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Employed/Self-Employed Financial Advisors - On-Target Earnings: £100k+ Hybrid

Financial Divisions
Posted 24 days ago, valid for 21 days
Location

Fareham, Hampshire PO15 7GS

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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  • The position is for Employed/Self-Employed Financial Advisors with on-target earnings of £100k+ in a hybrid work environment across various locations including Whiteley, Marlow, and Southampton.
  • The client, a Principal Partner Practice of St. James's Place Wealth Management, is looking for qualified Financial Advisors with proven experience in providing financial advice.
  • Candidates must possess a Level 4 Diploma in Regulated Professional Financial Advice or a similar qualification.
  • The role offers extensive support, including paraplanning, administrative assistance, and compliance services, along with opportunities for mentorship and professional growth.
  • Flexible working arrangements are available, with 2-3 in-office days per week, allowing advisors to manage their own business while potentially handling a bank of existing clients.

Employed/Self-Employed Financial Advisors - On-Target Earnings: £100k+ Hybrid - Whiteley, Marlow, Tunbridge Wells, Bournemouth, Southampton, and Hampshire.

Are you a qualified Financial Advisor looking to elevate your career? My client, a Principal Partner Practice of St. James's Place Wealth Management, is seeking experienced Financial Advisors to join their expanding team.

They offer fantastic support, excellent networking opportunities, and valuable mentorship. Dedicated to providing personalised financial advice and solutions, they offer services including investment planning, retirement planning, and wealth management. With a strong emphasis on client relationships, they focus on understanding each client's unique financial goals and tailoring strategies to meet those needs. Their team of experienced advisors benefits from comprehensive support, including paraplanning, administrative assistance, and compliance services, ensuring clients receive top-tier guidance and service.

This is an opportunity to grow your own business while also having the option of managing a bank of existing clients. With flexible opportunities, you can choose between self-employed or employed roles.

They have a proven track record in helping advisors significantly increase their business. Enjoy hybrid working with 2-3 in-office days per week, ideally within reasonable commuting distance to one of their locations.

Benefit from top-notch paraplanning and administrative support with a dedicated in-house compliance team. Advance your career through in-house training and mentorship programs.

Key qualifications include a Level 4 Diploma in Regulated Professional Financial Advice (or similar) and proven experience providing financial advice and holding competent advisor status.

Ready to take your career to the next level? To discuss this opportunity further please contact Joanna Clark.

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.