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Financial Advisor

THE OPENWORK PARTNERSHIP
Posted 3 days ago, valid for 8 days
Location

London, Greater London EC1R 0WX

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 Reedā€™s services as part of the process. By submitting this application, you agree to Reedā€™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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  • This position offers a remote Financial Advisor role with an attractive 80% commission split and no micromanagement.
  • Founded in 2000, the firm specializes in Mortgages, Protection, and Financial Planning, emphasizing service standards and client satisfaction.
  • Key responsibilities include meeting clients to discuss financial goals, providing strategic advice, and ensuring ongoing performance monitoring.
  • Candidates must hold a Level 4 DipFA or CII Diploma, but no prior experience is necessary, making it accessible for new professionals.
  • The role provides opportunities for growth, in-house training, and flexible client meetings to enhance work-life balance.

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:

  • Meet?with clients to discuss their financial goals.
  • Providing?strategic advice across a variety of financial Investments, products and services.
  • Conduct?regular, ongoing advice to ensure goals and performance.
  • Build?and develop your business to achieve your goals.
  • Complete?continued professional development to ensure you stay up to date on industry regulation and products.

Required Skills & Qualifications as a Financial Advisor:

  • Level?4?DipFA?or?CII?Diploma qualified.
  • Strong?communication skills.
  • No?experience necessary.
  • Ability?to work independently and as part of a team.

Financial Advisor Benefits:

  • Competitive?Commission Split: Enjoy an attractive commission split of 80%.
  • No?Micromanagement: They trust their advisers and provide a supportive environment without constant oversight.
  • Nationwide?opportunities
  • Supportive?Team: Be part of a team that values collaboration and regularly hosts in-person events.
  • In-House Training and Compliance Support: Benefit from continuous professional development and robust compliance support.
  • 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.
  • 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 by applying today!?

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 Reedā€™s services as part of the process. By submitting this application, you agree to Reedā€™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.

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