Independent Financial Adviser - Gloucester

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

Job summary

An award-winning financial advisory firm in the UK is seeking a Self-Employed Financial Adviser. This role offers a home-based position with a salary package ranging from £95,000 to £250,000 OTE. Responsibilities include generating business and providing bespoke client services. Candidates should hold a Diploma in Financial Advice and a Full UK Driving License. The firm provides leads and excellent training support.

Benefits

Excellent commission splits

Research package & Investment proposition

Sales Support Administration

Training and Development

Technical Support

Wills & Trusts package

Paraplanning Team

Qualifications

• Diploma Qualified equivalent in Financial Advice is required.
• Must hold a Full UK Driving License.
• Client bank is preferable but leads will be provided.

Responsibilities

• Generate business and offer a bespoke service to clients.
• Sell financial services across various products.
• Maintain long-term, positive relationships with clients.

Skills

Diploma Qualified equivalent in Financial Advice

Ethical and customer-focused approach

Tools

Full UK Driving License

Job description

My clients are an established, award-winning firm with an excellent reputation within the area, their current directors and shareholders have successfully grown 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

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

Responsibilities

• 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.

Requirements

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