Independent Financial Advisor (Self-Employed)

Updated: April 25, 2024 10:51 PM GMT

LKA Recruitment

Brierley Hill

As an Independent Financial Advisor (IFA), you will play a pivotal role in helping our clients make informed decisions regarding their financial matters. You will operate on a self-employed basis, offering you the flexibility to manage your schedule and build your own client base while benefiting from the support and resources of our established firm. You will have the opportunity to move to a full employed role in the future, crystallising the capital value of clients which you either bring with you or generate whilst working at Propserity.

Key Responsibilities:

Client Consultations:

Conduct comprehensive financial assessments and gather information about clients' financial goals, risk tolerance, and current financial situations.

Provide personalized financial advice and solutions tailored to each client's unique needs and objectives.

Continuously monitor and review clients' financial plans to ensure they remain aligned with their goals.

Investment Planning:

Analyse investment... More Detail