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Financial Services Professional

2 months ago

West Wickham, Greater London, United Kingdom THE OPENWORK PARTNERSHIP Full time
Unlock Your Financial Potential

Are you a driven and proactive individual looking to take control of your financial advisory career? We have an exciting opportunity for a self-employed Financial Advisor to join our client's well-established client base, offering the freedom to grow your business with the support of existing relationships and unlimited earning potential.

About the Role

As a Financial Advisor, you will be responsible for meeting with clients to discuss their financial goals, providing advice on a variety of financial investments, products, and services, and collaborating with the current client base to fully leverage opportunities and take proactive measures.

Key Responsibilities
  • Meet with clients to discuss their financial goals and objectives.
  • Provide expert advice on financial investments, products, and services.
  • Collaborate with the current client base to identify new opportunities and take proactive measures.
  • Stay up-to-date with industry regulations and market trends.
Requirements
  • Level 4 DipFA or CII Diploma qualified or equivalent.
  • Excellent interpersonal and communication skills.
  • Ability to attract and retain clients.
  • Some experience advising is preferable but not essential.
What We Offer
  • A supply of leads from an existing client bank.
  • Flexible hybrid working.
  • Modern offices and high street location with offices in Dartford and Bromley.
  • Generous commission splits of 70% on all self-generated business.
  • No monthly fees.
  • Upfront support available by negotiation.
  • Full training on IT and systems used for sourcing and reporting.