Self-Employed Financial Adviser: Build Your Own Client Bank

Eight Financial Advice; Harrogate; Hybrid; GBP 35,000 - 60,000; Full time

Benefits offered by this job

Remuneration structure

Transition support

Support network

Own client bank

Focus on client outcomes

Job summary

Eight Financial Advice is seeking an experienced Diploma-qualified Financial Adviser to join our team in Whiteley. As a self-employed Adviser you’ll build and grow your own client bank, supported by an established business, an existing client base and a team around you.

We offer in-house paraplanning, personal assistance and compliance support to let you focus on advising, building relationships and growing your business.

Qualifications

• 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.

Responsibilities

• Build and grow your own client bank with support from the business.
• Deliver great financial advice with client-first focus.
• Operate as a self-employed Adviser with infrastructure and compliance support.

Skills

Competent Adviser status

Strong client relationships

Entrepreneurial mindset

Education

Diploma-level financial planning qualifications

Job description

Eight Financial Advice is seeking an experienced Diploma-qualified Financial Adviser to join our team in Whiteley. As a self-employed Adviser you’ll build and grow your own client bank, supported by an established business, an existing client base and a team around you.

We offer in-house paraplanning, personal assistance and compliance support to let you focus on advising, building relationships and growing your business.