Independent Financial Advisor

Mather & Murray Financial Ltd; United Kingdom; Hybrid; GBP 40,000 - 80,000; Part time

Job summary

An established industry player is seeking a dedicated Independent Financial Adviser to join their team. This role offers the flexibility to manage your own schedule while providing expert financial advice to clients. You will conduct thorough financial assessments, build lasting relationships, and stay informed on market trends. With a tiered commission structure and support from a paraplanner and admin team, you will have the resources needed to thrive in a collaborative environment. If you are self-motivated and passionate about helping clients achieve their financial goals, this opportunity is perfect for you.

Benefits

Commission pay

Managed Client bank

Marketing support

Ongoing training and professional development

Work from home

Referral programme

Qualifications

• 3+ years of experience as a Financial Adviser.
• Strong knowledge of financial products and market trends.

Responsibilities

• Conduct in-depth financial reviews and provide tailored advice.
• Build and maintain strong client relationships.

Skills

Financial Advising

Client Relationship Management

Investment Strategies

Communication Skills

Sales Target Achievement

Education

DipFA or equivalent

Job description

3 days ago Be among the first 25 applicants

Independent Financial Adviser - Reduced Hours

Mather and Murray Financial is committed to providing comprehensive and personalised financial advice to our clients, helping them achieve their financial goals and secure their financial future. With a focus on integrity, transparency, and client satisfaction, we have built a strong reputation with our clients.

As an Employed Financial Adviser at Mather and Murray Financial you will have the opportunity to manage your own business within our established framework. You will be responsible for building and maintaining client relationships, conducting thorough financial assessments, and delivering tailored advice to meet individual needs.

Key Responsibilities:

1. Conducting in-depth financial reviews for clients to understand their goals and objectives.

2. Providing expert advice on investments, retirement planning, estate planning, and other financial matters.

3. Building and maintaining strong client relationships through effective communication and excellent customer service.

4. Staying up-to-date with industry trends, regulations, and best practices.

5. Collaborating with other team members to ensure the overall success of the firm.

Qualifications:

1. Minimum of 3 years of experience as a Financial Adviser.

2. Hold relevant qualifications such as DipFA or equivalent.

3. Strong knowledge of financial products, investment strategies, and market trends.

4. Excellent interpersonal and communication skills.

5. Self-motivated and able to work independently.

6. A proven track record of achieving sales targets and client satisfaction.

What We Offer:

1.Tiered commission-based compensation structure.

2.Managed Client bank

3.No fixed fees

4.All regulatory fees paid

5.Company generated appointments , pre-qualified and booked into your diary.

6. Flexibility to manage your own schedule and work independently.

7. Marketing support.

8. Ongoing training and professional development opportunities.

9. Access to a Paraplanner and Admin support team.

10. Collaborative and supportive team environment.

Job Types: Full-time, Permanent

OTE: £60,000.00-Unlimited per year

• Referral programme
• Work from home
• Commission pay

Experience:

• Financial Advice: 3 years (required)

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Part-time

Job function

• Job function

  Finance and Sales

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Swindon, England, United Kingdom 3 weeks ago

Swindon, England, United Kingdom 3 weeks ago

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