Financial Adviser

2 weeks ago

Newcastle upon Tyne, United Kingdom Ortus PSR Full time

**Are you a Financial Adviser who feels like they are not getting the opportunity to build out your client bank as you don't have the support?**

If you're a driven and ambitious Financial Adviser looking for an exciting opportunity to expand your client base with the backing of a proven lead generation model, we have just the position for you

A leading National Independent Financial Adviser (IFA) firm committed to empowering its advisers with the tools and resources they need to succeed. With a strong track record in lead generation, are now seeking a Financial Adviser to join their dynamic team and help build a book of business.

This role is home based, fully remote.

**What We Offer**:

- **Pre-Qualified Leads**: You will receive 8-10 pre-qualified leads every month, giving you a steady stream of potential clients.
- **Client Focus**: Your role will primarily involve providing expert advice on Pensions and Investments to clients with assets under management (AUM) ranging from £100,000 to £200,000.
- **Full Support**: We understand the importance of focusing on client relationships. That's why you will receive comprehensive back-office support from the compliance, Paraplanning, and Admin team, allowing you to concentrate on nurturing and growing your client base.
- **Client Demographics**: The leads you'll be working with are predominantly individuals approaching retirement who require guidance on Pension, Investment, Trust, and Inheritance matters.

**Compensation and Benefits**:

- **Employment Opportunity**: This is a salaried position with earnings and bonuses based on trail and new business generated.
- **Earning Potential**: On average, Advisers are closing between £12,000 and £15,000 per month in new business.
- **Yearly Growth**: Your expected earnings will increase year on year as your trail is included in your multiples for bonus calculations.
- **Bonus Structure**: Bonus is set at 30% on anything provided by the business and 35% if you source the business yourself.
- **Yearly Income Projection**:

- Year 2: £45,000 to £50,000
- Year 3: £60,000
- Year 4: £80,000+
- **Monthly Bonus**: Bonuses are earned after reaching 3 times your monthly salary and are paid monthly.

**Qualifications**:
To be considered for this role, you must:

- Be Diploma Qualified
- Have experience in meeting and consulting with clients, either directly or under supervision

If you're ready to take your career to the next level, work with pre-qualified leads, and enjoy the support of a dedicated team, we want to hear from you

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