Independent Financial Advisor

JR United Kingdom; London; Hybrid; GBP 55,000 - 75,000; Full time

Job summary

A leading national Financial Planning and Wealth Management Business in the UK is seeking Diploma Qualified Financial Advisors. The role offers an existing client bank, ongoing leads, and comprehensive support. Ideal candidates will have a proven track record and at least 2 years of experience in financial advising.

Benefits

Car Allowance

Uncapped Bonus

Business Development Support

Qualifications

• At least 2 years’ experience in a CF30 UK Financial Advisor role.
• Experience advising on Investments, Pensions, and Protection.

Responsibilities

• Conduct fact-finding meetings with clients.
• Prepare financial plans to meet client goals.
• Generate new business and develop introducer relationships.

Skills

Client Relationship Management

Financial Planning

Investment Advisory

Education

Diploma Level 4

Job description

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Employed and Self Employed roles available

This is an award-winning national Financial Planning and Wealth Management Business looking to grow their team of Diploma Qualified Financial Advisors | Independent Financial Advisors across the UK. They offer wealth management services to mass affluent and HNW individuals. The group is highly profitable, carries no debt, and has a long-standing track record in Financial Services.

THE ROLE

The Financial Advisor role includes:

• Existing client bank provided
• Access to ongoing leads
• Lead generation support
• Back-office support, including paraplanning and admin

The business frequently acquires client books and manages Funds Under Management (FUM). New Financial Advisors will be provided with an existing client book to service, manage, and retain, as well as pursue new business opportunities.

QUALIFICATIONS AND EXPERIENCE

Seeking a Diploma Level 4 Qualified Financial Advisor, Independent Financial Advisor, with at least 2 years’ experience in a CF30 UK Financial Advisor role.

• Employed or Self-Employed Financial Advisor
• £55,000 - £75,000 basic salary plus car allowance
• Uncapped bonus
• Conduct fact-finding meetings with clients
• Prepare financial plans to meet client goals
• Advise clients on financial issues and make recommendations
• Build and maintain strong client relationships
• Generate new business and develop introducer relationships
• Access to business development support team
• Manage own diary
• Utilize market-leading IT systems
• Work from home with access to office

WHAT YOU'LL NEED TO SUCCEED

• Diploma Level 4 Qualified UK Financial Advisor
• 1-2 years minimum experience as a Financial Advisor
• Experience advising on Investments, Pensions, and Protection
• Proven success and achievement record
• Experience managing client relationships
• Ability to manage and grow a client book
• Motivated, driven, and hungry to earn minimum c£100,000+

NEXT STEPS

If interested, please click the apply button and attach your CV. Our consultants will contact you to discuss the role and answer any questions. We can also recommend other suitable opportunities matching your profile.