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Financial Advisor

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

West End, Hampshire SO30, England

Salary

£50,000 per annum

Contract type

Full Time

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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 role is self-employed with an uncapped on-target earnings (OTE) of £50,000+, featuring tiered splits for company-provided leads and self-generated business.
  • Candidates are expected to have at least 3 years of experience as a Financial Advisor and hold a full Level 4 Diploma in Financial Planning or an equivalent qualification.
  • Ideal applicants should bring in clients with over £5 million in funds under management and be flexible to accommodate client appointments outside of regular business hours.
  • The position includes access to back office support from Paraplanners and Administrators, and requires once-a-month 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

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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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