Independent Financial Advisor
2 weeks ago
A boutique wealth management company based in Northamptonshire is looking for an experienced Independent Financial Advisor to work closely with their friendly, supportive team. This is the ideal opportunity for an already qualified Financial Advisor whois seeking more responsibility and a step up into a more senior position.
**The role is self-employed with the potential for earnings of £100,000+ in your first year which is uncapped.**
No requirement to bring your own client book; this dynamic company is expanding rapidly and has a continual supply of existing clients and quality referrals. This role is to provide holistic financial planning for business owners and professionals (both newand existing clients), therefore, experience in dealing with self-employed business clients is essential.
**As an Independent Financial Advisor your responsibilities will include**:
- Advising new and existing clients on lifestyle financial planning, investments, pensions and SSAS
- Following up leads and new enquiries
- Building relationships with existing clients
**We are looking for anIndependent Financial Advisor who has the following skills and experiences**:
- Level 6 Financial Planning qualification is required
- Previous experience in providing wealth management advice and managing client relationships.
- Proven track record of achievement and success
- Motivated, driven and tenacious
**In return you will receive**:
- The opportunity to be self-employed and grow your own client book
- Generous commission splits of 60:40, earning potential of £100k in 1st year
- Full IT, marketing, paraplanning, admin support and in-house compliance provided
- Office-based role at a great location in Northamptonshire with flexibility for client appointments.
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