Self-Employed Financial Advisor Remote/ Hybrid with access to London offices.
Read the overview of this opportunity to understand what skills, including and relevant soft skills and software package proficiencies, are required.
The Role
Are you an experienced adviser who enjoys building long-term client relationships and helping people plan for a stronger financial future? Looking for the freedom of self-employment, but with warm client opportunities, brand support and a respected business behind you?
Mortgages & Insurers Solutions is growing, and this is an exciting opportunity for a Self-Employed Financial Adviser / Wealth Adviser to help shape a new wealth advice offering within an already successful mortgage and protection business.
You will provide tailored financial advice across pensions, investments, retirement planning and wider wealth management. You will work with clients who already trust the business through mortgage and protection services, giving you access to strong referral opportunities and an established customer base from day one.
This is not a cold-start role. You will be joining a business with ambitious plans, a strong reputation and genuine long-term growth potential.
The role offers flexibility to work remotely or from modern London offices, while giving you the independence to grow your own income and client bank.
If you are an experienced Financial Adviser / Wealth Adviser looking for flexibility, warm client opportunities and the chance to help build something exciting, we would love to hear from you today.
Key Responsibilities:
* Provide high-quality financial advice in line with FCA regulations
* Support clients with pensions, investments and retirement planning
* Build trusted and lasting client relationships
* Work closely with the mortgage and protection team to identify suitable advice opportunities
* Help develop and grow the companys wealth planning proposition
* Maintain accurate and compliant client records
* Generate repeat business and referrals
* Represent the business professionally across meetings, events and marketing activity
The Company
Mortgages & Insurers Solutions is an award-winning mortgage and insurance advice firm with a strong presence across the UK.
The business has built an excellent reputation for helping clients with first-time buyer mortgages, remortgaging, buy-to-let, protection and complex lending cases. With access to more than 80 lenders, the team is known for making the process simple and stress-free.
The Benefits
* Access to an established client base with strong wealth planning potential
* Flexible remote and hybrid working options
* High-quality office space in London
* Support from an experienced mortgage and protection team
* Strong brand reputation and 5-star client reviews
* Marketing and social media support
* Weekly finance podcast exposure opportunities
* Self-employed freedom with excellent earning potential
* Opportunity to shape and grow a new advice division
The Person
We are looking for someone who is professional, client-focused and motivated by building long-term relationships. xsngvjr
You will ideally have:
* Level 4 Diploma qualification or above
* Experience within financial advice, pensions, investments or wealth planning
* Confidence working on a self-employed basis
* Strong communication and relationship-building skills
* A professional and ethical approach
* The ability to work independently while being part of a supportive wider team
Experience within The Openwork Partnership network would be an advantage, but is not essential.