Independent Financial Adviser
Job Details
Full Job Description
Job Title: Financial Adviser
Job Type: Self-Employed
About the business:
This roleis with an established and reputable independent financial advice firm dedicated to providing comprehensive, tailored advice for individuals and business owners. Theirexpertise spans various financial domains, including retirement planning, investment strategies, tax optimisation, and wealth preservation. Theytake pride in delivering meticulous, up-to-date advice that transcends market fluctuations, allowingclients to achieve their financial goals and aspirations.
The Opportunity:
We are excited to announce that they are actively
seeking motivated and self-driven Financial Advisers to join theteam.
As part of the expansion plans, theyaim to grow their team by adding
several advisers.
They operate on a self-employed model,
offering a unique opportunity for financial professionals who are
looking for flexibility and the chance to maximise their income
potential.
Key Highlights:
- Abundant Lead Generation: More than enough leads readily available and anexperienced team will help facilitate their transfer to advisers.
- Competitive Compensation Model: The compensation package starts at a 70/30 split, with the potential to increase to an 80/20 split for advisers who excel. Theybelieve in rewarding success.
- Full Compliance and Support: Full compliance support and offer assistance with suitability reports. Additionally, the advisers have access to full paraplanning services, with support from thededicated office support team.
- Access to Technology: They offer access to the latest financial technology tools, including IO, to streamline and enhance your advisory services.
- Future Growth: As part of the expansion plans, they anticipate welcoming additional support staff in the near future, creating opportunities for career advancement within our organisation.
How to Apply:
If you are a driven and self-motivated financial professional looking for an exciting opportunity in a self-employed model, and you meet the qualifications and requirements for this role, we invite you to apply.
If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us
and receive 200if we assist them in securing a new
career.
Synonyms: IFA, Financial Advisor, Financial Planner,
Financial Planning, Wealth Manager, Financial Consultant, Independent
Financial Advice, Advisory, Pensions, Investments, IHT, CAS, SPS,
DipPFS, DipFA, CII, CAS, SPS, LIBF
Independent Financial Adviser
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