Independent Financial Advisor

1 week ago


Leeds, United Kingdom Brook Street Full time

As a Financial Advisor your responsibilities will include
- Building relationships with potential clients as well as strengthening relationships with existing clients
- Ensuring high levels of client care
- Consistently reviewing existing client's situation in order to find the best financial solutions
- Constructing, effective, realistic and compliant financial solutions for clients to assist them with achieving their financial goals
- Keep up to date with new financial products, services and changes in the law
- Build a trusted personal brand
- Experienced financial advisor with a portfolio of clients
- Fully qualified Level 4 diploma in financial advising with chartership or working towards it being a plus
- Self-reliant, comfortable finding and onboarding clients and building strong business relationship
- Strong understanding of industry and market
- Ability to offer high level service to clients

In return for your services you will receive a competitive margin along with access to industry leading financial products, marketing material, client portal and compliance. The role offers you the opportunity to build a personal brand under the umbrellaof a recognised and trusted financial advisory firm. The role would offer fully remote working.



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