Experienced Financial Consultant

3 weeks ago


Swindon, Swindon, United Kingdom Premier Jobs UK Limited Full time
Job Overview

Are you a seasoned Financial Consultant looking for a rewarding opportunity with a reputable firm? This position offers the flexibility of working from home while receiving high-quality leads.

This is an exceptional chance to become part of a well-regarded Independent Financial Advisory (IFA) firm that is consistently enhancing its client offerings and gaining recognition in the financial industry.

You will benefit from various lead generation strategies implemented by a dedicated marketing team focused on creating new client opportunities for Financial Consultants. Additionally, you may inherit existing clients as fellow advisors transition into retirement.

As the firm embarks on its next growth phase, they are eager to attract top-tier talent to their team.

Requirements for Financial Consultants
  • Must possess a Level 4 Diploma in Financial Advice with substantial experience in financial planning.
  • A proven track record of successfully converting business opportunities is essential.
  • Candidates nearing Chartered status are highly preferred.

Comprehensive Support

Independent Financial Advisors receive extensive support from specialized Administrators, Paraplanners, and Compliance Managers. With research, report writing, and client investment management reviews handled for you, you will have more time to focus on client relationships.

Training and Development Opportunities

Financial Advisors have access to in-house training programs and support aimed at achieving Chartered Financial Planner status.

Benefits for Financial Advisors
  • Competitive salary ranging from £50,000 to £75,000, depending on experience and qualifications.
  • Additional benefits include holiday pay, mobile phone, laptop, and a bonus structure designed to enhance overall earnings.
  • This is a home-based role with the option to travel for client meetings and utilize regional offices if desired.
  • A self-employed option is also available for those who prefer it.

Disclaimer

While Premier Jobs UK Limited strives to provide accurate information regarding salary, benefits, and earnings potential, no guarantees are made. Premier Jobs UK Limited accepts no liability for any loss or damage arising from reliance on this information.



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