Financial Adviser

1 day ago

Chester, Cheshire, United Kingdom Maple Leaf Financial Services Ltd Full time

This Financial Adviser opportunity is with a predominantly mortgage focused business, you would have the opportunity to work closely with the Mortgage Advisers for wealth leads and build on the existing pipeline.

You will need to have a passion for outstanding financial advice and value exceptional customer service. On joining the business, you will take over a small bank of clients with funds under management and work to grow your wealth business within the firm.

With a flow of pre-qualified mortgage leads provided, access to admin support and the ability to work flexibly, you can take your career to the next level.

The benefits:

  • Pre-qualified leads:
    Access to pre-qualified leads, combining both existing and new business opportunities.
  • Part of a well-respected firm:
    With a longstanding reputation in the industry.
  • Competitive commission:
    Earn a generous 70% commission split on self-generated business and 50% split on leads provided.
  • Self-employed opportunity:
    Benefit from the freedom and flexibility of a self-employed role.
  • High street office:
    with hybrid working available.
  • No monthly costs:
    Enjoy the peace of mind knowing there are no monthly costs associated with this opportunity.
  • Administrative support:
    Once you achieve good business levels, administrative support will be available.

Your responsibilities will include:

  • Engaging with clients to understand their circumstances and requirements.
  • Provide expert financial advice and outstanding customer service to a wide range of clients.
  • Build and maintain strong relationships with clients to continue to grow referrals and increase business.

What will you need to succeed?

  • DipFA Level 4 or equivalent qualification.
  • Experience giving financial advice, but we can consider those coming from a mortgage advice background if there is an interest in developing into wealth.
  • Customer service focused.
  • Based in or around Chester or the Northwest.

Maple Leaf Financial Services Limited is part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees so is somewhat of a democracy. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.

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