Financial Advisor | Independent Financial Advisor
£50,000 - £150,000 | Un-Capped Earnings
Clients + Leads Provided
Guildford| Surrounding Area’s
Level 4 Diploma | CF30 Financial Advisor
YOUR NEW COMPANY
This is an award-winning UK Financial Advisor | Wealth Manager which has rapidly grown into a national business, offering Financial Advice, Wealth Management services to HNW individuals.
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 2 years’ experience in a CF30 UK Financial Advisor role.
1. Employed Financial Advisor
2. Market leading salary and bonus
3. OTE in £100,000
4. Existing advisers already earning £150k-£200k
5. Un-capped bonus
6. Existing client bank provided
7. Access to qualified leads
8. Clients pre-qualified and booked into adviser’s diary
9. Conduct fact find meetings with new and existing clients
10. Prepare sound financial plans to ensure clients meet their financial goals
11. Work from home
12. Market leading IT system...