Financial Advisor

This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.

They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.

As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc. You own any clients you self-generate. On self-generated business, you receive 80%, with no fees and no network deductions (due to being a DA firm).

Alongside self-generated business, you will have the option to opt into receiving leads generated by the company. Their leads are pre-qualified with the client booking a time convenient for them and them already completing a fact-find. This successful setup enables them to have a 40% - 55% conversion rate from first appointment to written business.

Naturally, the firm are advocates of technology, enabling greater efficiency within the business. You will benefit from their systems which pre-populate forms, reviews, integrate directly to Zoom and automatically chase outstanding LOAs. However, you will also have support from their Administrators and Paraplanners where a personal touch is needed. Their current Financial Advisers are seeing significant reductions in time spent on administrative tasks, freeing them up to write plentiful new business.

Alongside the traditional financial advice, the business also has 2 excellent tools for you to use. Firstly, they have a free, no obligation financial health check, that is an excellent tool for you to use when approaching corporate companies and accountants, to enable individuals to check their own financial situation. Approximately, 45% of their health check users book a client meeting, making it a fantastic lead generation tool for you!

In addition, they have a virtual advice tool, ideal for clients looking to invest circa less than £50k or make less than £500pm contributions, which normally get overlooked! With the virtual advice tool, clients benefit from financial advice (not robo), with low input required from you.

Financial Adviser Requirements

• You should have 2+ years' experience as a Financial Adviser with full Level 4 Diploma in financial planning
• You should hold CAS as a Financial Adviser
• You should have your own clients or methods to generate new business
• You must be an advocate of technology and happy to lean into the benefits offered

The Company

This leading, fintech firm is rapidly growing and becoming a recognised name providing financial advice to call. The business provides advice on pensions, protection, investment and mortgage advice, alongside their digital service aimed at helping clients who are often overlooked.

Financial Adviser Benefits

• Self-employed role with uncapped OTE (circa £60,000 - £100,000)
• 80% on self-generation and 50% on company leads
• No fees (PI, FCA, FSCS all included!) and no network deductions
• Remote based role
• AR option available for individuals looking to build their own brand

Location

Nationwide

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