Independent Financial Services Consultant
3 weeks ago
We are looking for an experienced Financial Planner to cover the Consett, Gateshead, Hexham, and surrounding areas as a self-employed independent financial services consultant. This role involves providing holistic financial advice on a range of financial planning including investment planning, company investments, inheritance tax planning, pension, life, and protection.
The ideal candidate will possess a Level 4 Diploma in Financial Planning / Financial Advisers – working towards Chartered status ideally. They should also have previous experience working with accountants and be able to build long-term client relationships.
About the opportunity:
This self-employed position offers highly attractive commission splits and quality leads on a regular basis. The successful candidate will work Monday to Friday, 37.5 hours per week, with hybrid/home-based or office working arrangements. A package will be discussed during the interview.
Key responsibilities include:
- Fully qualified Level 4 Diploma in Financial Planning / Financial Advisers – working towards Chartered status
- Previous experience working with accountants
- Experienced and current Financial Adviser used to building long-term client relationships
- Ability to self-manage and communicate confidently with Partners and other areas of the business
- Technically proficient
- Good knowledge of tax planning strategies within both personal and company investments
- Holistic knowledge across protection, pension, and investment planning
- Organised and professional
Package details:
To be discussed during the interview (self-employed/attractive and highly lucrative commission splits)
Location:
Consett, Gateshead, Hexham, and surrounding areas
Salary estimate: £60,000 - £80,000 per annum, depending on experience and performance.
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