Self Employed Financial Adviser

Eight Financial Advice; Southampton; Hybrid; GBP 60,000 - 100,000; Part time

Benefits offered by this job

In-house paraplanning

Compliance support

Remuneration structure

Initial financial support

Support network

Job summary

Eight Financial Advice is seeking a Diploma-qualified, self-employed Financial Adviser to join our team in Whiteley. You will have the opportunity to build and grow your own client bank with support from an established business and a team around you.

We offer in-house paraplanning, personal assistance and compliance support, plus potential initial financial help to ease your transition. A strong track record and a commitment to delivering great client outcomes are essential.

Qualifications

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

Responsibilities

• Build and grow your own client bank with support from Eight Financial Advice.
• Provide high-quality financial advice and guidance to clients.
• Leverage in-house paraplanning, personal assistance and compliance support to focus on client outcomes.
• Develop relationships and opportunities within the Eight client base.
• Maintain ethical and compliant advisory practices.

Skills

Relationship building

Client acquisition

Financial advisory

Education

Diploma-level financial planning qualifications

Authorised Financial Adviser status

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

• 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