Independent Financial Advisor

Posted 30 October by Aspire Financial Management Ltd
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  • Are you a financial adviser?
  • Is administration draining your time?
  • Would you like the support you need to focus on giving advice to your clients?

Then joining Aspire Financial Management as a Financial Advisor could be the best career move you ever make.

We’re looking for skilled, experienced financial advisors, independent financial advisers, wealth managers and investment advisors, who are Level 4 Diploma qualified or above and hold competent advisor status (CAS) as well as being able to demonstrate a significant track record of offering high quality, customer focussed advice.

About Us

Aspire Financial Management is a national firm of financial advisers, which is wholly owned by the multi award-winning Tenet Group, one of the UK’s largest financial adviser groups. We’ll provide you with a great opportunity to operate as a self-employed Financial Adviser, where you can increase your income, operate an advice model which is right for you and your clients, and build business value for the future.

As a self-employed Financial Adviser with Aspire Financial Management you’ll:

  • Join a growing team of self-employed financial advisers with a strong support infrastructure
  • Operate via an independent or restricted advice model with a 'whole of market’ research team saving you time
  • Enjoy a competitive, stepped payment structure
  • Operate via the Aspire Financial Management Ltd brand, using the available marketing support and compliance documentation
  • Professional indemnity insurance built into the package - including run-off cover
  • Have peace of mind through the support and backing from Tenet, including quality compliance provision and business development solutions.
  • Have an exit plan for the future, which focuses on your needs and those of your clients

We’re looking for skilled, professional, client focussed independent financial advisors who are:

  • Qualified to Level 4 Diploma (DipFA Level 4) or equivalent (minimum) ideally with AF3/G60/R04 or equivalent
  • Current Competent Adviser Status (CAS)
  • Knowledgeable and experienced in providing investment, wealth management protection and pension solutions and fully aware of the associated regulatory requirements of these areas
  • Experienced as an IFA within the financial services industry

You’ll also have:

  • A current client bank, however some advice leads can be provided via our relationships with key product providers.
  • Strong interpersonal skills with excellent communication and the ability to build strong, meaningful relationships with clients and colleagues
  • A valid driving license and the ability to work flexibly

Aspire Financial Management is a business that is growing and going places. If you’re looking to further your career as a self-employed financial advisor with a strong support infrastructure and with all the services and backing from a large, financially robust network business, we would love to hear from you.

Required skills

  • CAS
  • IFA
  • Financial Advisor
  • Independent Financial Advisor

Reference: 36480096

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