Financial Adviser

“Shape Futures and Build Success – Join as an Independent Financial Adviser”

Are you qualified to provide advice as a Financial Adviser seeking a fresh opportunity to take your career to the next level? A leading Wealth Management firm is offering a unique self-employed position with an existing client bank to develop and grow, comprehensive training to generate your own opportunities, and the chance to make a meaningful impact by conducting retirement seminars at prestigious hotel venues.

The OpportunityThis is a standout role for an Independent Financial Adviser who thrives on building relationships and delivering exceptional financial planning solutions. You’ll step into a role with an established client bank to nurture and expand, with full support to help you maximise your earnings and professional growth.

In addition, the firm provides expert-led training on strategies to self-generate new business opportunities and leads, equipping you with the tools to grow your client base with confidence. As part of the role, you’ll also host and present at retirement seminars held in luxurious hotel settings, giving you a high-profile platform to showcase your expertise and connect with potential clients.

What’s on Offer?

• Established Client Bank: Hit the ground running with an active portfolio of clients ready to manage and grow.
• Comprehensive Training: Gain the skills to self-generate leads and develop sustainable business streams.
• High-Profile Seminars: Host retirement-focused events in prestigious hotels, raising your profile in the community.
• Supportive Environment: Benefit from a collaborative team ethos, administrative assistance, and ongoing mentorship.
• Unlimited Earnings Potential: As a self-employed adviser, your income reflects your hard work, ambition, and success.

About the RoleAs an Independent Financial Adviser, you’ll deliver tailored financial advice across pensions, investments, and protection, ensuring clients achieve their financial goals. You will:

• Build lasting client relationships by offering expert advice and outstanding service.
• Present confidently at seminars to engage new clients and showcase your expertise.
• Implement effective strategies for self-generating new leads and business opportunities.
• Develop and manage a robust portfolio of clients to maximize growth and retention.
• Maintain FCA compliance standards and uphold the firm’s values of trust, transparency, and excellence.

Who We’re Looking ForThe ideal candidate is a driven and dynamic financial adviser with:

• A Level 4 Diploma in Financial Planning
• Proven experience in advising clients across pensions, investments, and protection.
• Strong presentation skills and the confidence to deliver seminars.
• A self-motivated and entrepreneurial mindset.
• A commitment to delivering ethical, client-focused financial advice.

Take Your Career to New HeightsThis is an exceptional opportunity to combine autonomy with the backing of a forward-thinking firm that invests in your success. If you’re ready to unlock your potential and make a real difference in clients’ lives, we’d love to hear from you.

How to ApplyTake the next step in your career journey today. Submit your CV and a brief cover letter detailing your experience and aspirations.