Whether you are an experienced or inexperienced financial planner you can benefit from the flexibility to work remotely, set your own hours and benefit from no micromanagement or targets, enabling you the freedom to run your own business. Whilst also benefiting from a high 80% commission split as standard and in house supervision, support and training, you can concentrate on delivering exceptional advice as a Financial Planner.
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 Planner your Roles & Responsibilities include:
Meetwith clients to understand their financial goals.
Providingstrategic advice across a variety of financial Investments, products and services.
Conductregular, ongoing advice to ensure goals and performance.
Buildand develop your business to achieve your goals.
Completecontinued professional development to ensure you stay up to date on industry regulation and products.
Required Skills & Qualifications as a Financial Planner:
Must be Level4DipFAorCIIDiploma qualified.
Strongcommunication skills.
Noexperience necessary.
Abilityto work independently and as part of a team.
Financial Planner Benefits:
CompetitiveCommission Split: Enjoy an attractive commission split of 80%.
NoMicromanagement: They trust their advisers and provide a supportive environment without constant oversight.
Nationwideopportunities
SupportiveTeam: 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.
FlexibleClient Meetings: They understand the importance of flexibility. Meet your clients virtually, by phone, or in person at a time and place that suits them.
GrowthOpportunities: They are dedicated to helping you grow your business with our extensive support system.
Team camaraderie: Work with like minded individuals with the opportunity to attend quarterly team training events and share best practises.
If you are passionate about providing top-notch financial advice and are ready to take your Financial Planning 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!