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Financial Advisor

THE OPENWORK PARTNERSHIP
Posted 3 days ago, valid for 11 days
Location

London, Greater London EC1R 0WX

Salary

拢44,000 - 拢55,000 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鈥檚 services as part of the process. By submitting this application, you agree to Reed鈥檚 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 a Financial Advisor with a focus on providing exceptional financial advice, including mortgages, protection, pensions, and investments.
  • Candidates are required to have at least Level 4 DipFA or CII Diploma qualification and strong communication skills, with the ability to work independently and collaboratively.
  • The role offers an attractive commission split of 80%, no micromanagement, and the flexibility to meet clients virtually or in person.
  • Founded in 2000, the company emphasizes client satisfaction and provides in-house training and compliance support to ensure professional development.
  • This opportunity allows for nationwide work and growth within a supportive team environment.

With no micromanagement or targets and ability to work remotely, you are free to run your own business, benefiting from a high 80% commission split as standard and in house supervision you can concentrate on delivering exceptional advice as a Financial Advisor.

Founded in 2000, our client is a reputable firm of highly qualified advisers specialising in Mortgages, Protection, and all aspects of Financial Planning including Pensions and Investments. With an unwavering commitment to service standards and client satisfaction.

As a Financial Advisor your Roles & Responsibilities include:

路Meet with clients to discuss their financial goals.

路Providing strategic advice across a variety of financial Investments, products and services.

路Conduct regular, ongoing advice to ensure goals and performance.

路Build and develop your business to achieve your goals.

路Complete continued professional development to ensure you stay up to date on industry regulation and products.

Required Skills & Qualifications as a Financial Advisor:

路Level 4 DipFA or CII Diploma qualified.

路Strong communication skills.

路Ability to work independently and as part of a team.

Benefits:

路Competitive Commission Split: Enjoy an attractive commission split of 80%.

路No Micromanagement: They trust their advisers and provide a supportive environment without constant oversight.

路Nationwide opportunities

路Supportive Team: Be part of a team that values collaboration and regularly hosts in-person events.

路In-House Training and Compliance Support: Benefit from continuous professional development and robust compliance support.

路Flexible Client Meetings: They understand the importance of flexibility. Meet your clients virtually, by phone, or in person at a time and place that suits them.

路Growth Opportunities: They are dedicated to helping you grow your business with our extensive support system.

If you are passionate about providing top-notch financial advice and are ready to take your Wealth Advisor career to the next level, we have the place for you. Become part of a team that values expertise, flexibility, and client satisfaction.

Apply now to take the next step as a successful 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鈥檚 services as part of the process. By submitting this application, you agree to Reed鈥檚 Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.