Independent financial adviser

TN United Kingdom; Glasgow; On-site; GBP 30,000 - 70,000; Full time

Job summary

An award-winning national Financial Planning and Wealth Management Business is seeking motivated Diploma Qualified Financial Advisors across Scotland. This innovative firm provides extensive support, including leads and back-office assistance, allowing you to focus on client relationships and financial planning. With uncapped earnings potential and the flexibility to work from home, this role offers an exciting opportunity to grow your client book and achieve your financial goals. Join a leading provider of financial education and make a significant impact in the lives of clients while enjoying a rewarding career.

Qualifications

• Minimum of 1 year experience as a Financial Advisor.
• Proven track record of success and achievement.

Responsibilities

• Advising clients locally within your region.
• Preparing sound financial plans to meet clients' financial goals.
• Generating new business and building introducer relationships.

Skills

Financial Advisory

Business Development

Client Relationship Management

Holistic Financial Advice

Education

Diploma Level 4 Qualification

Job description

Social network you want to login/join with:

Financial Advisor | Independent Financial Advisor
£, - £, | Un-Capped Earnings
Roles across Scotland
Clients + Leads Provided

An award-winning national Financial Planning and Wealth Management Business is looking to expand their team of Diploma Qualified Financial Advisors | Independent Financial Advisors across the UK.

They are a leading provider of financial education in the workplace, supporting guidance and advice. The group conducts seminars and webinars monthly, educating employees about retirement planning, which generates over 15+ new leads per year for advisers.

Responsibilities include:

• Being Diploma Level 4 Qualified
• Accessing leads and clients
• Advising clients locally within your region
• Conducting fact-find meetings with new and existing clients
• Preparing sound financial plans to meet clients' financial goals
• Generating new business and building introducer relationships
• Building your client book
• Growing your recurring income
• Working from home
• Enjoying a market-leading self-employed contract
• Achieving average earnings across the UK of approximately £,
• Uncapped earnings potential
• Back-office support provided

Candidate requirements:

• Minimum of 1 year experience as a Financial Advisor
• Experience in offering holistic financial advice
• Proven track record of success and achievement
• Strong business development skills or desire to build your own client book
• Existing client book and seeking a superior proposition are also suitable