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Independent Financial Consultant
2 months ago
**Remote Work Opportunity**
A leading wealth planning firm, Pinstripe Personnel, is seeking an experienced Independent Financial Advisor to join their team.
The role is a home-based position with full administrative and paraplanning support. The advisor will provide financial guidance to clients through video, phone, or face-to-face meetings.
The firm guarantees a minimum of one meeting per week, with pre-qualified appointments booked in advance. The advisor will work with a team to deliver exceptional client service and achieve sales targets.
Key Responsibilities:
- Provide financial planning and advice to clients
- Meet sales targets and grow client base
- Work collaboratively with the team to deliver exceptional client service
Requirements:
- Experience as an Independent Financial Advisor
- Strong communication and interpersonal skills
- Ability to work independently and as part of a team
What We Offer:
- A competitive salary and OTE
- Full administrative and paraplanning support
- Opportunities for career growth and development