Enable job alerts via email!

Independent Financial Adviser

TN United Kingdom

Glasgow

Remote

GBP 30,000 - 70,000

16 days ago

Boost your interview chances

Create a job specific, tailored resume for higher success rate.

An award-winning national Financial Planning and Wealth Management Business is seeking Diploma Qualified Financial Advisors across the UK. This innovative firm offers a unique opportunity to work from home while receiving clients and leads provided by the company. As a Financial Advisor, you will conduct meetings with clients, prepare tailored financial plans, and develop your client book. With a strong focus on business development, you'll have the chance to grow your recurring income and access back-office support. Join a leading provider of financial education and make a significant impact in the lives of your clients.

Minimum 1 year experience as a Financial Advisor.
Diploma Level 4 qualification required.

Conduct fact-find meetings with clients to assess their financial needs.
Prepare financial plans to help clients achieve their goals.
Generate new business and build introducer relationships.

Holistic Financial Advice

Business Development

Client Relationship Management

Diploma Level 4

Financial Advisor | Independent Financial Advisor

Salary: £, - £, | Un-Capped Earnings

Roles across Scotland

Clients + Leads Provided

An award-winning national Financial Planning and Wealth Management Business looking to grow their Diploma Qualified Financial Advisor | Independent Financial Advisor's across the UK.

A leading provider of financial education in the workplace supported by guidance and advice. The group carries out seminars and webinars every month, educating employees about retirement planning. This in turn creates over 15,+ new leads per year for advisers.

You will be responsible for:

Conducting fact-find meetings with new and existing clients
Preparing sound financial plans to ensure clients meet their financial goals
Generating new business and building introducer relationships
Building your client book
Growing your recurring income
Working from home
Utilizing a market-leading self-employed contract
Accessing back-office support

Minimum Requirements:

Diploma Level 4 Qualified
1-year minimum experience as a Financial Advisor
Experience in offering holistic financial advice
Proven track record of success and achievement
Good at business development or looking to build up own client book
You may have a client book already and need a superior proposition

Get your free, confidential resume review.

or drag and drop a PDF, DOC, DOCX, ODT, or PAGES file up to 5MB.

Similar jobs