Job Description
Are you interested in the opportunity to be a self-employed Financial Advisor, with full back-office support, some leads, access to marketing materials and option for practice buyout if/when ready to exit?
Our client is keen to speak to individuals looking to embark or continue as a self-employed Financial Advisor.
Naturally, you should have some of your own clients and/or ways to generate business for yourself. Our client is providing a very attractive scheme to reward and incentivise you to self-generate clients (ownership remains with you!).
Alongside this, the business will be able to provide you with some leads and/or clients. This could be from marketing campaigns, their dedicated contact team, professional introducers or from Advisors looking to retire (both external and internal acquisitions).
Plus, the business offers a full discretionary investment service option should your clients require bespoke advice needs.
The back office support is operated on a pod model, whereby you have a dedicated Paraplanner and team of Administrators, to ensure you have everything on hand. In addition, you have access to raise complicated cases to their technical team.
As such, this proposition provides you with the full suite of support, to enable you to focus on advising clients and growing your portfolio.
Financial Advisor Requirements
* You must hold your full Diploma in Regulated Financial Planning (or FCA approved equivalent) and currently hold CAS 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 development
Financial Adviser Benefits
* Uncapped earnings based on your own performance and achievements
* Self-employed role with OTE of £100,000+
* Fair commission splits with no fees
* Bonuses for self-generating clients
* 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
Locations
Nationwide
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