Financial Services Professional

2 months ago


London, Greater London, United Kingdom Service Care Solutions Full time
{"Job Title": "Financial Services Professional", "Job Description": "

Service Care Solutions is currently recruiting on behalf of an established Financial Advisory firm in London for experienced Chartered/Non-Chartered Financial Advisers to work on a self-employed basis.

The firm operates on a self-employed basis, allowing professionals to maintain ownership of their clients and offering a guaranteed expense while building their portfolio.

Candidates should have a Level 4 Diploma through CII/LIBF as a minimum, a current AUM/FUM of £5m+, and a track record of advising a client portfolio and generating business to grow a portfolio.

Service Care Solutions offers a £250 referral bonus for successful referrals.

", "Requirements": "
  • Level 4 Diploma through CII/LIBF as a minimum.
  • Current AUM/FUM of £5m+ or confident of bringing this amount in after retainer period.
  • Track record of advising a client portfolio and generating business to grow a portfolio.
  • Great communication skills and ability to work professionally and adapt to any team fit.
", "Benefits": "

The firm offers a flexible working arrangement, with no expectation to come to the office.

There is also an excess client scheme where retired advisers can sell on their clients for other advisers to build their portfolio.

", "Company": "Service Care Solutions"}

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