£120K/yr
England, United Kingdom
Permanent, Variable

Financial Advisor

Posted by INTEGRO PARTNERS LTD.

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.