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Financial Planning Specialist

2 months ago

Pinner, Greater London, United Kingdom Premier Jobs UK Limited Full time
Financial Advisor Opportunity

This is a fantastic opportunity for a Financial Advisor to join a small financial advisory firm based in London. The company is looking to grow their Advisor team through likeminded individuals who can provide high quality service to clients and build long term relationships.

Key Responsibilities
  • Provide financial planning advice to clients and grow your client bank through referrals, networking, and introducer relationships.
  • Work with a book of existing clients and new enquiries to proactively engage with and provide financial planning advice.
  • Collaborate with the in-house team to provide administration support.
Requirements
  • Hold a full Level 4 Diploma in Financial Planning or equivalent.
  • Have experience as a Financial Advisor, ideally with a proven track record of generating business.
Benefits
  • Self-employed role with an OTE of £50,000+.
  • 80% commission on self-generated business.
  • 60% commission on company provided leads.
  • Potential retainer for the first 6 months to help build your pipeline.
  • Home based role.
  • Free training courses to become Chartered.
About the Company

Premier Jobs UK Limited is a reputable recruitment agency that uses all reasonable efforts to ensure the accuracy of the information contained in our adverts. However, we give no representation or warranty in respect of such information, and no liability is accepted for any loss or damage which may arise out of any person relying on or using any information.