Financial Adviser
3 months ago
Job Overview:
We are seeking a skilled Financial Advisor on a Self-Employed basis to join our team.
As a Financial Advisor, you will be responsible for providing financial planning and advisory services to clients. This is an excellent opportunity for someone with a strong background in financial services to help individuals and families achieve their financial goals.
Salary Noted is average OTE this can be exceeded
**Responsibilities**:
- Meet with clients to assess their financial needs and goals.
- Develop personalised financial plans based on clients' objectives.
- Provide advice on investment strategies, retirement planning, estate planning, and risk management.
- Monitor clients' financial progress and make recommendations for adjustments as needed.
- Stay up-to-date on market trends, investment products, and industry regulations.
- Build and maintain strong relationships with clients to ensure long-term satisfaction and loyalty.
**Skills**:
- Proven experience in financial planning or related field
- In-depth knowledge of financial services and investment products
- Strong analytical skills and attention to detail
- Excellent communication and interpersonal skills
- Ability to explain complex financial concepts in a clear and understandable manner.
- Strong problem-solving skills and ability to think critically.
- Proficiency in using financial planning software and tools.
- Must have obtained competent adviser status & have a Diploma (Level 4) in Financial Planning or equivalent.
- Transferable AUM is preferable.
What will you receive:
- Extremely competitive commission-based splits that reflects your performance.
- You will have access to our state-of-the-art Integrated technology that will enhance your efficiency and productivity.
- You will enjoy full administrative and paraplanning support.
- You will have the freedom to work from anywhere you want.
- You will also benefit from professional development and training opportunities, and a supportive and collaborative team culture.
If you are a motivated individual with a passion for helping others achieve their financial goals, we would love to hear from you. Join our team as a Financial Advisor and make a positive impact on the lives of people across your area.
Pay: £50,000.00-£100,000.00 per year
**Benefits**:
- Work from home
Schedule:
- Monday to Friday
Work Location: On the road
Reference ID: UK Wide Self-Employed Financial Adviser
-
Financial Adviser
3 months ago
Liverpool, United Kingdom St. James's Place Financial Adviser Academy Full timeHave you considered building your own Business? James’s Place Financial Adviser Academy can help you. How to become a financial adviser: You don’t need to be great at maths or have knowledge of the financial sector to become a successful financial adviser – if you have an entrepreneurial spirit, the desire to learn and strong interpersonal...
-
Financial Adviser
3 months ago
Liverpool, United Kingdom St. James's Place Financial Adviser Academy Full timeHave you considered building your own Business? James’s Place Financial Adviser Academy can help you. How to become a financial adviser: You don’t need to be great at maths or have knowledge of the financial sector to become a successful financial adviser – if you have an entrepreneurial spirit, the desire to learn and strong interpersonal...
-
Financial Adviser
4 weeks ago
Liverpool, United Kingdom St. James's Place Financial Adviser Academy Full timeHave you considered building your own Business? James’s Place Financial Adviser Academy can help you. Our Academy programme has been carefully crafted to engage and challenge you through a blend of digital, live and practical learning opportunities which draws on expertise and experience from within our internal community of specialists and insight...
-
Financial Adviser
4 weeks ago
Liverpool, United Kingdom St. James's Place Financial Adviser Academy Full timeHave you considered building your own Business? James’s Place Financial Adviser Academy can help you. Our Academy programme has been carefully crafted to engage and challenge you through a blend of digital, live and practical learning opportunities which draws on expertise and experience from within our internal community of specialists and insight...
-
Career Launchpad: Financial Adviser
3 weeks ago
Liverpool, Liverpool, United Kingdom St. James's Place Financial Adviser Academy Full timeAbout the RoleWe are seeking ambitious individuals to join our St. James's Place Financial Adviser Academy, where you will embark on a rewarding career as a financial adviser.Key Responsibilities:Develop and maintain strong relationships with clientsProvide expert financial advice and guidanceBuild and grow a successful businessStay up-to-date with industry...
-
Career Launchpad: Financial Adviser
3 weeks ago
Liverpool, Liverpool, United Kingdom St. James's Place Financial Adviser Academy Full timeAbout the RoleWe are seeking ambitious individuals to join our St. James's Place Financial Adviser Academy, where you will embark on a rewarding career as a financial adviser.Key Responsibilities:Develop and maintain strong relationships with clientsProvide expert financial advice and guidanceBuild and grow a successful businessStay up-to-date with industry...
-
Career Launchpad: Financial Adviser
3 weeks ago
Liverpool, Liverpool, United Kingdom St. James's Place Financial Adviser Academy Full timeAbout the RoleA new challenge. A new culture. A new perspective. If you're looking for a role that provides you with autonomy, meritocracy, and flexibility, you've come to the right place.St. James's Place Financial Adviser Academy is seeking individuals with a successful track record in their existing career or business, an entrepreneurial and...
-
Career Launchpad: Financial Adviser
2 weeks ago
Liverpool, Liverpool, United Kingdom St. James's Place Financial Adviser Academy Full timeAbout the RoleA new challenge awaits at St. James's Place Financial Adviser Academy. As a Financial Adviser, you'll embark on a rewarding career that offers autonomy, meritocracy, and flexibility.Our Academy programme is designed to engage and challenge you through a blend of digital, live, and practical learning opportunities. You'll gain qualifications,...
-
Career Launchpad: Financial Adviser
2 weeks ago
Liverpool, Liverpool, United Kingdom St. James's Place Financial Adviser Academy Full timeAbout the RoleA new challenge awaits at St. James's Place Financial Adviser Academy. As a Financial Adviser, you'll embark on a rewarding career that offers autonomy, meritocracy, and flexibility.Our Academy programme is designed to engage and challenge you through a blend of digital, live, and practical learning opportunities. You'll gain qualifications,...
-
Career Launchpad: Financial Adviser
3 weeks ago
Liverpool, Liverpool, United Kingdom St. James's Place Financial Adviser Academy Full timeAbout the RoleA new challenge awaits at St. James's Place Financial Adviser Academy. We're seeking individuals with a successful track record in their existing career or business, an entrepreneurial spirit, and a demonstrated ability to develop relationships.As a Financial Adviser, you'll have the opportunity to:Launch a rewarding career in financial...
-
Career Launchpad: Financial Adviser
3 weeks ago
Liverpool, Liverpool, United Kingdom St. James's Place Financial Adviser Academy Full timeAbout the RoleA new challenge awaits at St. James's Place Financial Adviser Academy. We're seeking individuals with a successful track record in their existing career or business, an entrepreneurial spirit, and a demonstrated ability to develop relationships.As a Financial Adviser, you'll have the opportunity to:Launch a rewarding career in financial...
-
Unlock Your Potential as a Financial Adviser
3 weeks ago
Liverpool, Liverpool, United Kingdom St. James's Place Financial Adviser Academy Full timeAbout the RoleWe are seeking ambitious individuals to join our St. James's Place Financial Adviser Academy, where you will embark on a rewarding career as a Financial Adviser.Key Responsibilities:Develop and maintain strong relationships with clientsProvide expert financial advice and guidanceBuild and grow a successful businessStay up-to-date with industry...
-
Unlock Your Potential as a Financial Adviser
3 weeks ago
Liverpool, Liverpool, United Kingdom St. James's Place Financial Adviser Academy Full timeAbout the RoleWe are seeking ambitious individuals to join our St. James's Place Financial Adviser Academy, where you will embark on a rewarding career as a Financial Adviser.Key Responsibilities:Develop and maintain strong relationships with clientsProvide expert financial advice and guidanceBuild and grow a successful businessStay up-to-date with industry...
-
Financial Consultant
1 month ago
Liverpool, Liverpool, United Kingdom St. James's Place Financial Adviser Academy Full timePosition OverviewAre you prepared for a transformative journey in your career?Have you thought about establishing your own enterprise?Are you eager to pursue a fulfilling profession that offers you enhanced control over your work-life balance?The St. James's Place Financial Adviser Academy is here to guide you.Locations:Available opportunities across the...
-
Career Opportunities in Financial Services
2 weeks ago
Liverpool, Liverpool, United Kingdom St. James's Place Financial Adviser Academy Full timeAbout the RoleWe are seeking a motivated and ambitious individual to join our team at St. James's Place Financial Adviser Academy. As a Financial Adviser, you will have the opportunity to build a successful career in financial services and launch your own business.Key ResponsibilitiesDevelop and implement business strategies to achieve financial goalsProvide...
-
Career Opportunities in Financial Services
2 weeks ago
Liverpool, Liverpool, United Kingdom St. James's Place Financial Adviser Academy Full timeAbout the RoleWe are seeking a motivated and ambitious individual to join our team at St. James's Place Financial Adviser Academy. As a Financial Adviser, you will have the opportunity to build a successful career in financial services and launch your own business.Key ResponsibilitiesDevelop and implement business strategies to achieve financial goalsProvide...
-
Career Opportunities in Financial Services
3 weeks ago
Liverpool, Liverpool, United Kingdom St. James's Place Financial Adviser Academy Full timeAbout the RoleWe are seeking a motivated and ambitious individual to join our team at St. James's Place Financial Adviser Academy. As a Financial Adviser, you will have the opportunity to build a successful career in financial services and launch your own business.Key ResponsibilitiesDevelop and implement business strategies to achieve financial goalsProvide...
-
Launch a Rewarding Career in Financial Advice
3 weeks ago
Liverpool, Liverpool, United Kingdom St. James's Place Financial Adviser Academy Full timeAbout the RoleThe St. James's Place Financial Adviser Academy is seeking individuals with a successful track record in their existing career or business, an entrepreneurial and self-motivated nature, and demonstrable ability to develop relationships.We are looking for individuals who possess discussion, questioning, and negotiating skills, and are eager to...
-
Financial Adviser
3 months ago
Liverpool, United Kingdom Jigsaw Recruitment Full time**Financial Adviser: Home based position covering the Liverpool area£45,000 to £85,000 with excellent benefits that include a company car** Jigsaw Recruitment is pleased to be working with this leading name within the Financial Services industry. Our client is looking to recruit additional Financial Advisers to their ever expanding sales team. This...
-
Wealth Management Consultant
1 month ago
Liverpool, Liverpool, United Kingdom St. James's Place Financial Adviser Academy Full timePosition OverviewAre you prepared for a transformative journey in your career?Have you thought about establishing your own enterprise?Are you eager to pursue a fulfilling profession that offers you increased autonomy over your work life?The St. James's Place Financial Adviser Academy is here to assist you.Locations:Various locations across the UKAbout the...
