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الوصف الوظيفي

Self-employed Financial Adviser

Location: North Lincolnshire

OTE: 65,000

We currently have an exceptional opportunity for an experienced Financial Adviser or to join an extremely successful firm of Financial Advisers.

As a self-employed Financial Adviser, you will benefit from access to leads from our introducer partnerships and will be part of a quality focused and forward-thinking team, making this a rare and attractive opportunity.

This role is based in North Lincolnshire and has arisen due to ongoing growth and would be well suited to an experienced Financial Adviser who has some clients of their own, but would like the opportunity to grow their business in line with the growth objectives of the firm.

The role would suit an individual who relishes the opportunity to work autonomously and flexibly but with the support of an adept team of advisers, administrative staff, strong business infrastructure and with client leads provided. Additionally, you ll benefit from being part of a loyal and dedicated team who truly support and encourage each other, allowing you to reach your full potential as a Financial Adviser.

Benefits:

  • You ll be joining a fun, successful and flexible business with an excellent reputation
  • Administrative and back-office support
  • In-house paraplanner
  • Dedicated Development Manager to help you get up to speed quickly
  • Really strong opportunities for future development
  • Generous fee splits circa 70%/30%
  • Realistic OTE potential of 65,000 initially, but rising to unlimited dependent on performance and ambition
  • Flexible working and work from home options
  • Back-office support
  • Positive work culture

The Role:

You ll be providing financial advice solutions that meet customers investment, retirement and estate planning needs. You ll be working with an established introducer that is able to provide a solid and consistent flow leads to grow and expand your client bank.

About you:

You will come to this role with demonstrable experience working as a Financial Adviser, providing holistic financial planning advice, specifically across investments, retirement planning and estate planning, while having the determination, drive and ambition to develop existing introducer relationships to their maximum potential.

You will have the Diploma in Regulated Financial Planning, or an equivalent qualification as well as having recently held Competent Adviser Status (CAS), but most importantly, you will be driven to achieve the best outcome for your clients, to establish long standing relationships and to provide an outstanding service at all times.

If you are looking for a new role as a Financial Adviser and would like to have access to development opportunities to take your career to the next level, this could be the opportunity you ve been waiting for.

Get in touch for more information or send your CV in application and we ll get in touch promptly.




نوع التوظيف

دوام كامل

المجال

المحاسبة

القسم / المجال المهني

الإنتاج / التصنيع

المهارات المطلوبة

نبذة عن الشركة

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