Financial Advisor

Premier Jobs UK Limited; Kingston upon Thames; Hybrid; GBP 40,000 - 80,000; Full time

Benefits offered by this job

Commission-based pay

Paraplanning support

Admin support

Remote work with Harrow office

CRM access

Marketing referrals

Job summary

Premier Jobs UK Limited is seeking a Self-Employed Financial Advisor. Work remotely with access to office space in Harrow, backed by a full paraplanning and admin support team to handle paperwork while you concentrate on advising clients and growing your practice.

Ideal candidates will hold a Level 4 Diploma in Regulated Financial Planning, with proven experience and an established client bank. Desirable toward Chartered status and prior self-employed advisory experience.

Qualifications

• Level 4 Diploma in Regulated Financial Planning (Essential).
• Proven experience as a Financial Advisor with an established client bank.
• Self-employed advisory experience (Desirable).
• Chartered Financial Planner status or working towards (Desirable).
• Strong technical knowledge across holistic financial planning.

Responsibilities

• Advise clients and grow your practice autonomously.
• Manage client relationships and provide comprehensive financial planning.
• Utilise back-office support to focus on client-facing activities.
• Leverage marketing support and referrals to expand the business.

Skills

Established client bank

Client relationship

Self-employed experience

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Are you an experienced Financial Advisor seeking the independence of self-employment with the backing of a growing, ambitious financial planning firm? This Self-Employed Financial Advisor opportunity offers you the freedom to work remotely while benefiting from comprehensive back-office support, allowing you to focus on what you do best - advising clients and growing your practice.

This long-established financial planning firm has recently undergone new management as a result of a recent acquisition. The new owners are looking to build on the strong foundations already laid out and develop the service offering to new and existing clients. Therefore, this is an exciting opportunity to join as they enter their next chapter.

As a Self-Employed Financial Advisor, you'll bring your existing client bank and have the autonomy to manage your practice your way. However, you won't be alone - you'll have access to a fully resourced paraplanning team and administrative support, taking the burden of report writing and client paperwork off your shoulders. Additionally, marketing support and potential client referrals provide opportunities to expand your business further.

This Financial Advisor role is ideal for someone who values flexibility, wants to retain control of their client relationships, and is looking for a platform that enables them to thrive without the constraints of traditional employment.

Self-Employed Financial Advisor Requirements:

• Level 4 Diploma in Regulated Financial Planning (Essential)
• Proven experience as a Financial Advisor with an established client bank
• Previous self-employed advisory experience (Desirable)
• Chartered Financial Planner status or working towards (Desirable)
• Strong technical knowledge across holistic financial planning

The Company

This long-established financial planning firm has recently undergone new management following an acquisition. The new leadership team is focused on building upon strong existing foundations and developing enhanced service offerings for both new and existing clients, making this an exciting time to join the business.

Self-Employed Financial Advisor Benefits:

• Attractive commission structure
• Full paraplanning support
• Comprehensive administrative support
• Remote working with access to office space in Harrow
• CRM systems provided
• Marketing support and referral opportunities

Location

This Self-Employed Financial Advisor position is remote-based with access to office facilities in Harrow, Greater London.