Location: Chesterfield
Job Details
* Position: Self Employed Financial Adviser
* Client: Heat Recruitment
* Location: Chesterfield, United Kingdom
* Job Category: Other
* EU Work Permit Required: Yes
* Job Reference: bff0fee51967
* Job Views: 2
* Posted: 23.05.2025
* Expiry Date: 07.07.2025
Job Description
This is a hybrid Financial Adviser position based in Chesterfield, offering a competitive salary package. The role includes managing an existing client bank and developing new business, with full training provided if needed.
The successful candidate will have the opportunity to work with an established Wealth Management firm that offers flexibility, marketing support, and a pathway to Chartered exams.
Responsibilities
* Manage and develop an existing client bank
* Build new client relationships
* Conduct face-to-face and telephone client meetings
* Utilize admin and paraplanning support
* Progress towards Chartered financial planning qualifications
Requirements
* Minimum 2+ years experience in Financial Services
* Diploma qualified (Dip4) or near completion
* Ability to drive and own a vehicle in Leeds area
* Desire to grow your client base with provided clients
If you meet these requirements, apply or contact Sam at HEAT. Note that CVs without the necessary experience will not be considered.
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