My clients are an established, award-winning firm with an excellent reputation within the area, their current directors and shareholders have successfully grown the business and now have 80+ advisers across the UK, and they are looking to continue expanding due to the ongoing success of the firm.
The firm provides a high level of support, training and services for both Registered Individuals and Appointed Representatives along with a client suitability framework to ensure advisers can be independent and compliant enabling the best possible outcomes for clients. They are looking for a Self-Employed Financial Adviser to come on board and join their successful team who is based around the UK.
Working Hours:
1. Home-based position with the option of going into offices which are based around the UK.
Salary Package for the successful Self-Employed Financial Adviser:
2. £95,000 - £250,000 OTE (Based on your lead conversion and self-generated business)
3. Excellent commission splits
4. Research package & Investment proposition
5. Sales Support Administration
6. Training and Development
7. Technical Support
8. Wills & Trusts package
9. Paraplanning Team
Responsibilities of the Self-Employed Financial Adviser are:
10. Generating business and offering an excellent, bespoke service to those clients with a holistic approach.
11. Effectively selling the company's services across a wide spectrum of financial products.
12. Maintaining positive and profitable long-term relationships with clients in their best interests.
Requirements for this Self-Employed Financial Adviser role:
13. Diploma Qualified equivalent in Financial Advice.
14. Full UK Driving License.
15. Leads provided (Client bank preferable)
16. Ethical and customer-focused approach.