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Independent Financial Adviser

Ortus PSR
Posted 12 hours ago, valid for 7 days
Location

Birmingham, West Midlands B27 6QS, England

Salary

£24,000 - £28,800 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A leading wealth management firm is seeking experienced Financial Advisers for their Self-Employed Adviser Proposition, offering the freedom of self-employment with strong support.
  • Candidates must have a Diploma Level 4 qualification in Financial Planning and possess excellent client relationship management skills.
  • The role provides complete flexibility in managing schedules and clients, with significant income opportunities through a competitive and uncapped revenue share structure.
  • Advisers will have access to a wide range of financial products and are supported with administrative, compliance, and marketing resources.
  • This position is ideal for self-motivated individuals with an entrepreneurial mindset, and while salary details are not specified, high earning potential is highlighted based on individual performance.

Are you a motivated Financial Adviser looking for the freedom and flexibility of self-employment, with the backing of a supportive and well-established wealth management firm? This opportunity could be the perfect fit, the firm offer a number of holistic solution and leads 

A leading wealth management firm, known for delivering high-quality financial advice and tailored client services, is seeking experienced Financial Advisers to join their Self-Employed Adviser Proposition. This is an opportunity to build a business on your own terms while benefiting from the resources, support, and reputation of a respected industry leader. You will have access to both regulated and non regulated service offerings, meaning you can provide your customers with a truly holistic offering that helps them with both their liquid and business assets. 

Why Join This Wealth Management Firm?
  • Complete Flexibility: Manage your schedule, clients, and working environment. Whether you prefer remote work or occasional office access, the choice is entirely yours.
  • High Earning Potential: A competitive and uncapped revenue share structure provides significant income opportunities based on individual performance and client growth.
  • Client-First Approach: Advisers are given access to a substantial client base with the freedom and support to build their own portfolio.
  • Full Support: Advisers benefit from comprehensive administrative, paraplanning, compliance, and marketing support, allowing them to focus on delivering excellent financial advice.
  • Wide Product Range: Access to an extensive range of financial products and services designed to meet the diverse needs of clients.
  • Continuous Development: Ongoing training and professional development opportunities are available to keep knowledge and skills up to date.
  • Established Reputation: Advisers will work under a highly trusted brand, giving their clients confidence in their services.
Who Are They Looking For?

The firm is seeking experienced, ambitious, and self-motivated Financial Advisers who are eager to take control of their future and deliver exceptional financial advice to their clients.

Essential Requirements:

  • Diploma Level 4 qualified (or equivalent) in Financial Planning.
  • Excellent client relationship management skills with a dedication to outstanding customer service.
  • Self-motivated and able to work independently with an entrepreneurial mindset.

Desirable:

  • An existing client bank or a strong desire to build one, 
What’s Next?

If you’re ready to take your career to the next level and embrace the flexibility of self-employment with the support of an established firm, don’t miss out on this exciting opportunity.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.