Job Overview
We are seeking an experienced and skilled Financial Advisor to join our global organization. As an Independent Financial Advisor, you will have the autonomy to manage your business with greater flexibility and work/life balance.
This is a unique opportunity for professionals who want to unlock their full potential and grow their client-driven business. You will be part of a large global Financial Services organization that supports IFAs, Wealth Managers/Planners, and Private Wealth Management companies.
The role involves managing significant assets under administration, with a proven track record of success. You will have the freedom to manage your business with greater autonomy, retaining 100% ownership of your clients while benefiting from our support.
Key Responsibilities
* Manage and grow your client base
* Develop and implement business strategies
* Provide expert financial advice to clients
Requirements
* A solid business plan and a developing client pipeline
* Financial qualifications equivalent to CISI minimum standards, EFA, QFA, Diploma, or Chartered status
Benefits
You will benefit from our comprehensive support, including:
* Regulation, licensing, compliance, and administration support at no additional cost
* Competitive pricing for your clients, making your offerings more attractive
* A clear exit strategy for building a valuable business asset
About Us
We are a leading global Financial Services organization dedicated to supporting independent financial advisors, wealth managers, and private wealth management companies.