Financial Advisor

4 weeks ago


StratforduponAvon, Warwickshire, United Kingdom Premier Jobs UK Limited Full time
Financial Adviser Job Opportunity

This remote Financial Adviser role provides a chance to join a rapidly growing fintech firm that offers holistic wealth management to all. The company provides all the services of a traditional IFA firm, plus as a fintech firm, they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.

Key Responsibilities
  • Actively build your client bank through referrals, networking, introducers, and marketing
  • Own any clients you self-generate, with 80% commission on self-generated business and 50% on company leads
  • Utilize the company's systems, which pre-populate forms, reviews, integrate directly to Zoom, and automatically chase outstanding LOAs
  • Work with Administrators and Paraplanners to provide a personal touch when needed
Requirements
  • 2+ years' experience as a Financial Adviser with full Level 4 Diploma in financial planning
  • CAS as a Financial Adviser
  • Own clients or methods to generate new business
  • Advocate of technology and happy to lean into the benefits offered
Benefits
  • Self-employed role with uncapped OTE (circa £60,000 - £100,000)
  • No fees (PI, FCA, FSCS all included) and no network deductions
  • Remote based role
  • AR option available for individuals looking to build their own brand


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