Financial Advisor
3 days ago
**Position Overview**:
We are seeking a Fully Independent Financial Advisor to join our team on a self employed basis. As a Financial Advisor, you will play a vital role in providing comprehensive financial planning and guidance to our clients. Your expertise will contribute to the growth of our business and the financial well-being of our clients.
**Responsibilities**:
- Offer expert financial advice and guidance to clients to help them achieve their financial goals.
- Conduct thorough assessments of clients' financial situations, including their income, assets, expenses, and future goals.
- Develop personalized financial plans that encompass investment strategies, retirement planning, tax considerations, and risk management.
- Stay up-to-date with market trends, investment products, and financial regulations to provide accurate and relevant advice.
- Build and maintain strong relationships with clients, ensuring trust and open communication.
- Collaborate with other team members and leadership to contribute to the company's growth and success.
- Participate in quarterly meetings and training sessions to enhance your skills and knowledge.
- Provide clients with exceptional customer service, addressing their concerns and queries promptly.
**Qualifications and Characteristics**:
- Self-motivated and driven to excel in a fast-paced environment.
- Excellent interpersonal skills and the ability to connect with clients of diverse backgrounds.
- Strong communication skills to convey complex financial concepts in a clear and understandable manner.
- Detail-oriented and analytical, with a keen eye for financial data and trends.
- Able to work independently and as part of a team to achieve company objectives.
**Compensation and Benefits**:
- Competitive Pay structure based on performance, with percentages ranging from 69% to 79% of earnings.
- Quarterly payment of the 1% bonus, encouraging consistent performance.
- Flexible working hours and no set targets, allowing for work-life balance.
- Access to a shared work area with essential amenities, including all necessary equipment
- Supportive office environment with bookable interview rooms and access to leadership.
- Comprehensive office facilities, including printers, scanners, kitchen amenities, and more.
- Membership in professional organizations and compliance support to enhance professional growth.
- Professional Indemnity Insurance excess coverage provided.
- Access to research tools, including industry-standard resources.
- Corporate events, direct involvement in shaping the company's future, and opportunities for growth.
- Support in lead generation and networking, with fair distribution of leads.
- Outsourced Paraplanning & Research support for efficient client service.
- Dedicated help and support across all aspects of your business to facilitate growth.
- Commitment to constant improvement, ensuring excellent service to clients.
**Why Choose Us**:
At our company, we prioritize transparency, honesty, and support for both our advisers and clients. By putting our staff and clients first, we create a positive work environment that encourages success. Our mission is to attract and retain quality advisers to ensure the best outcomes for our clients.
**Job Type**: Freelance
**Salary**: From £40,000.00 per year
**Benefits**:
- Company events
- Flexitime
- Work from home
Schedule:
- Flexitime
Supplemental pay types:
- Commission pay
- Quarterly bonus
Work Location: In person
Reference ID: FASE
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