Financial Advisor

In
this home based Financial Advisor job, you will be provided with a steady flow
of leads from clients seeking financial planning across a range of advice needs

This
directly authorised firm is looking for a Financial Advisor to join their team
on a self-employed basis with tiered splits for company provided leads and your
own self-generated business. Ideally, you should be able to bring clients with
£5m+ of funds under management and look to steadily increase this.

The
business is in a position to recruit as their current Advisors are at / nearing
capacity. You will receive leads and enquiries and should look to successfully
onboard the client and continue to provide their ongoing servicing. Some
clients will require appointments outside of usual business hours, therefore
you should be flexible to meet the needs of the clients.

You
can have access to back office support from their Paraplanners and
Administrators, with discussion around the level you need / cost etc.

Financial
Advisor Requirements

• You must hold full Level 4 Diploma in
  Financial Planning or equivalent
• You must be a current Financial Advisor with
  3+ years’ experience
• You should have £5m+ of transferable business

Financial
Advisor Benefits

• Self-employed with OTE of £50,000+ (uncapped)
• Tiered rates for company leads and
  self-generated business
• Fully home-based job with once a month travel
  to London
• Opportunity to tap into the wider company /
  team for advice and guidance

Location

Home based

Call us now on 0208 0044 154 or click Apply

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