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In this home based Financial Advisor job, you will be provided with a steady flow of leads from clients seeking financial planning across a range of advice needs
This directly authorised firm is looking for a Financial Advisor to join their team on a self-employed basis with tiered splits for company provided leads and your own self-generated business. Ideally, you should be able to bring clients with £5m+ of funds under management and look to steadily increase this.
The business is in a position to recruit as their current Advisors are at / nearing capacity. You will receive leads and enquiries and should look to successfully onboard the client and continue to provide their ongoing servicing. Some clients will require appointments outside of usual business hours, therefore you should be flexible to meet the needs of the clients.
You can have access to back office support from their Paraplanners and Administrators, with discussion around the level you need / cost etc.
Financial Advisor Requirements
- You must hold full Level 4 Diploma in Financial Planning or equivalent
- You must be a current Financial Advisor with 3+ years’ experience
- You should have £5m+ of transferable business
Financial Advisor Benefits
- Self-employed with OTE of £50,000+ (uncapped)
- Tiered rates for company leads and self-generated business
- Fully home-based job with once a month travel to London
- Opportunity to tap into the wider company / team for advice and guidance
Location
Home based
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