UK Financial Planning Expert

20 hours ago


Leeds, Leeds, United Kingdom CV-Library Full time

Role Overview

We are seeking a skilled Self-Employed Financial Adviser to join our clients' team of highly successful Financial Planners across the UK. As an independent firm, we offer whole market advice in various services including Wealth, Mortgages, Commercial Finance, Employee Benefits, and Protection.

The ideal candidate will have a Diploma Qualified equivalent in Financial Advice, a Full UK Driving License, and their own client bank (Leads also provided). We value an ethical and customer-focused approach.

Salary Package

A competitive salary package is on offer for this role, with an estimated OTE of £95,000 - £250,000 based on lead conversion and self-generated business. The benefits include:

  • Excellent commission splits
  • Support Administration
  • Business Development Team
  • Training and Development
  • Technical Support
  • Buy Out options with an exit plan
  • Social Events
  • Advisor peer and Mentor support
  • Marketing Campaigns to increase business opportunities

Job Description

This role involves generating business and offering an excellent, bespoke service to clients with a holistic approach. You will effectively sell the company's services across a wide spectrum of financial products and maintain positive and profitable long-term relationships with clients in their best interests.



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