Self-Employed Financial Advisor - Remote & High Earning

Premier Jobs UK Limited; City Of London; Remote; GBP 100,000 - 125,000; Full time

Benefits offered by this job

Remote work

Marketing support

Paraplanning support

Buyout terms

Regional offices access

Job summary

Premier Jobs UK Limited is offering a Self Employed Financial Advisor role with a strong platform to grow your client bank across the UK. You will receive marketing support, warm opportunities and access to referrals while maintaining ownership of your own client relationships.

Dedicated paraplanning and admin support, plus specialist guidance, enable you to build recurring income in a professional environment that heavily invests in its adviser community. Remote work is available.

Qualifications

• Essential Level 4 Diploma in Regulated Financial Planning or equivalent.
• Essential CAS status or ability to regain CAS quickly.
• Essential experience providing regulated financial advice within the UK market.
• Desirable experience generating new business or bringing a part client bank.
• Desirable experience using modern CRM or financial planning systems.

Responsibilities

• Build and manage your own client bank with support from the firm.
• Self-generate business while benefiting from infrastructure and referrals.
• Utilise marketing activity, paraplanning and admin support provided by the firm.

Skills

Regulatory knowledge

Business development

Client relations

Education

Level 4 Diploma in Regulated Financial Planning or equivalent

Tools

CRM systems

Financial planning software

Job description

Premier Jobs UK Limited is offering a Self Employed Financial Advisor role with a strong platform to grow your client bank across the UK. You will receive marketing support, warm opportunities and access to referrals while maintaining ownership of your own client relationships.

Dedicated paraplanning and admin support, plus specialist guidance, enable you to build recurring income in a professional environment that heavily invests in its adviser community. Remote work is available.