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Self-employed Financial Adviser

3 months ago


West Midlands, United Kingdom Recruit UK Full time

Job Title: Self-employed Financial Adviser role

Industry: Financial Services

Location: West Midlands

Job reference: 9101

Job Description:

Recruit UK are recruiting for self-employed advisers to join a growing financial planning practice, based in the West Midlands.

This is an excellent opportunity for either a self-employed financial adviser, that is looking for great overall support with branding, leads, back-office support, local professional introducers in the West Midlands and slick back-office systems.

The company offer whole of market independent holistic advice, offer great service to their clients and retain their clients on a long-term basis. You will have the autonomy to manage your own diary and clients and build a successful business for yourself as a self-employed adviser. They also offer a great client 'buy out’ or 'exit scheme’ that you would be entitled to explore, as a self-employed adviser with them.

Self Employed:

  • Generous splits in your favour, increasing with higher business written
  • You are not required to pay any FCA fees
  • Fantastic exit strategy
  • Back office support
  • Ringfencing on all of your clients, both those you initially bring with you (if you do) and those you develop within the role
  • No need to move client funds/change platforms
  • This company have an excellent reach of local professional introducer relationships, so this is also something they can offer to help you build your client bank and network further
  • Flexible home and office working

Skills and experience required:

  • Experience as a Financial Adviser
  • Level 4 Diploma qualified
  • Self-motivated team player

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Wealth Management firm based in the West Midlands on a Self-employed Financial Adviser role.

Our commitment to you:

Start every journey with a conversation to find out about you in-depth.

Provide honest feedback on where you fit in the jobs market.

Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.

Take a holistic mindfulness approach - career happiness is rarely just about the money.

Cover the whole of the UK with a local touch through our regional teams.

Never pester you.

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.