Self-Employed Financial Adviser
Location: Remote/Flexible, with offices in Liverpool and Lancaster
We are seeking motivated and experienced self-employed Financial Advisors to join our dynamic team. As a Financial Advisor, you will provide independent financial advice to clients, helping them achieve their financial goals. You will have the opportunity to work independently, manage your own client portfolio, and benefit from our comprehensive support package.
Day-to-day of the role:
- Provide independent financial advice to clients, ensuring alignment with our mission and values.
- Develop and maintain strong client relationships, fostering high levels of satisfaction and trust.
- Utilise our systems and tools, such as Finplan, SimplyBiz, Defaqto, Select A Pension, and CashCalc, to deliver efficient and compliant advice.
- Engage in ongoing professional development through our CPD system and technical workshops.
- Work closely with our in-house compliance team to ensure all advice adheres to regulatory standards.
- Participate in business planning and development activities with support from our business development director.
- Use our marketing resources to expand your client base and enhance your professional profile.
Required Skills & Qualifications:
- Proven experience as a Financial Advisor with a strong track record of client satisfaction.
- Relevant financial qualifications and certifications.
- Excellent communication and interpersonal skills.
- Ability to work independently and manage your own client portfolio.
- Commitment to continuous professional development and staying updated with industry trends.
- A transferable client bank, preferably with £20m AUM
Benefits:
- Competitive fee splits ranging from 65% to 85%, depending on the level of support required.
- Access to in-house compliance support and external audits.
- Comprehensive business support, including paraplanning and administrative assistance.
- Personalised roadmap for the joining process and ongoing career development.
- Opportunities for professional growth through CPD events and workshops.
- Marketing support with access to targeted marketing collateral and campaign assistance.
- Engaging social program including team events, sports activities, and an annual Christmas party.
- Succession planning options for future career development.
To apply for the Financial Advisor position, please submit your CV