Financial Advisor | Independent Financial Advisor
£60,000 - £100,000 | Un-Capped Earnings
Clients + Leads Provided
Northampton | Surrounding Area’s
Level 4 Diploma | CF30 Financial Advisor
YOUR NEW COMPANY
This is an excellent opportunity to work with HNW and UHNW clients via Professional Connections ( Tax Planners, Accountants and Solicitors)
The role as a Financial Advisor is an exceptional offering and includes the following: access to ongoing leads, lead generation support, access to existing client bank, back-office support including paraplanning and admin.
THE ROLE
The business is looking for Diploma Level 4 Qualified Financial Advisor, Independent Financial Advisor, with minimum 5 years’ experience in a CF30 UK Financial Advisor role.
1. Employed Financial Advisor
2. Chartered status or progressing towards
3. Market leading salary and bonus
4. OTE £100,000
5. Acces to Professional Connections ( Tax Planners, Accountants and Solicitors)
6. Un-capped bonus
7. Existing client bank provided
8. Access to qualified leads
9. Clients pre-qualified and booked into adviser’s diary
10. Conduct fact find meetings with new and existing clients
11. Prepare sound financial plans to ensure clients meet their financial goals
12. Work from home...