Independent Financial Advisor - Greater Manchester

GCB; Greater Manchester; Remote; GBP 95,000 - 200,000; Full time

Job summary

A well-established financial services firm in the UK seeks a Self-Employed Independent Financial Advisor to join their successful team. This remote position offers a competitive OTE of £95,000 to £200,000 based on performance. Ideal candidates will have a Diploma in Financial Advice, a full UK driving license, and a commitment to providing ethical client services. The role involves generating business, selling a variety of financial products, and maintaining long-term client relationships.

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.
• Possess a Full UK Driving License.
• Client bank is preferable.

Responsibilities

• Generate business and provide a bespoke service to clients.
• Sell financial products effectively.
• Maintain long-term, positive relationships with clients.

Skills

Diploma Qualified equivalent in Financial Advice

Full UK Driving License

Ethical and customer-focused approach

Job description

Overview

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 Independent Financial Advisor to come on board and join their successful team.

Working Hours

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

Benefits / What you will be offered

• £95,000 - £200,000 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

Independent Financial Advisor requirements

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

Responsibilities of the Independent Financial Advisor

• 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.