Financial Advisor

TieTalent; Kingston upon Hull; Remote; GBP 50,000 - 75,000; Full time

Job summary

A highly respected IFA firm in Hull is seeking a Financial Advisor for a home-based position. You will take over an existing client bank and build your portfolio through proactive engagement. The role offers excellent back-office support and training towards Chartered status with a competitive salary range.

Benefits

Full back-office support including Administrators and Paraplanners

Holiday pay

Phone and laptop provided

Bonus structure for excellent OTE

Home-based role

Self-employed option available

Qualifications

• Open to individuals early in their advising career or highly experienced professionals.
• Proven ability to convert business opportunities.
• Candidates close to Chartered status are preferred.

Responsibilities

• Understand clients' current and future goals and design strategies to meet objectives.
• Convert business opportunities generated through marketing initiatives.
• Build portfolio through referrals, networking, and social media.

Skills

Client Management

Networking

Social Media

Education

Level 4 Diploma qualified Financial Advisor with CAS status

Job description

TieTalent Kingston Upon Hull, England, United Kingdom

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About

Are you an experienced Financial Advisor in Hull, seeking an employed role, based from home with quality leads and existing clients provided?

This is a unique opportunity to join a highly respected IFA firm that is continually improving its client proposition and features in industry press for its success.

The business can provide you with an existing client bank to take over, either from internal changes or a retiring Adviser. Your goal is to understand clients' current and future goals and design straightforward strategies to meet their objectives.

Alongside servicing the provided clients, you should aim to convert business opportunities generated through the company's marketing initiatives. You should also proactively build your portfolio through activities like asking for referrals, networking, and utilizing social media.

Advice will be delivered through a mix of in-person meetings at clients' homes or businesses, virtual meetings via Microsoft Teams, or in one of the company's regional offices.

Financial Advisor Requirements

• Level 4 Diploma qualified Financial Advisor with CAS status for financial planning advice
• Open to individuals early in their advising career or highly experienced professionals
• Proven ability to convert business opportunities
• Candidates close to Chartered status are preferred

Full back-office support is provided, including specialist Administrators, Paraplanners, and Compliance Managers, allowing more time for client engagement.

Training and Development

Access to in-house training programs and support towards becoming a Chartered Financial Planner.

Financial Advisor Benefits

• Salary between £50,000 - £75,000, depending on experience and qualifications
• Additional benefits include holiday pay, phone, laptop, and a bonus structure for excellent OTE
• Home-based role with travel to meet clients or use of regional offices
• Self-employed option available

Location

Hull

Liability and Disclaimer

While Premier Jobs UK strives to ensure the accuracy of job details, including salary and benefits, no guarantees are made. We accept no liability for reliance on this information.

Nice-to-have Skills

• Client Management
• Networking
• Social Media

Work Experience

• Finance & Accounting

Languages

• English

Seniority Level

• Mid-Senior level

Employment Type

• Full-time

Job Function

• Finance and Sales

Industries

• Technology, Information and Internet