Self-Employed Financial Adviser – Remote with Paraplanning

GCB; Gloucester; Remote; GBP 95,000 - 250,000; Full time

Job summary

An award-winning financial advisory firm in the UK is seeking a Self-Employed Financial Adviser. This role offers a home-based position with a salary package ranging from £95,000 to £250,000 OTE. Responsibilities include generating business and providing bespoke client services. Candidates should hold a Diploma in Financial Advice and a Full UK Driving License. The firm provides leads and excellent training support.

Benefits

Excellent commission splits

Research package & Investment proposition

Sales Support Administration

Training and Development

Technical Support

Wills & Trusts package

Paraplanning Team

Qualifications

• Diploma Qualified equivalent in Financial Advice is required.
• Must hold a Full UK Driving License.
• Client bank is preferable but leads will be provided.

Responsibilities

• Generate business and offer a bespoke service to clients.
• Sell financial services across various products.
• Maintain long-term, positive relationships with clients.

Skills

Diploma Qualified equivalent in Financial Advice

Ethical and customer-focused approach

Tools

Full UK Driving License

Job description

An award-winning financial advisory firm in the UK is seeking a Self-Employed Financial Adviser. This role offers a home-based position with a salary package ranging from £95,000 to £250,000 OTE. Responsibilities include generating business and providing bespoke client services. Candidates should hold a Diploma in Financial Advice and a Full UK Driving License. The firm provides leads and excellent training support.