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Financial Advisor

THE OPENWORK PARTNERSHIP
Posted 8 hours ago, valid for 23 days
Location

Chester, Cheshire CH36DD, England

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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  • The job opportunity is for a Financial Advisor based in or around Chester, offering a strong existing client base and new leads.
  • Candidates must have at least 2 years of wealth advisory experience and hold a DipFA or equivalent Level 4 qualification.
  • The role provides flexible working arrangements and customized commission structures based on performance, with no standard monthly fees.
  • The company offers extensive support, including mentorship, professional development, and access to a network of mortgage advisers.
  • Salary details are not explicitly mentioned, but the position promises greater earning potential through self-employment autonomy.

If you’re a financial Advisor that lives in or around the Chester area and would like the opportunity to work on a phenminal back book of clients as well as fresh leads then I have the firm for you!

With unrivalled support and training and access to a hand-picked selection of introducers, it’s a ready-made package to help make your dreams a reality.

I am recruiting for a very well respected business in Chester. They are looking for those who want the autonomy of self employment, allowing flexible working and greater earning potential, but with added support to help ensure your success.

Key Responsibilities

  • Provide expert financial advice.
  • Build and maintain strong relationships with an established network of handpicked mortgage advisers and managers, leveraging these introducer connections to generate new wealth opportunities and build your own client bank.
  • Utilise the experienced Branding and Advertising team to enhance your professional presence and client reach.
  • Design and develop your own bespoke business plan with guidance from our on-hand Business Development manager to help you realise your own goals.

Requirement Skills & Qualifications

  • Must hold a DipFA or equivalent Level 4 qualification.
  • Strong interpersonal and communication skills.
  • Wealth advisory experience of at least 2 years.
  • Track record of success.

Benefits

  • Customised commission structures based on business performance.
  • No monthly fees as standard
  • Flexible working - allowing you to work from home.
  • Weekly payment runs to ensure timely compensation.
  • Access to a large network of existing and established mortgage advisers to build rapport and generate enquiries.
  • One to one support to help you realise your ambitions.
  • Peer support and mentorship from seasoned professionals.
  • Continuous professional development through regular workshops and training.
  • Ongoing and training and development sessions, including modules on influencing and soft skills.
  • Compliance support to keep you safe and up to date.
  • Access to an experienced marketing team and suite of pre-approved marketing material.
  • A supportive environment with access to a wealth of resources and industry expertise.
  • Additional training resources to assist you on your journey to become chartered.

This is an exceptional opportunity for an ambitious professional looking to elevate their career with comprehensive support and development resources.

If you are passionate about giving great advice and want to take your career as a Financial Advisor or Wealth Advisor to the next level, we would love to hear from you.

Apply now to take the next step in your career as a Financial Advisor!

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.