Salary for independent financial adviser

Average salary

4000 £

Basic salary	2500 £
Maximum Wage	6000 £

2500 £
Lowest

4250 £
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 4000 £

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GCB AGENCY RECRUITMENT Based on 20 job offers	9895 £
TENET Based on 2 job offers	6000 £
EXCHANGE STREET FINANCIAL SERVICES	5833 £
FINANCIAL DIVISIONS	5416 £
CAPIO RECRUITMENT	5000 £
JMC SEARCH AND SELECTION	5000 £
TEAM SOURCE	4583 £
BRYN MCMILLAN CONSULTING Based on 2 job offers	4166 £
STEVEN MARTIN & ASSOCIATES	4166 £
SPECIALIST RECRUITMENT	4166 £

Salary in companies

GCB AGENCY RECRUITMENT	9895 £	2500 £ 9895 £
TENET	6000 £	2500 £ 9895 £
EXCHANGE STREET FINANCIAL SERVICES	5833 £	2500 £ 9895 £
FINANCIAL DIVISIONS	5416 £	2500 £ 9895 £
CAPIO RECRUITMENT	5000 £	2500 £ 9895 £
JMC SEARCH AND SELECTION	5000 £	2500 £ 9895 £
TEAM SOURCE	4583 £	2500 £ 9895 £
BRYN MCMILLAN CONSULTING	4166 £	2500 £ 9895 £
STEVEN MARTIN & ASSOCIATES	4166 £	2500 £ 9895 £
SPECIALIST RECRUITMENT	4166 £	2500 £ 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
manage client relationships, maintaining trust and delivering expert financial planning advice
identify opportunities to further develop the client book and grow revenue streams
work closely with the wider team to ensure seamless service delivery
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

Current offers for the position

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