA and the firm’s record-keeping requirements
  • well-spoken and confident in dealing with a wide range of individuals including clients and other professionals
  • the capability to maintain high standards of work and a positive attitude at all times
  • diploma Qualified equivalent in Financial Advice
  • you will be computer literate with exceptional attention to detail
  • based within commuting distance of SW London
  • advice
  • compliance
  • independent Financial Advice
  • full QCF Level 4 qualification or equivalent
  • SPS and CAS
  • you will be a UK Diploma qualified or Chartered Adviser and ideally hold CAS status
  • strong communication and interpersonal skills, approachability, and professionalism
  • experience in networking and attracting new clients through business development and effective business planning

Responsibility


  • generating business and offering an excellent, bespoke service to those clients with a holistic approach
  • effectively selling the company's services across a wide spectrum of financial products
  • effectively selling the company's services across a broad spectrum of financial products
  • maintaining positive and profitable long-term relationships with clients in their best interests
  • maintain positive and profitable long-term relationships with clients in their best interests
  • building up a long-term book of clients in a competent, compliant, and professional manner
  • generating new business and building introducer relationships through self-generated referrals and use of the leads provided by the sister firm
  • taking accountability for the compliance oversight FCA function, with support from a third party compliance consultant
  • delivering the end-to-end sales process
  • partaking in annual reviews to ensure client retention
  • taking management of your own diary and time, efficiently prioritising tasks
  • including, conducting fact-find meetings with prospective customers, preparing sound financial plans to ensure clients meet their financial goals, and customising financial plans in accordance with clients’ changing needs
  • reviewing clients changing needs and circumstances
  • collaborating with introducers and build your professional and business network with the support of the companies lead generation programme
  • optimising the use of all marketing opportunities available, including via social media
  • delivering accurate Management Information as requested
  • contacting corporate and individual clients to set up meetings, either within an office environment, in the clients' homes or business premises or virtually
  • conducting in-depth reviews of clients’ circumstances, current provision and future aims and objectives whilst analysing information, conducting research, and preparing financial planning reports with paraplanner support
  • submitting new business
  • managing Director

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