Self-Employed Financial Adviser: Grow Your Client Bank

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

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