Financial Advisor - Leeds

GCB; Leeds; Remote; GBP 95,000 - 250,000; Full time

Job summary

Join a thriving team as a Self-Employed Financial Advisor with a leading financial planning firm in the UK. You will have the autonomy to manage your own clients while receiving extensive support from dedicated teams in administration and business development. The role offers an attractive salary package and opportunities for professional growth.

Benefits

Support Administration

Business Development Team

Training and Development

Technical Support

Buy Out options with an exit plan

Social Events

Advisor peer and Mentor support

Marketing Campaigns

Qualifications

• Diploma Qualified equivalent in Financial Advice is required.
• Must hold a Full UK Driving License.
• Having an own client bank is essential.

Responsibilities

• Generate business and provide bespoke service with a holistic approach.
• Effectively sell a wide range of financial products.
• Maintain long-term positive relationships with clients.

Skills

Client Relationship Management

Business Development

Customer Service

Sales Skills

Education

Diploma Qualified in Financial Advice

Job description

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Our clients, a highly successful Financial Planners, are looking to add to their team with qualified Self Employed Financial Advisors across the UK. Our clients are fully independent and offer whole of market advice in a variety of services including Wealth, Mortgages, Commercial Finance, Employee Benefits and Protection. Due to the size of the business they offer exceptional job security and growth, with a dedicated business development team as well as a strong administrative support team.

This is an opportunity to join an award-winning growing team whilst maintaining your own clients.

Salary package on offer for the role of Financial Advisor:

• £95,000 - £250,000 OTE (Based on your lead conversion and self-generated business)
• Support Administration
• Business Development Team
• Training and Development
• Technical Support
• Buy Out options with an exit plan
• Social Events
• Advisor peer and Mentor support
• Marketing Campaigns to increase business opportunities.

Working Hours:

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

Requirements for this Self-Employed Financial Adviser role:

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

Responsibilities of the Self-Employed Financial Adviser 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.