Home-Based Financial Consultant
2 weeks ago
Pursue an exciting opportunity to join a reputable IFA firm as a home-based Financial Advisor in Blackpool. This unique role offers a chance to work from the comfort of your own home, with quality leads and existing clients provided.
The company is renowned for continually improving their client proposition and features prominently in industry press for their success. You will have the opportunity to understand your clients' current and future goals and design tailored strategies to match their objectives.
In this role, you will be responsible for servicing existing clients, converting business opportunities provided by the company's marketing initiatives, and building your portfolio through proactive activities such as referrals, networking, and utilizing social media.
You will deliver advice to clients through a combination of in-person meetings at their homes or business premises, virtual consultations via Microsoft Teams, or meetings at one of the company's regional offices.
To excel in this position, you should possess a Level 4 Diploma qualification in Financial Advice and hold CAS status for financial planning advice. Our ideal candidate will have a proven track record of converting business opportunities and be close to Chartered status.
Compensation Package:
This role comes with a competitive salary range of £50,000 - £75,000, depending on experience and qualifications. You will also receive holiday pay, a phone, laptop, and bonus structure to enable excellent OTE (On-Target Earnings).
Benefits and Support:
- Full and comprehensive back office support
- Access to in-house training programs and support towards becoming a Chartered Financial Planner
Join our team of experienced professionals and enjoy the benefits of working from home while delivering exceptional service to clients.
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