Are you looking for a step up into an adviser role, or are you an adviser looking to elevate your career and join a fantastic firm operating in a remote/field based capacity. This role comes with a ready made client bank to get you started and you will be given the tools to grow, develop it and enhance your career.
Location: Guildford, Basingstoke, Woking, Worthing.
We offer more than just a job—we provide a supportive and empowering environment where your personal goals are valued as much as those of our clients. As a Financial Adviser, you'll experience the freedom to manage your schedule around your life while contributing to both your clients' success and our business growth.
In this role, you will build and maintain strong client relationships, focusing on the unique financial needs of professionals in the education sector. You will also have access to an established client bank, providing you with a solid foundation to develop and grow your business.
Key Responsibilities:
- Develop and manage client relationships within the education sector.
- Offer tailored financial advice and solutions to meet clients' needs.
- Build new business and enhance existing relationships.
- Work with an existing client bank to drive growth and client satisfaction.
- Collaborate with a dedicated relationship team to qualify leads and arrange appointments.
- Stay up-to-date with industry developments and changes.
Qualifications and Skills:
- QCF Level 4 qualification in Financial Advice or equivalent.
- Proven ability to build lasting client relationships and manage workloads independently.
- Driven individuals who want to succeed
- Perfect for Mortgage adviser, trainee IFA, Paraplanning background!
- Experience in managing your own business growth and making commercial decisions.
What We Offer:
- Competitive starting salary with OTE £79,000.
- Car allowance of £6,050 per year.
- Generous pension scheme (company matched plus 2% up to 10%).
- Life assurance (four times your base salary).
- 28 days holiday plus bank holidays, increasing to 30 days after 5 years.
- Option to buy or sell holiday days.
- Ongoing training and support, including professional qualifications.
- Flexible benefits, including travel loans, cycle-to-work schemes, and medical cover.
- Discounts on major brands and access to employee assistance programs.
- Two volunteering days per year.
- Salary sacrifice scheme for ultra-low emission cars (electric and plug-in hybrids).
Apply now to be considered!