Independent Financial Adviser

Lighthouse Group PLC ,
London, Greater London
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Job Description

Description Responsibilities We are looking for an experienced Independent Financial Adviser to join our expanding team at Lighthouse Wealth, which is the Division within the AIM listed Lighthouse Group, that specialises in providing financial planning solutions for high net worth professionals, corporate and private clients. At Lighthouse Wealth we believe that success breeds success and are looking for an already successful adviser who is looking for the extra support and development that will enable them to move up the value chain and achieve their full potential. Offering full paraplanning and administration support as well as professional development, you will be afforded the maximum amount of time to focus on client relationships and building your business, with the "heavy lifting" being done by our highly skilled support team. Able to access to the full range of products and solutions on the market, as well as our specific research capability, as a Lighthouse Wealth adviser you will be uniquely equipped to provide the quality of financial guidance and recommendations that our sophisticated clients require. Whether you prefer to work from a home office or from our offices in the City, you can choose the working environment that best suits you and your clients,and benefit from rates starting at 70% of the gross fees. The ideal candidate will have experience of advising high net worth clients, either be a successful adviser looking for the support to take them to the next level, or an employed wealth adviser looking to make the move to a fully supported self-employed role. Responsibilities * Attain and maintain competent status as defined by FCA and the firm. * Guide clients towards profitable and secure financial outcomes and attainment of their goals * Cultivate client base and build relationships with corporate and sophisticated clients * Network, generate leads and in conjunction with our support team secure new professional connections * Keep abreast of new industry's trends and in conjunction with paraplanning team research the high net worth and sophisticated client market to back up financial consulting * Oversee the course of the client's financial plan and update it, if necessary, to ensure positive consumer outcomes * Liaise with providers, solicitors, accountants and other professionals Requirements * Proven working experience as a successful independent financial adviser * Track record of providing successful financial guidance to sophisticated clients * Strong communication, negotiation and presentation skills * Current certificate of qualification at QCA level 4 (FCA, CII, DipFA, CISI or other) with a preference for Chartered Status * Able to bring a portable client bank Benefits * Fully supported Office Base or Work From Home * Self Employed - No Earnings Limit * Full admin and Paraplanning included as standard without additional charge * Adviser fee split from 70% (Office based) * Part of AIM Listed Financial Advise Group * Business Development Support

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