Are you seeking an opportunity to build your own
client portfolio as a self-employed Financial Adviser?
You should have desire to grow your portfolio through
actively seeking new business opportunities from new / existing clients,
professional introducers, referrals and company generated leads.
The business will support you by providing
marketing opportunities, including social media, their dedicated contact team
and networking with introducers / other professionals. Plus, possibility of additional
clients allocated to you from external and internal acquisitions.
Our client provides support to you, so that you can
build your client base and the future value it holds (which you can unlock
through their market leading acquisition rates).
The business offers a full discretionary investment
service option should your clients require bespoke advice needs.
Back Office Support
You will receive full back office support. They
operate a pod model, whereby you will have a dedicated Paraplanner and team of
Administrators to ensure you have everything on hand to support you focus on
advising, without any concerns over paperwork or Consumer Duty obligations.
Plus, access to raise complicated cases to their technical team.
Plus, internal support towards achieving Chartered
Financial Adviser Requirements
- You must hold your full Diploma
in Regulated Financial Planning (or FCA approved equivalent) and currently hold
CF30 status as a Financial Adviser
- You must have clear
demonstration of a client centric approach that meets their company values
- You must have experience
in networking and attracting new clients through personal and company business
Financial Adviser Benefits
- Uncapped earnings based on
your own performance and achievements
- Self-employed role with OTE
of £60,000 – £100,000
- Fair commission splits
with no fees
- Remote based with access
to work from any of their office locations which are also ideal for client
meetings if required
- Guaranteed exit plan with
market leading rates
- Strong company financial stability
now on 0208 0044 154 or click Apply
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