Company

Eventus LegalSee more

addressAddressLiverpool, Merseyside
type Form of workContract
CategoryLogistics & Warehouse

Job description

Self-Employed Financial Advisers
Top Advisers are banking in excess of £250K per annum

We are representing a reputable and client-focused financial advisory firm in Greater Manchester, committed to providing personalised and holistic financial planning. They specialise in helping individuals and businesses navigate the complexities of wealth management, retirement planning, investment strategies, and financial goal achievement.

Applicants should be an experienced Financial Planner / Financial Planning Consultant / IFA / Independent Financial Adviser. You should have an existing client bank with funds under management.

Position Overview:

  • Our client is seeking motivated and experienced Self-Employed Financial Advisers to join the team. As a self-employed professional, you will operate as an independent contractor within the firm, providing expert financial advice and solutions to clients
  • Full back-office support
  • Business Development and Lead Generation support
  • Marketing strategy support
  • Full compliance support
  • Advice liability and responsibility is covered by the firm
  • Remote working plus office base if/when needed
  • Competitive commission-based compensation (split up to 80% to Adviser)
  • Access to a collaborative and supportive team environment.
  • Opportunities for professional development and training.
  • If you are a self-driven financial professional looking to build your own business within a well-established financial planning firm, we invite you to apply.

Role & Responsibilities:

  • Assisting customers with pension & investment products.
  • Develop a positive relationship with all customers.
  • Respond to customer enquiries & identify the customer’s needs.
  • Act in accordance with current regulatory procedures.

The Ideal Person:

  • You are honest, ethical and always put the needs of your client’s first.
  • You will have the excellent ability to build rapport.
  • You will have exceptional customer service skills.
  • You will be proactive & able to use your initiative.

Next Steps:

For a confidential discussion, and further detail about this Self-Employed Financial Adviser opportunity, please contact Duncan McIlroy at the Eventus Recruitment.

The Eventus Recruitment Group are award-winning recruitment specialists operating in the Legal, HR, Finance and Accountancy sectors across the UK. Please note, the years’ experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.

Refer code: 2775949. Eventus Legal - The previous day - 2024-02-13 08:27

Eventus Legal

Liverpool, Merseyside
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