Financial Planning Expert

3 weeks ago


Woking, Surrey, United Kingdom Premier Jobs UK Limited Full time

This is a unique opportunity for a Financial Advisor to work from home and build a strong client base. With a proven lead source, you can expect a steady flow of leads and referrals.

Key Benefits:
  • A high conversion rate ensures that your efforts yield results
  • You have the flexibility to adjust the number of leads as you grow busier
Client Engagement:

The initial focus is on consolidating pension transfers, which often leads to other areas of financial planning.

Average pension pots are £200,000, aiming to build a client bank of around 200 clients, equating to approximately £40m in Funds Under Management.

Requirements and Support:
  • You must hold a Full Level 4 Diploma in Financial Planning or equivalent
  • CAS status as a Financial Advisor is also required
Remuneration:

You can work as a self-employed individual with an uncapped earning potential of over £80,000 in the first year, or opt for an employed role with a salary of around £50,000 plus bonuses.

Location:

Remote working from home, with occasional face-to-face meetings with clients in the South East region.



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