Self-Employed Financial Advisor

1 day ago


London, Greater London, United Kingdom Premier Jobs UK Limited Full time

Work Arrangement: This is a self-employed position that allows you to work from home. You will be provided with a steady flow of leads from clients seeking financial planning services. As a result, you will have the opportunity to build your own business and increase your earnings over time.

Responsibilities: Your primary responsibility will be to successfully onboard clients and provide ongoing financial planning services. You may need to meet with clients outside of usual business hours when necessary. You will also collaborate with Paraplanners and Administrators to ensure smooth client service.

Requirements: To be successful in this role, you must have a strong background in financial planning, a minimum of 3 years of experience, and £5m+ of transferable business. A Level 4 Diploma in Financial Planning or equivalent is also required.



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