Independent Financial Adviser

4 weeks ago


Hinckley amp Bosworth Leicestershire, United Kingdom Heat Recruitment Ltd Full time

Job Title: Financial Adviser Job Type: Self-Employed About the business: This role is with an established and reputable independent financial advice firm dedicated to providing comprehensive, tailored advice for individuals and business owners. Their expertise spans various financial domains, including retirement planning, investment strategies, tax optimisation, and wealth preservation. They take pride in delivering meticulous, up-to-date advice that transcends market fluctuations, allowing clients to achieve their financial goals and aspirations. The Opportunity: We are excited to announce that they are actively seeking motivated and self-driven Financial Advisers to join the team. As part of the expansion plans, they aim to grow their team by adding several advisers. They operate on a self-employed model, offering a unique opportunity for financial professionals who are looking for flexibility and the chance to maximise their income potential. Key Highlights:

  • Abundant Lead Generation: More than enough leads readily available and an experienced team will help facilitate their transfer to advisers.
  • Competitive Compensation Model: The compensation package starts at a 70/30 split, with the potential to increase to an 80/20 split for advisers who excel. They believe in rewarding success.
  • Full Compliance and Support: Full compliance support and offer assistance with suitability reports. Additionally, the advisers have access to full paraplanning services, with support from the dedicated office support team.
  • Access to Technology: They offer access to the latest financial technology tools, including IO, to streamline and enhance your advisory services.
  • Future Growth: As part of the expansion plans, they anticipate welcoming additional support staff in the near future, creating opportunities for career advancement within our organisation.
How to Apply: If you are a driven and self-motivated financial professional looking for an exciting opportunity in a self-employed model, and you meet the qualifications and requirements for this role, we invite you to apply. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career. Synonyms: IFA, Financial Advisor, Financial Planner, Financial Planning, Wealth Manager, Financial Consultant, Independent Financial Advice, Advisory, Pensions, Investments, IHT, CAS, SPS, DipPFS, DipFA, CII, CAS, SPS, LIBF

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