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Are you a qualified Financial Advisor with a passion for delivering excellent financial advice?
And take pride in exceptional customer service?
You do not need to be an experienced financial adviser, those with a background in mortgage or protection advice are encouraged to apply, as long as you have the relevant qualifications or working towards.
Our client, a reputable firm with over 20 years of experience in the industry and based in the heart of Cheshire are expanding their team. The firm offers flexible working arrangements, pre-qualified leads and the support you need to take your career to the next level.
Role and Responsibilities of the Trainee Financial Advisor:
- Engage with clients to understand their financial goals and needs.
- Provide expert financial advice and exceptional customer service across a range of financial products.
- Build long-lasting client relationships to encourage referrals and drive business growth.
Required Skills for the Trainee Financial Advisor:
- CeMAP or equivalent qualification for Mortgage Advice.
- DipFA Level 4 or equivalent qualification or in the process of obtaining.
- Some Experience in financial advice preferred, though candidates with a background in mortgage or protection advice are also encouraged to apply.
- Based in or around Chester/Northwest, though candidates from further afield may be considered.
Benefits for the Trainee Financial Advisor:
- Pre-Qualified Leads: Access to a steady stream of pre-qualified leads, both new and existing clients.
- Self-Employed Flexibility: Full autonomy to manage your own schedule and diary.
- Competitive Commission Structure: Enjoy a 70% commission split on self-generated business or a 50% split on provided leads.
- No Monthly Costs: No ongoing fees for working with us - focus on building your business without added expenses.
- Reputable Firm: Work with a well-established company that has a solid industry reputation.
- Office and Remote Options: Use the high-street offices or work remotely - your choice.
- Admin Support: Administrative assistance available once you achieve strong business levels.
- Training & Development: with the support of an award winning network, The Openwork Partnership full training will be provided to help you become a successful Financial Advisor.
Ready to take the next step?
If you’re an ambitious and client-focused Advisor looking for the flexibility to grow your career, apply today and submit your CV.
