Financial Advisor job in Weybridge - clients provided

The Specialists in Financial Services Recruitment

Job Details

Financial Advisor Financial Advisor
Reference ID: 1108
  • Salary/OTESelf-employed role with OTE of £50,000+
  • Vacancy LocationWeybridge
  • RemunerationSelf-Employed
  • RegionSouth East
Job description

Are you an experienced Financial Advisor near Weybridge, looking to join a growing wealth planning firm?

As a Financial Advisor, you will be provided with existing clients for servicing, plus a book of previous clients for you to contact and re-engage with and move onto ongoing service agreements.

Ideally, you should have some of your own transferable clients to bring with you.


You would receive full paraplanning and administration support from their back office team

Financial Advisor Requirements

  • You must be a current Financial Advisor with full Level 4 Diploma in Financial Planning
  • Ideally, you should have some of your own clients or network to generate business
  • You must be a motivated individual, keen to write good levels of business

The Company

This wealth planning firm has a strong team of likeminded individuals, motivated to closely support their clients with holistic financial planning. The business is led by a highly respected individual, with a formidable level of skill and knowledge

Financial Advisor Benefits

  • Self-employed role with OTE of £50,000+
  • You will have flexibility to work from home and their office in Weybridge
  • Full back office support provided
  • Joining a team of likeminded Financial Advisors and support staff



Call us now on 0208 0044 154 or click Apply

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