Independent Financial Advisor

To provide professional, independent financial advice to clients, leveraging an established client base while building and managing your own portfolio of high-net-worth and mass-affluent clients.

The role offers long-term growth within a highly reputable wealth and asset management firm known for its integrity, technical expertise, and client-centric service.Minimum Requirements and QualificationsRE5 QualificationCFP® designation, or currently in the process of completing the CFP® Board ExamBachelor's Degree in Finance, Financial Planning, Investment Management, or a related fieldMinimum of 2 to 4 years' experience in the financial services or advisory environmentStrong understanding of investment products, financial planning principles, and wealth managementClean FSCA record and compliance statusValid driver's licence and own reliable transportKey Performance AreasBuild and maintain long-term client relationships through trusted and professional financial adviceConduct detailed financial needs analyses and prepare tailored investment and financial plansLeverage the firm's existing client base to grow assets under management and expand personal client portfoliosDeliver accurate and professional client presentations, reviews, and investment proposalsEnsure compliance with FAIS and FSCA regulatory standards at all timesStay current with market trends, product developments, and changes in legislation affecting clientsWork collaboratively with senior advisors and management to achieve team and personal growth objectivesMaintain a professional image aligned with the firm's reputation for excellence and integrity

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