Financial Adviser

4 weeks ago

Liverpool, United Kingdom Puleston Wealth Management Full time

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

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