Self-Employed Financial Adviser – Grow Your Client Bank

Eight Financial Advice; Cambridge; On-site; GBP 50,000 - 90,000; Full time

Benefits offered by this job

In-house paraplanning

Personal assistance

Compliance support

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 with support from an established business, including in-house paraplanning, personal assistance and compliance support.

We prize advisers who focus on delivering great financial outcomes for clients while expanding their own client base and opportunities over time.

Qualifications

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

Responsibilities

• Build and grow your own client bank with backing from Eight Financial Advice.
• Provide high-quality financial advice and service to clients.
• Leverage in-house paraplanning, personal assistance and compliance support.
• Develop relationships and deliver great client outcomes for a growing client base.

Education

Diploma-level financial planning qualifications

Competent Adviser status

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 with support from an established business, including in-house paraplanning, personal assistance and compliance support.

We prize advisers who focus on delivering great financial outcomes for clients while expanding their own client base and opportunities over time.