Independent Financial Adviser

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

Job summary

A financial services firm is seeking a Self-Employed Financial Adviser in Gloucester, UK. This role offers a competitive salary package ranging from £95,000 to £250,000 OTE, depending on lead conversion and self-generated business. The ideal candidate will generate business and provide excellent service while having access to extensive training, support, and resources. This is a home-based position with options to visit offices across the UK.

Benefits

Research package

Investment proposition

Training and Development

Technical Support

Wills & Trusts package

Paraplanning Team

Qualifications

• Experience in generating self-generated business and converting leads.
• Ability to provide a bespoke service.
• Strong understanding of investment propositions.

Responsibilities

• Generate business and offer excellent bespoke service.
• Ensure compliance with client suitability frameworks.

Job description

My clients are an established, award-winning firm with an excellent reputation within the area, their current directors and shareholders have successfully grew the business and now have 80+ advisers across the UK, and they are looking to continue expanding due to the ongoing success of the firm.

The firm provides a high level of support, training and services for both Registered Individuals and Appointed Representatives along with a client suitability framework to ensure advisers can be independent and compliant enabling the best possible outcomes for clients. They are looking for a Self-Employed Financial Adviser to come on board and join their successful team who is based around the UK.

Working Hours:

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

Salary Package for the successful Self-Employed Financial Adviser:

• £95,000 - £250,000 OTE (Based on your lead conversion and self-generated business)
• Research package & Investment proposition
• Training and Development
• Technical Support
• Wills & Trusts package
• Paraplanning Team

Responsibilities of the Self-Employed Financial Adviser are:

• Generating business and offering an excellent, bespoke service to...

Financial Adviser • Gloucester, Gloucestershire, UK