Self-Employed Financial Advisor

Amber Employment Services; Chobham; On-site; GBP 42,000 - 62,000; Full time

Benefits offered by this job

Full administration support

Dedicated paraplanning support

Lead generation assistance

Marketing

Operational support

Proven advice processes and modern技n?

Job summary

Amber Employment Services is seeking an experienced Financial Adviser who wants to focus on advising clients and building relationships, while benefiting from comprehensive back-office support.

You will manage and grow a client bank, identify new business within existing relationships, deliver holistic advice, and work with an experienced support team to accelerate your career. This role offers dedicated paraplanning, lead generation, marketing and full administration support.

Qualifications

• Proven experience as a Financial Adviser.
• Level 4 Diploma qualified (or equivalent).
• Strong relationship-building and client management skills.
• A proactive approach to business development.
• Ambition to grow within a progressive and supportive environment.
• Experience with a partner practice of SJP is a bonus.

Responsibilities

• Managing and developing relationships with an existing client bank
• Identifying new business opportunities within existing client relationships
• Building and growing your own portfolio of clients
• Delivering holistic financial advice tailored to client needs
• Working collaboratively with an experienced support team

Skills

Relationship-building

Client management

Business development

Proactive approach

Education

Level 4 Diploma

Job description

The Opportunity

This role is ideal for an experienced Financial Adviser who wants to focus on advising clients and developing relationships, while benefiting from comprehensive back-office support.

You will be responsible for:

• Managing and developing relationships with an existing client bank
• Identifying new business opportunities within existing client relationships
• Building and growing your own portfolio of clients
• Delivering holistic financial advice tailored to client needs
• Working collaboratively with an experienced support team

What’s on Offer

You will benefit from:

• Full administration support
• Dedicated paraplanning support
• Lead generation assistance
• Marketing
• Operational support
• Proven advice processes and modern technology
• Ongoing training and development

About You

To be considered for this opportunity, you will ideally have:

• Proven experience as a Financial Adviser
• Level 4 Diploma qualified (or equivalent)
• Strong relationship-building and client management skills
• A proactive approach to business development
• The ambition to grow within a progressive and supportive environment
• If you already work for a partner practice of SJP this would be a bonus

This is an excellent opportunity for an adviser looking to join a growing practice where they can accelerate their career and focus on what they do best delivering exceptional advice to clients