Self Employed Financial Adviser

Eight Financial Advice; Marlow; On-site; GBP 40,000 - 80,000; Full time

Job summary

Eight Financial Advice in the United Kingdom is seeking an experienced, Diploma-qualified Financial Adviser to join our Whiteley-based team as a self-employed professional. You’ll build and grow your own client bank, backed by an established business, with in-house paraplanning, personal assistance and compliance support to help you focus on delivering great financial advice.

If you’re entrepreneurial and client-focused, we can offer a clear remuneration structure and ongoing business

Qualifications

• Diploma-level financial planning qualifications.
• Current/previous experience in an authorised Financial Adviser role.
• Competent Adviser status.
• Strong track record of building trusted client relationships.
• Ambition to generate and develop your own business opportunities over time.
• Commitment to delivering great outcomes for clients.

Responsibilities

• Build and grow your own client bank as a self-employed adviser.
• Work with Eight Financial Advice to access in-house paraplanning, administration and compliance support.
• Deliver tailored financial advice that meets client needs and regulatory standards.

Skills

Client relationships

Business development

Financial planning

Self-employed / entrepreneurial

Education

Diploma-level financial planning qualifications

Job description

Self-Employed Financial Adviser

Build your future with Eight Financial Advice

Eight Financial Advice is growing, and we’re looking for an experienced, Diploma-qualified Financial Adviser to join our team in Whiteley.

With £5bn in funds under management and more than 20,000 clients across the UK, Eight Financial Advice has built a successful advice business around putting clients first while giving our Advisers the support they need to focus on what they do best – providing great financial advice.

As a self-employed Adviser, you'll have the opportunity to build and grow your own client bank, supported by an established business, an existing client base and a team around you.

Why Eight?

We believe Advisers should be able to spend more time with clients and less time worrying about everything that happens behind the scenes.

Our model provides Advisers with access to in-house paraplanning, personal assistance and compliance support, giving you the infrastructure to focus on advising, building relationships and growing your business.

You’ll also benefit from:

• A clear and transparent remuneration structure
• Potential initial financial support to help with your transition to Eight
• A strong support network across advice, paraplanning, administration and compliance
• The opportunity to develop and grow your own client bank
• A business that is committed to delivering great client outcomes and putting clients at the heart of everything we do

Requirements

• Diploma-level financial planning qualifications
• Current/previous experience in an authorised Financial Adviser role
• Competent Adviser status
• A strong track record of building trusted client relationships
• The ambition to generate and develop your own business opportunities over time
• A genuine commitment to delivering great outcomes for clients