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Home-based Financial Adviser

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Chelmsley Wood West Midlands, United Kingdom Integro Partners Full time

Are you a qualified Financial Advisor looking to take your career to the next level? My client is looking for a passionate and driven self-employed Financial Advisor to join our team. As a Financial Advisor, you will have full admin and paraplanning support, an abundance of quality leads and referrals worth up to £1M, complete back-office compliance and marketing support, and a clear-cut commission structure of up to 80% on both self-generated leads and inbound leads. Utilize your financial advisory skills in a self-employed capacity, supported by a wealth of resources and opportunities.
Help clients make informed decisions to secure their financial futures.
Benefit from a lucrative commission structure and an abundance of quality leads and referrals. Proven experience as a qualified (Level 4 minimum) Financial Advisor with an existing AUM and room for growth.
Demonstrable success in the financial advisory sector with a focus on providing exceptional customer service and tailored solutions.
Strong understanding of financial products and ability to effectively communicate complex financial information to clients.
Aptitude for building and maintaining strong client relationships, combined with a results-driven approach. Relevant degree in Finance, Economics, Business, or related field.
Certifications such as Chartered Financial Planner (CFP) or Chartered Wealth Manager (CWM) would be advantageous.