Financial Adviser

1 month ago

Dorchester, Dorset, United Kingdom Mploy Staffing Solutons Full time
Join Our Team as a Self-Employed Independent Financial Adviser

We are seeking an experienced Independent Financial Adviser to join our team as a self-employed professional. As a self-employed IFA, you will have the opportunity to work with a highly valued client in Dorchester, Dorset, and inherit a client book with up to £100,000,000 in assets under management.

Key Benefits
  • A 50%/50% split on existing clients and 60%/40% split on new business
  • Opportunity to work with a highly valued client and inherit a client book with significant assets under management
  • Complete inhouse paraplanning support to help you succeed in your role
  • Relaxed company culture with an office dog
  • Free onsite parking and stunning offices in a highly commutable location
About the Role

We are looking for an experienced IFA who is looking for a self-employed opportunity. As a self-employed IFA, you will be responsible for advising clients on well performing/whole of market investments & pensions alongside estate planning & financial planning. You will need to have a proven record of sales/business success and be able to bring a network of new clients with you.

You will also need to have extensive experience working as a financial adviser and be able to keep abreast of new financial products, industry trends and fund research.

We offer a competitive self-employed package, including a 50%/50% split on existing clients and 60%/40% split on new business. Our client can also pay retainers in advance to support an employed to self-employed transition, for the right candidate.

Requirements
  • Statement of Professional Standing (SPS) and listed on The Financial Services Register
  • Proven record of sales/business success
  • Extensive experience working as a financial adviser
  • Ability to keep abreast of new financial products, industry trends and fund research

We are looking for an experienced IFA who is looking for a self-employed opportunity. If you are a motivated and experienced IFA looking to take your career to the next level, we would love to hear from you.

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