Financial Services Expert

1 week ago


Woking, Surrey, United Kingdom Austin Fraser Full time

Austin Fraser is seeking a highly skilled Financial Services Expert to work as a self-employed Financial Advisor in the South East region. The ideal candidate will have a strong background in financial planning and be able to build a client bank of around 200, with an average pension pot of £200,000.

The role involves providing holistic financial planning advice, including consolidating pension transfers. Through a thorough approach, this often leads to other areas of financial planning. You should hold a full Level 4 Diploma in Financial Planning or equivalent and CAS status as a Financial Advisor.

As a Financial Services Expert, you can expect to earn an estimated OTE of £80,000+ in your first year, working on a self-employed basis. The role is home-based, with occasional travel to meet clients face-to-face.

About the Role
  1. Work as a self-employed Financial Advisor in the South East region.
  2. Build a client bank of around 200.
Requirements
  1. Full Level 4 Diploma in Financial Planning or equivalent.
  2. CAS status as a Financial Advisor.
What We Offer
  1. Self-employed role with uncapped earnings in Year 1 (estimated OTE: £80,000+).
  2. Home-based role with occasional travel to meet clients.


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