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Financial Advisor

THE OPENWORK PARTNERSHIP
Posted 10 hours ago, valid for 17 days
Location

Chester, Cheshire CH4 9RE, England

Salary

£25,000 - £30,000 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 well-established financial firm in Cheshire is seeking a qualified Financial Advisor with a passion for exceptional customer service.
  • Candidates should have a DipFA Level 4 or equivalent qualification, and while experience in financial advice is preferred, those with a mortgage or protection advice background may also be considered.
  • The role offers the opportunity to earn a generous 70% commission split on self-generated business or a 50% split on leads provided.
  • This self-employed position allows for flexible working arrangements and comes with administrative support once good business levels are achieved.
  • The firm has been serving clients for over 20 years and provides pre-qualified leads to help you grow your business.

If you are a qualified Financial Advisor, with a passion for outstanding financial advice and values exceptional customer service, the we are looking for you to join our client, a well-established firm, proudly serving clients for over 20 years. Based in the heart of Cheshire, they are expanding their team and seeking passionate individuals like you.

With a flow of pre-qualified leads provided, access to admin support and the ability to work flexibly, they can help you take your career to the next level.

Role and Responsibilities of the Financial Advisor:

  • Engage with clients to understand their circumstances and requirements.
  • Provide expert financial advice and outstanding customer service to a wide range of clients.
  • Build and maintain strong relationships with clients to continue to grow referrals and increase business.

Required Skills for the Financial Advisor:

  • DipFA Level 4 or equivalent qualification.
  • Preferable some experience of giving financial advice, but will consider those coming from a mortgage or protection advice background.
  • Customer service focused.
  • Based in or around Chester or the Northwest. May consider those from further afield.

Benefits for the Financial Advisor:

  • Pre-Qualified Leads: Access to pre-qualified leads, combining both existing and new business opportunities.
  • Part of a Well-Respected firm: With a longstanding reputation in the industry.
  • Competitive Commission: Earn a generous 70% commission split on self-generated business. Alternatively, enjoy a 50% split on leads provided.
  • Self-Employed Opportunity: Benefit from the freedom and flexibility of a self-employed role.
  • High Steet Offices: with the autonomy to work from the office or remotely.
  • No Monthly Costs: Enjoy the peace of mind knowing there are no monthly costs associated with this opportunity.
  • Administrative Support: Once you achieve good business levels, administrative support is readily available to assist you.

Apply Now: If you are ready to leverage your expertise and embark on a rewarding career journey, we want to hear from you. Take the next step by applying today.

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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.