Fornells Wealth Management
Self Employed Financial Advisor
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About the Role
Join a firm where you’ll collaborate with a highly technical team with a strong investment management background, while benefiting from dedicated administration and paraplanning support that gives you more time to focus on your clients and growing your business.
We are looking for an experienced Self-Employed Financial Advisor who has an established client bank and is seeking a supportive, professional home to help develop and expand their business.
This is a remote role, with access to office facilities in Hove and London as required. For the right person, we offer comprehensive operational support, including administration, paraplanning and technical expertise, enabling you to concentrate on delivering exceptional financial advice while we help you maintain and grow your business.
Key Responsibilities
As a Self-Employed Financial Advisor, you will be responsible for providing holistic financial planning and advisory services to your existing clients while developing new business opportunities.
Your day-to-day responsibilities will include:
- Building and maintaining long-term relationships with individual and business clients.
- Conducting detailed assessments of clients’ financial circumstances and objectives.
- Developing and implementing tailored financial planning strategies across retirement planning, investments, pensions, protection and overall wealth management.
- Carrying out regular client reviews, monitoring investment portfolios and recommending appropriate adjustments in response to changing client needs, market conditions and legislation.
- Preparing clear, professional financial reports and recommendations, translating complex financial concepts into straightforward, client-friendly advice.
- Maintaining accurate client records and ensuring all advice and documentation meet FCA regulatory requirements and internal compliance standards.
- Working collaboratively with paraplanners, administrators, compliance colleagues and external providers to deliver an exceptional client experience.
- Identifying opportunities to grow your client bank through referrals, networking and professional relationships.
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What We’re Looking For
The ideal candidate will have:
- Existing experience as a Financial Advisor within a regulated environment.
- An established and transferable client bank.
- Level 4 Diploma in Financial Planning (or equivalent), with Chartered status desirable.
- Strong technical knowledge across pensions, investments, protection and holistic financial planning.
- Excellent interpersonal and communication skills, with the ability to explain complex financial matters clearly.
- A client-focused approach with a commitment to delivering high-quality, ethical advice.
- A thorough understanding of FCA regulations and Consumer Duty requirements.
- The ability to work independently while collaborating effectively with a wider support team.
- A growth mindset and a desire to work collaboratively with experienced investment and technical professionals to enhance client outcomes.
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What We Offer
- Self-employed arrangement with the flexibility to manage your own time and business.
- Remote working with access to offices in Hove.
- Dedicated administration and paraplanning support.
- The opportunity to collaborate with and learn from a highly experienced team with a strong background in investment management, providing expertise on complex client cases and investment solutions.
- A professional, collaborative environment focused on advisor success and delivering positive client outcomes.
- Comprehensive compliance and operational support, allowing you to focus on advising your clients rather than administration.
- The opportunity to maintain, grow and develop your client bank within a supportive, well-resourced and ambitious firm.
- Opportunity to plan an exit and leave your clients with a capable, technical firm focused on delivering independent advice and achieving the best possible outcomes for clients.
If you’re an experienced Financial Advisor looking for a firm that combines technical excellence, investment expertise and first-class operational support, we’d love to hear from you.
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