Offer summary

Qualifications:

Level 4 Diploma in Financial Planning or higher, with aspirations for Chartered Financial Planner status., Comprehensive knowledge of financial products, markets, and regulations., Possession of Competent Adviser Status (CAS)., Strong communication, interpersonal, analytical, and sales skills..

Key responsibilities:

Manage and expand the existing client base by converting unserved clients into ongoing clients.

Provide financial advice and services to clients remotely or in person.

Achieve income targets through effective client engagement and sales.

Work independently with administrative and paraplanning support.

Job description

Highest Payaway Rate for Self-Employed Financial Advisers

A rapidly expanding wealth management and financial advice firm is seeking to hire several financial advisers on a self-employed basis, offering highly competitive payaway rates. This initiative aims to manage and expand our existing client base. Currently, we have over 2,000 clients who are not receiving our ongoing services. We are in search of advisers who will join our team and assist in converting these individuals into ongoing clients.

Requirements:

• Possession of a Level 4 Diploma in Financial Planning (or equivalent) or higher, with aspirations towards achieving the prestigious Chartered Financial Planner status.

• Comprehensive knowledge of financial products, markets, and regulations.

• Competent Adviser Status (CAS).

• Exceptional communication and interpersonal skills, coupled with the ability to work independently with ease.

• Transferable Assets Under Management (AUM) is highly advantageous.

• Demonstrated track record of income generation.

• Strong analytical and sales skills.

Our Offer:

• Highly competitive, performance-reflective commission-based splits.

• Access to a substantial list of clients not currently receiving services, offering a significant opportunity for business conversion.

• Comprehensive administrative and paraplanning support, along with coverage of all Professional Indemnity Insurance (PII) & Financial Conduct Authority (FCA) fees.

• The freedom to work from any location.

Required profile