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This home based Financial Advisor job provides opportunity to join an exciting venture with a company with links internationally
They are keen to build out their UK financial planning division with motivated Financial Advisors who are capable of building their own client banks, whilst benefiting from the support provided.
The business aims to help provide you with some leads / clients, these will often include UK nationals moving back to the UK after spending time working overseas. Plus, clients from Advisors exiting the industry / UK who are no longer able to service their clients and want to pass them over to a new Advisor. In addition, leads from marketing and acquisitions will be provided.
As our client has links internationally, there is the option for Financial Advisors with plans to spend time overseas to join our client and continue to provide financial planning advice whether you are in/out of the UK. This could work well for individuals with / plans to build a portfolio of international clients.
The business also has full administration and paraplanning support, so that you can focus on advising clients and building your portfolio.
Financial Advisor Requirements
- You should be an experienced Financial Advisor with knowledge of the UK advice market
- You must hold full Level 4 Diploma in Financial Planning or equivalent to meet FCA standards
- You should be comfortable being self-employed
- Ideally, you should have some transferable clients or ways to generate business to compliment leads provided
The Company
Our client is an ambitious business with plans to achieve £1bn FUM through offering a range of financial services and products to UK residents and expats looking to move back to the UK. They have a well established team, experienced within this niche market.
Financial Advisor Benefits
- Self-employed role with uncapped OTE
- Tiered commission splits increasing based on production levels
- No fees
- Home based with occasional travel to undertake your role
- Potential financial support, to be reviewed on case-by-case basis
- Ability to work overseas for periods of time
- Potential equity participation for the right individuals
Location
Home based
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