Job Description

They can offer you access to the following:

• Independent Financial Advisor role
• Training and development
• Access to a first-class marketing team
• Helping you build new professional connections and introducers to add to your existing clients
• Back office support staff
• Un-capped bonus

They provide the following benefits:

• Independent financial advice
• In house para-planning and administration service
• Professionally packaged client marketing.
• Wealth Platform Client Portal, providing live valuations across the market.
• Adviser designed back office system.
• A unique and market leading client review process, which eliminates advisers admin time and maximises the engagement between an adviser and a client
• Home based working
• Assigned Manager to help you get up and running

The role:

The business is looking for Diploma Level 4 Qualified Financial Advisor / Independent Financial Advisor / Wealth Adviser with minimum 12 months experience in a CF30 UK Financial Adviser role.

• Independent Financial Advisor role
• Dealing with clients in your local area
• Providing holistic Financial Planning Advice
• Ability to earn £100k+ in 1st year
• All paraplanning and admin support provided.
• Wants complete control over their role and earnings

Remuneration / Package:

• Un-capped bonus, first year earnings likely to be £80,000+
• Clients provided

Required Knowledge, Skills, and Abilities

Level 4 Diploma Qualified in Financial Planning Experience as an Independent Financial Advisor, Financial Advisor, CF30 Regulated Adviser 12 months minimum experience in a CF30 role Proven track record of success and achievement Good knowledge around investments and pensions Good compliance track record Existing client bank or ability to generate new business