Financial Services Specialist
3 weeks ago
Unlock your potential as a Financial Services Specialist with eTalent, a dynamic and expanding Independent Financial Advisor (IFA) firm based in Edinburgh.
This opportunity offers a range of benefits designed to help you thrive.
Their paperless office means more efficiency and less time spent on administrative tasks.
Holistic Support & Specialisation Opportunities : With pension and mortgage specialists on the team, they provide holistic financial advice.
If you have a specialisation, they're eager to support and promote it, helping you grow your business the way you envision.
Work-Life Balance & Remote Flexibility : Streamlined processes allow you to spend more time with clients and less time on paperwork.
Plus, you'll have the flexibility to work from the office or remotely, supported by a dedicated team.Additionally, there's the potential for an equity stake in the business , offering long-term growth and investment in your future.
Client Leads Provided :
Our client will provide access to client leads and administrative support, so you can focus on what matters—helping your clients achieve their financial goals.
You will already be a qualified IFA with CAS status and, ideally, a client bank of your own, which with support you will want to increase in both amount and volume, which will lead to an increase in your income.
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