Self Employed Financial Planning Professional
1 month ago
Are you a driven and enthusiastic individual looking for a challenging role in financial services? We are seeking a talented Self Employed Financial Adviser to join our team in Newton-Le-Willows.
This is a rare opportunity to acquire a well-established business with a strong client base, offering a salary range of £ - £ based on experience, plus the chance to purchase equity in the future.
Job DescriptionThe ideal candidate will possess excellent communication and interpersonal skills, with the ability to work independently as a sole practitioner/IFA, supported by paraplanning and administrative facilities.
- Develop and maintain long-term relationships with clients, providing tailored financial planning advice to meet their needs.
- Stay up-to-date with industry developments and regulatory requirements, ensuring compliance and delivering exceptional customer service.
- Servicing existing clients and creating new opportunities through effective networking and referrals.
- Meet planned business targets, ensuring all client data, transactions, and information are recorded accurately and in a timely manner.
We are looking for candidates who have:
- A Level 4 Diploma qualification and a proven track record of client success.
- A CAS held within the last two years.
- Minimum two years of face-to-face holistic financial advice experience.
- Excellent knowledge of all areas of financial planning, including investments, pensions, protection, retirement options, and tax planning.
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