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Independent Financial Consultant

2 months ago


Manchester, United Kingdom Pinstripe Personnel Full time
Job Opportunity

**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