Remote Self-Employed Financial Advisor with Full Support

Premier Jobs UK Limited; Kingston upon Thames; Hybrid; GBP 40,000 - 80,000; Full time

Benefits offered by this job

Commission-based pay

Paraplanning support

Admin support

Remote work with Harrow office

CRM access

Marketing referrals

Job summary

Premier Jobs UK Limited is seeking a Self-Employed Financial Advisor. Work remotely with access to office space in Harrow, backed by a full paraplanning and admin support team to handle paperwork while you concentrate on advising clients and growing your practice.

Ideal candidates will hold a Level 4 Diploma in Regulated Financial Planning, with proven experience and an established client bank. Desirable toward Chartered status and prior self-employed advisory experience.

Qualifications

• Level 4 Diploma in Regulated Financial Planning (Essential).
• Proven experience as a Financial Advisor with an established client bank.
• Self-employed advisory experience (Desirable).
• Chartered Financial Planner status or working towards (Desirable).
• Strong technical knowledge across holistic financial planning.

Responsibilities

• Advise clients and grow your practice autonomously.
• Manage client relationships and provide comprehensive financial planning.
• Utilise back-office support to focus on client-facing activities.
• Leverage marketing support and referrals to expand the business.

Skills

Established client bank

Client relationship

Self-employed experience

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Premier Jobs UK Limited is seeking a Self-Employed Financial Advisor. Work remotely with access to office space in Harrow, backed by a full paraplanning and admin support team to handle paperwork while you concentrate on advising clients and growing your practice.

Ideal candidates will hold a Level 4 Diploma in Regulated Financial Planning, with proven experience and an established client bank. Desirable toward Chartered status and prior self-employed advisory experience.