Self-Employed Financial Adviser – Build Your Client Bank

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

Benefits offered by this job

In-house paraplanning

Personal assistance

Compliance support

Transparent remuneration

Transition support

Support network

Grow own client bank

Job summary

Eight Financial Advice in the United Kingdom is seeking an experienced 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 the support of an established business and an existing client base.

Our model provides in-house paraplanning, personal assistance and compliance support, a clear remuneration structure, and potential initial financial support to ease your transition.

Qualifications

• Diploma-level financial planning qualifications.
• Experience in an authorised Financial Adviser role.
• Competent Adviser status.
• Proven ability to build trusted client relationships.
• Ambition to generate and develop your own business opportunities.
• Commitment to delivering great outcomes for clients.

Responsibilities

• Build and grow your own client bank with support.
• Provide great financial advice focused on client outcomes.
• Leverage in-house paraplanning, personal assistance and compliance support.

Skills

Building client relationships

Business development

Financial advisory experience

Regulatory compliance knowledge

Education

Diploma-level financial planning qualifications

Job description

Eight Financial Advice in the United Kingdom is seeking an experienced 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 the support of an established business and an existing client base.

Our model provides in-house paraplanning, personal assistance and compliance support, a clear remuneration structure, and potential initial financial support to ease your transition.