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Shape Futures and Build Success – Join as an Independent Financial Adviser”
Are you a qualified 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.
The Opportunity
This 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. You will also have full back office support from an experienced team of Paraplanners and Administrators.
standards and uphold the firm’s values of trust, transparency, and excellence.
Who We’re Looking For:
The ideal candidate is a driven and dynamic financial adviser with:
A Level 4 Diploma in Financial Planning or equivalent (chartered status desirable but not essential).
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.
