Financial Planning Specialist
2 days ago
About the Opportunity
We are seeking a skilled Financial Advisor to join our team in the South East region. This is a home-based role with opportunities for growth and development.
As a Financial Advisor, you will be responsible for providing expert advice to clients on consolidating pension transfers and other areas of financial planning. You will have access to a strong lead source and daily leads during your initial months to build your client portfolio.
Our ideal candidate will hold a full Level 4 Diploma in Financial Planning or equivalent and CAS status as a Financial Advisor. In return, you can expect an estimated salary of £80,000+ (uncapped earnings) or potentially £50,000 plus bonuses as an employed role.
Key Responsibilities
- Provide expert advice to clients on consolidating pension transfers and other areas of financial planning.
- Build and maintain a portfolio of clients in the South East region.
- Meet with clients face-to-face occasionally.
Benefits
- Self-employed role with uncapped earnings potential.
- Employed role with salary and bonus opportunities.
- Home-based work with occasional travel to meet clients.
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