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Self-Employed Financial Adviser

GCB Recruitment
Posted 4 days ago, valid for 7 days
Location

Yeovil, Dorset BA22 9RP, England

Salary

£36,000 - £43,200 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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  • The job opportunity is for a self-employed Financial Adviser with expertise in pensions, investments, and protection services.
  • Candidates must be Level 4 qualified and have the ability to bring clients with funds totaling over £7 million, along with a proven track record in delivering high-quality financial advice.
  • The role offers a competitive salary with an OTE of £40,000 - £100,000, along with a flexible commission structure and paraplanning support.
  • This position allows for remote work and self-management, providing the freedom to manage one's schedule while being supported by a forward-thinking financial advisory firm.
  • The company fosters a strong culture and offers training and study support, making it a great opportunity for driven and entrepreneurial individuals.

Are you a driven, self-employed Financial Adviser with experience and expertise in pensions, investments, and protection? Do you have a strong client base and are looking for an opportunity to grow your business with flexibility, support, and competitive earning potential? If so, my clients have an opportunity that will suit you!

Our clients are a forward-thinking financial advisory firm with an established infrastructure designed to support ambitious professionals. Their model allows advisers to thrive in a remote, self-managed capacity while benefiting from a supportive back-office system and lead generation services.

Requirements for the Self-Employed Financial Adviser:

  • Level 4 qualified
  • A pension transfer specialist or someone who has passed G60/AF4.
  • Ability to bring clients with funds totalling over £7 million.
  • Expertise in pensions, investments, and protection services.
  • Familiarity with Intelliflo (our back-office system) is highly desirable.
  • Self-motivated and entrepreneurial
  • Proven track record of delivering high-quality financial advice.
  • Committed to providing exceptional client service and fostering long-term relationships.

Salary and Benefits on offer:

  • Work from home with the freedom to manage your schedule.
  • Self Employed
  • OTE £40,000 - £100,000 +
  • Competitive commission structure
  • Paraplanning support is available, with flexible split options based on additional requirements.
  • Be based anywhere in the UK while leveraging our systems and support.
  • Study support and Training funded
  • Strong company culture

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.