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Self Employed Financial Advisor

Role overview

Qualifications

  • Minimum two years' experience as a Financial Advisor
  • Ability to bring an existing client bank
  • Located within one hour of Harrogate
  • Experience within a Managing Partner Practice environment

Responsibilities

  • Manage own client relationships and diary
  • Utilize provided client bank
  • Collaborate with experienced advisors and a paraplanning team
  • Contribute to the practice's continued expansion

Key facts

Hard skills

Other skills

  • Collaboration

About the company

Premier Jobs UK logo

Premier Jobs UK

  • Financial Services
  • Startup
  • 11–50
Welcome to the company profile for Premier Jobs UK on LinkedIn. Premier Jobs UK is dedicated to providing the highest standards of quality in recruitment search and selection for the financial services and banking industry. Our Key Areas include: Regulated Financial Sales Investment Consultants Mortgage Advisors Training Personnel Compliance Officers Sales Management Banking Administration Estate Agency Telesales General Insurance Sales Directors Our unique face to face and comprehensive approach through our nationwide network of experienced financial services consultants will give candidates an honest and open evaluation of their strengths and weaknesses, identifying suitable company vacancies from the market place to best meet their career aspirations as well as help preparing candidates for job assessment through our unique personal career training and development process. Premier Jobs UK act as preferred recruiters for many of the major financial services companies and high street banks across the UK from new trainee to director level. All information is treated in the strictest confidence.

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Job description

Are you an experienced Self Employed Financial Advisor looking for your next opportunity with a supportive and successful wealth management firm? This Self Employed Financial Advisor job offers the autonomy you value alongside the backing of an established practice.

Our client is a thriving Managing Partner Practice with a strong track record of success. They're seeking a Self Employed Financial Advisor to join their growing team and contribute to their continued expansion. This Self Employed Financial Advisor role provides you with the flexibility to work from home whilst having access to excellent office facilities in Harrogate should you wish to use them.

As a Self Employed Financial Advisor, you'll benefit from:

• The freedom to manage your own client relationships and diary
• Access to a bank of clients provided by the practice
• Support from experienced advisors and a dedicated paraplanning team
• A professional, collaborative culture where staff development is highly valued
• The flexibility of home-based working with office space available when needed

The practice has built an excellent reputation and maintains a strong support infrastructure, including multiple paraplanners who work directly with advisors to ensure seamless client service delivery.

Self Employed Financial Advisor Requirements

Essential:
• Minimum two years' experience as a Financial Advisor
• Ability to bring an existing client bank
• Located within one hour of Harrogate

Desirable:
• Experience within a Managing Partner Practice environment

The Company

Our client is a well-established and successful Managing Partner Practice known for their supportive culture and commitment to staff development. With multiple experienced advisors and a strong support team, they've created an environment where professionals thrive and clients receive exceptional service.

Self Employed Financial Advisor Benefits

• Self-employed arrangement with flexible terms
• Home-based working with office facilities available in Harrogate
• Access to provided client bank
• Support from dedicated paraplanning team
• Collaborative working environment

Location

This role is nationwide role, with flexibility to work from the Harrogate office when required. 

If you're an experienced Self Employed Financial Advisor ready to take the next step in your career with a supportive and successful practice, we'd love to hear from you. Apply today to find out more about this exciting opportunity.

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

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