Jobs in Newport, United Kingdom
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Self Employed Financial Advisors
Job summary
A growing financial services firm in the United Kingdom is seeking self-employed financial advisers to join their rapidly expanding team. The ideal candidates will possess a Level 4 Diploma in Financial Planning and have exceptional communication skills. They will assist in converting over 2,000 non-active clients into ongoing clients. The role offers flexible working conditions and a highly competitive commission structure, along with administrative support.
Benefits
Qualifications
- Possession of a Level 4 Diploma in Financial Planning (or equivalent) or higher.
- Comprehensive knowledge of financial products, markets, and regulations.
- Competent Adviser Status (CAS).
Responsibilities
- Assist in converting non-active clients into ongoing clients.
- Provide financial advice and develop client relationships.
Skills
Education
Highest Payaway Rate for Self-Employed Financial Advisers
A rapidly expanding wealth management and financial advice firm is seeking to hire several financial advisers on a self-employed basis, offering highly competitive payaway rates. This initiative aims to manage and expand our existing client base. Currently, we have over 2,000 clients who are not receiving our ongoing services. We are in search of advisers who will join our team and assist in converting these individuals into ongoing clients.
Requirements:
• Possession of a Level 4 Diploma in Financial Planning (or equivalent) or higher, with aspirations towards achieving the prestigious Chartered Financial Planner status.
• Comprehensive knowledge of financial products, markets, and regulations.
• Competent Adviser Status (CAS).
• Exceptional communication and interpersonal skills, coupled with the ability to work independently with ease.
• Transferable Assets Under Management (AUM) is highly advantageous.
• Demonstrated track record of income generation.
• Strong analytical and sales skills.
Our Offer:
• Highly competitive, performance-reflective commission-based splits.
• Access to a substantial list of clients not currently receiving services, offering a significant opportunity for business conversion.
• Comprehensive administrative and paraplanning support, along with coverage of all Professional Indemnity Insurance (PII) & Financial Conduct Authority (FCA) fees.
• The freedom to work from any location.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.