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Financial Advisor

Premier Jobs UK Limited
Posted a day ago, valid for 16 days
Location

London, Greater London EC1R 0WX

Salary

£44,000 - £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’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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  • This home-based Financial Advisor position offers a steady flow of leads from clients seeking financial planning services.
  • The firm is looking for candidates with at least 3 years of experience and a Level 4 Diploma in Financial Planning or equivalent.
  • Ideal candidates should have £5m+ of transferable business and the ability to increase this over time.
  • The role is self-employed with an uncapped on-target earnings (OTE) of £50,000+, along with tiered rates for company leads.
  • Flexibility is required for client appointments, which may occur outside of usual business hours, and the job includes monthly travel to London.

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

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

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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.