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Self-employed advisor

Leeds
Permanent
Freelance
Heat Recruitment
Will advisor
Posted: 25 June
Offer description

Location

Leeds

Salary £40000 - £50000 TypePermanent WorkplaceOn-Site Ref88294

Self-Employed Financial Advisor Leeds

Are you an ambitious, client-centric Financial Advisor ready to elevate your practice within a forward-thinking financial planning firm? This is a compelling opportunity for a highly motivated individual to operate with autonomy, building a substantial client portfolio and shaping their own financial future.

Our esteemed Leeds-based firm is actively seeking accomplished Self-Employed Financial Advisors. We provide a robust platform designed for your success, offering extensive administrative support, cutting-edge technology, and a collaborative environment that fosters professional growth. This is not merely a role; it is a strategic partnership for seasoned professionals seeking to maximise their earning potential and deliver exceptional client outcomes.

What We Offer:

1. Significant Earning Capacity: Leverage uncapped commission structures with a realistic OTE of up to £70,000, driven by your dedication and success in cultivating client relationships.
2. Operational Freedom: Benefit from the independence of self-employment while accessing the infrastructure and credibility of an established financial planning practice.
3. Comprehensive Support System: Reduce your administrative burden with dedicated back-office assistance, allowing you to focus on high-value client engagement and business development.
4. Cutting-Edge Resources: Utilise state-of-the-art financial planning software, research tools, and marketing support to enhance your proposition.
5. Professional Synergy: Collaborate with a network of experienced professionals, sharing best practices and expanding your technical knowledge.
6. Defined Progression: Opportunities for expansion and specialisation within a growing firm.

Your Contribution:

7. Cultivate, nurture, and expand a personal client bank, delivering holistic financial planning solutions.
8. Conduct thorough fact-finds and create bespoke financial strategies encompassing investments, pensions, protection, and estate planning.
9. Maintain rigorous compliance standards and adhere to regulatory frameworks.
10. Proactively identify and convert new business opportunities, driving organic growth.
11. Build enduring client relationships founded on trust, integrity, and exceptional service.

We are seeking individuals with:

12. A proven track record as a successful Financial Advisor.
13. Current Statement of Professional Standing (SPS).
14. Demonstrable expertise in managing and growing a client portfolio.
15. Strong analytical capabilities and a meticulous approach to financial planning.
16. Exceptional communication and interpersonal skills, capable of building rapport with diverse clientele.
17. A tenacious and entrepreneurial spirit, committed to achieving ambitious targets.

This is an unparalleled opportunity for a driven Financial Advisor to partner with a firm committed to facilitating your professional and financial aspirations. If you possess the acumen and ambition to thrive in a self-employed capacity, we invite you to connect.

Apply Now to discuss how this strategic partnership can redefine your career trajectory.

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