Financial Planner, Self-Employed

Financial Planner (Wealth and Mortgage) (Leads Provided)

Preston and North West

OTE £70,000 - £100,000

Are you a Financial Adviser with strong Mortgage and Protection experience and are keen to join a thriving boutique business with opportunities for long term development, quality leads and genuine opportunities to grow your career and reach your potential?

This is a newly created role, for a well-established, quality focused Financial Advice business with a strong reputation in the local area. This role has arisen due to continued organic growth, and, as such, you will be part of a flourishing team, with dedicated support provided by an award-winning network.

This role offers a unique opportunity to be a self-employed Holistic Financial Adviser, with generous commission splits and an incredibly rich source of leads to be capitalised upon.

If you are a talented and enthusiastic Financial Planner who puts the clients’ needs at the heart of everything you do and are truly passionate about exceeding expectations and delivering great customer outcomes, then this may be the role you have been looking for!

What’s involved in the role:

• You will be responsible for managing client enquiries and the advice process.
• Following up on leads promptly and maximising opportunities to convert referrals from negotiators in estate agencies across the area.
• You will benefit from both flexible working options and ongoing training and development.
• Giving quality advice for clients on their pensions, investments, and ensuring their financial goals for the future are achieved.
• Giving bespoke, in-depth advice based on individual customers’ protection needs, investment and pension requirements and their specific circumstances.
• You will be building and nourishing relationships with clients who really value a quality service.
• You will be provided with a steady flow of leads from a combination of an existing client base, organic referrals, and will also be supported to undertake pro-active business development and advertising to generate your own leads.
• You will be responsible for booking appointments, fact finding, research and recommendation and building outstanding client rapport to generate future business.
• You will have access to whole of market mortgage advice offering and will be responsible for cases from start to finish.

This opportunity will suit a pro-active holistic Financial Planner who is able to build lasting relationships based on trust. You must be self-motivated and confident to work independently on a self-employed basis.

We can consider experienced Financial Advisers at all levels, and you will receive a generous share of commission and will have earning potential that is totally uncapped.

If you’re looking for an opportunity in which you can really grow and can help shape the future of business, including potentially become a shareholder- this is an opportunity not to be missed.

If you are a qualified and experienced Financial Adviser who wants to work for a modern, forward-thinking and flourishing business, please get in touch to discuss further. We would love to hear from you and all conversations take place in the strictest confidence.

Synonyms: Financial Planning, Financial Adviser, Financial Planner, Mortgages, Mortgage Advice, Financial Services, Self Employed, Protection Advice, Protection Adviser, Insurance Adviser, Mortgage Broker, Mortgage Consultant, Financial Services Practitioner, Pensions, Investment, Holistic Financial Planning. Wealth Adviser