Experienced Financial Consultant
3 weeks ago
Are you a seasoned Financial Consultant with a passion for helping clients achieve their financial goals? This role offers a unique opportunity to work remotely while receiving high-quality leads.
Our esteemed Independent Financial Advisory firm is dedicated to enhancing its client offerings and is recognized in the industry for its achievements.
You will benefit from various lead generation strategies implemented by our specialized marketing team, designed to create new client opportunities for our advisors. Additionally, you may inherit existing clients as other advisors transition into retirement.
As we embark on our next growth phase, we are eager to attract top talent to our organization.
Requirements for Financial Advisors- A Level 4 Diploma in Financial Advice is essential, along with substantial experience in financial planning.
- A proven track record of successfully converting business opportunities is required.
- Candidates nearing Chartered status are highly desirable.
Our Financial Advisors receive comprehensive back-office support, including dedicated Administrators, Paraplanners, and Compliance Managers. This allows you to focus more on client interactions, as research, report writing, and investment management reviews are handled for you.
Training and Development OpportunitiesWe provide access to in-house training programs and support for those aspiring to become Chartered Financial Planners.
Compensation and Benefits- Competitive salary ranging from £50,000 to £75,000, depending on experience and qualifications.
- Additional benefits include holiday pay, a mobile phone, a laptop, and a bonus structure designed to enhance your overall earnings.
- This is a home-based position with the flexibility to meet clients in person or utilize regional offices as needed.
- A self-employed option is also available for those who prefer that arrangement.
Position available in the Swindon / M4 Corridor area.
DisclaimerWhile Premier Jobs UK Limited strives to provide accurate information regarding salary, benefits, and earnings potential, we do not accept liability for any inaccuracies or reliance on the information provided.
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