Independent Financial Services Consultant

3 weeks ago


Gateshead, Gateshead, United Kingdom Citrus Elite Recruitment Ltd Full time
Independent Financial Services Consultant Opportunity

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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