Financial Advisor
If you are a qualified Financial Advisor who prefers the flexibility of home working? And would benefit from being passed business to help build your pipeline, including an existing client bank and referrals from a team of mortgage advisers.
Then we have the role for you! We are looking for talented Financial Advisers to join a highly regarded firm and can provide all the support you need to be successful.
Established in 2009, our client is a reputable firm of highly qualified Mortgage and Financial advisors spanning the UK.
Priding themselves on being there for their clients throughout the circle of life, from a clients first mortgage, relevant protection, through to Lifestyle and Retirement Planning and eventually Retirement itself. From the outset, the company ethos has been to "hold your hand" throughout the complete process; from buying to retiring.
As a Financial Advisor your Roles & Responsibilities include:
- Meeting with clients through various channels to discuss their financial goals.
- Providing advice and make recommendations across a variety of financial Investments, products and services.
- Conduct regular, ongoing advice to ensure goals and performance.
- Build, develop and grow your business to achieve your goals.
Required Skills & Qualifications as a Financial Advisor:
- Level 4 DipFA or CII Diploma qualified or Equivalent
- Strong communication skills.
- Some experience advising preferable - may be in a similar field such as Mortgage Advice.
Benefits:
- Access to a client data base of 8,000 - with many intergenerational wealth opportunities.
- Nationwide opportunities - Offices are in Cheshunt but advisers can be anywhere in the UK.
- Competitive Commission Split: Enjoy an attractive commission split of 80%. On self-generated business and 45% on any firm generated.
- Set own hours of work to suit you.
- No targets.
- Supportive team with weekly meetings to discuss progress and feedback on previous week’s activity?
If you are passionate about providing financial advice and are ready to take your Wealth Advisor career to the next level, then apply now to take the next step as a successful Financial Advisor.