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Financial Advisor

THE OPENWORK PARTNERSHIP
Posted 13 hours ago, valid for 10 days
Location

West Wickham, Kent BR4 0RL

Salary

£30,000 - £36,000 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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  • Join our client as a self-employed Financial Advisor, leveraging an established client base while building your own portfolio.
  • The position offers unlimited earning potential with a generous commission split of 70% on all self-generated business.
  • Candidates should possess a Level 4 DipFA or CII Diploma and have excellent interpersonal skills; some advising experience is preferable but not essential.
  • The role provides flexibility with hybrid working options and is based in modern offices located in Dartford and Bromley.
  • No monthly fees are required, and upfront support is available by negotiation, making this an attractive opportunity for proactive individuals.

Ready to take control of your financial advisory career? Join our client, as a self-employed advisor and hit the ground running with access to a well-established client base, while building your own portfolio. Enjoy the freedom to grow your business with the support of existing relationships and unlimited earning potential. If you’re proactive, driven and ready to make to make your mark, this is the opportunity you’ve been waiting for!

Our client has offices conveniently located in Dartford and Bromley, with a strong reputation for providing exceptional financial services. They offer a supportive environment where advisors can thrive, combining the freedom to build your own client base with the backing of established resources. You’ll benefit from the credibility and trust that comes with being part of a reputable organisation while maintaining autonomy to shape your own success.

As a Financial Advisor your Roles & Responsibilities include:

  • Meeting with clients through various channels to discuss their financial goals.
  • Providing advice across a variety of financial Investments, products and services to meet the clients’ requirements.
  • Collaborate with the current client base to fully leverage opportunities and take proactive measures.
  • Keep up with industry regulations and market trends

Required Skills & Qualifications as a Financial Advisor:

  • Level 4 DipFA or CII Diploma qualified or Equivalent
  • Excellent interpersonal and communication skills.
  • The ability to attract and retain clients.
  • Some experience advising preferable but not essential.

Benefits:

  • A supply of leads from an existing client bank.
  • Flexible Hybrid working.
  • Modern offices and high street location with offices in Dartford and Bromley.
  • Generous commission splits of 70% on all self-generated business.
  • No Monthly fees.
  • Upfront support available by negotiation.
  • Full training on IT and systems used for sourcing and reporting.

Apply without delay by sending your CV or get in touch for more information.

Apply now in a few quick clicks

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.