Financial Adviser (leads provided)
£80,000 - £150,000
Remote role, Northern Ireland
Are you an experienced Financial Adviser keen to join a thriving business who can provide you with a flow of leads and referral opportunities?
This is a rare and exceptional opportunity to join an established business, in a role that has arisen due to growth. You will be responsible for launching a new part of the business and will have access to leads and the ability to really grow your career to the next level and reach your full potential.
If you are a talented and passionate Financial Adviser who puts the client's needs at the heart of everything you do and are passionate about exceeding expectations and delivering great customer outcomes, then this may be the role you have been looking for!
- You will be responsible for managing client enquiries and the advice process end-to-end, with the support of the wider team.
- You will benefit from both flexible working options and ongoing training and development.
- You will be building and nourishing relationships with clients who really value quality service.
- You will be provided with a steady flow of leads from existing business streams, organic referrals, and will also be provided with the support to undertake pro-active business development and advertising to generate your own leads.
- You will be responsible for booking appointments, fact finding, research and recommendation and building outstanding client rapport to generate future business.
- Deliver outstanding levels of personal and professional integrity, updating knowledge of regulations, practices and financial products.
- Prepare sound financial plans to ensure clients meet their financial goals and conducting ongoing reviews.
- Generate new business by developing introducer relationships.
This opportunity will suit a pro-active Financial Adviser who is able to build lasting relations based on trust. You must be self-motivated and confident to work independently but will be part of a flourishing team, with dedicated support provided by an award-winning network.
We can consider both experienced Holistic Financial Advisers and Wealth Advisers. You will work on a self-employed basis and will benefit from a market leading proposition and generous fee splits.
If you are a qualified Financial Adviser, with a minimum of Diploma Level 4, and are interested in this role, please get in touch to discuss further, we would love to hear from you.
Synonyms: Financial Advisor, Financial Adviser, Investment Advice, Financial Planner, Wealth Adviser, Financial Planning, Wealth Planning, Pension Planning