Remote Financial Adviser: Build Your Own Book with Support

Tekk Fusion; Wimborne Minster; Hybrid; GBP 40,000 - 80,000; Part time

Benefits offered by this job

Income support

Existing client bank

Warm appointments

Fee splits

Paraplanning support

Marketing support

Mentoring

Client ownership

Remote/hybrid

Office Bournemouth

Job summary

Tekk Fusion, Bournemouth-based wealth management practice, seeks an experienced Financial Adviser to join as a self-employed partner. You’ll work remotely or hybrid, serving clients across the South of England with a solid client bank and strong admin support.

From day one you’ll access a substantial non-recoverable income support package, regular warm appointments, and marketing/business development assistance to help grow recurring income.

Qualifications

• Level 4 Diploma qualified (or working towards with relevant experience)
• Experience providing holistic financial advice
• Proven track record of developing and retaining client relationships
• Excellent communication and interpersonal skills
• A professional, client-focused approach
• A full UK Driving Licence and willingness to travel across the South of England

Responsibilities

• Meet clients face-to-face and deliver holistic financial advice
• Build and maintain long-term client relationships
• Leverage existing client bank and warm appointments
• Collaborate with support teams to service clients effectively

Skills

Holistic financial advice

Client relationship building

Communication

Professional, client-focused

Driving licence

Willingness to travel

Education

Level 4 Diploma

Job description

Tekk Fusion, Bournemouth-based wealth management practice, seeks an experienced Financial Adviser to join as a self-employed partner. You’ll work remotely or hybrid, serving clients across the South of England with a solid client bank and strong admin support.

From day one you’ll access a substantial non-recoverable income support package, regular warm appointments, and marketing/business development assistance to help grow recurring income.