Independent Financial Advisor

My clients are an established, award-winning firm with an excellent reputation within the area, their current directors and shareholders have successfully grown the business and now have 80+ advisers across the UK, and they are looking to continue expanding due to the ongoing success of the firm. 

The firm provides a high level of support, training and services for both registered Individuals and appointed representatives along with a client suitability framework to ensure advisers can be independent and compliant enabling the best possible outcomes for clients. They are looking for a Self-Employed Independent Financial Advisor to come on board and join their successful team.

Working Hours:

• Home-based position with the option of going into offices which are based around the UK.

The successful Independent Financial Advisor will be offered: 

• £95,000 - £200,000 OTE (Based on your lead conversion and self-generated business)
• Excellent commission splits
• Research package & Investment proposition
• Sales Support Administration
• Training and Development
• Technical Support
• Wills & Trusts package
• Paraplanning Team

Independent Financial Advisor requirements:

• Diploma Qualified equivalent in Financial Advice.
• Full UK Driving License.
• Leads provided (Client bank preferable)
• Ethical and customer-focused approach.

Responsibilities of the Independent Financial Advisor are:

• Generating business and offering an excellent, bespoke service to those clients with a holistic approach.
• Effectively selling the company's services across a wide spectrum of financial products.
• Maintaining positive and profitable long-term relationships with clients in their best interests.