Are you a qualified Financial Advisor looking to take your career to the next level? My client is looking for a passionate and driven self-employed Financial Advisor to join our team. As a Financial Advisor, you will have full admin and paraplanning support, an abundance of quality leads and referrals worth up to £1M, complete back-office compliance and marketing support, and a clear-cut commission structure of up to 80% on both self-generated leads and inbound leads. It's a fantastic proposition for someone with ambition and the drive to succeed!
- Utilize your financial advisory skills in a self-employed capacity, supported by a wealth of resources and opportunities.
- Help clients make informed decisions to secure their financial futures.
- Benefit from a lucrative commission structure and an abundance of quality leads and referrals.
Requirements:
- Proven experience as a qualified (Level 4 minimum) Financial Advisor with an existing AUM and room for growth.
- Commitment to maintaining CAS (Chartered Advisor Status).
- Demonstrable success in the financial advisory sector with a focus on providing exceptional customer service and tailored solutions.
- Strong understanding of financial products and ability to effectively communicate complex financial information to clients.
- Aptitude for building and maintaining strong client relationships, combined with a results-driven approach.
Preferred Qualifications:
- Relevant degree in Finance, Economics, Business, or related field.
- Certifications such as Chartered Financial Planner (CFP) or Chartered Wealth Manager (CWM) would be advantageous.
- Additional industry qualifications and accreditations highly desirable.