Address
Form of work
Salary- Basic salary circa £60k.
- Uncapped earning potential with fee / commission structure.
- Remote based or enjoy working from a centrally located Midlands HQ.
- Join an esteemed name in the financial services sector, which offers you full support.
- Enjoy the flexibility that being self-employed brings you.
- Benefit from the resources (marketing, admin, compliance) of an established brand.
- Opportunity to transition into a fully employed role if you wish in the future.
- Rewarding blend of investment options, financial planning & retirement planning.
- Focus on long term trusted client relationships working with diverse portfolio of clients.
- Ongoing training, and professional development.
Core responsibilities will include these broad areas:
- Client Consultations.
- Investment Planning.
- Financial Planning.
- Compliance and Regulatory Responsibilities.
- Business Development.
Expected Qualifications, Skills & Experience:
- Hold relevant financial qualifications, such as the Diploma in Financial Planning or equivalent.
- Possess a valid and current Statement of Professional Standing (SPS).
- Have proven experience as a Financial Advisor with a strong track record of success.
- Have excellent knowledge of financial products, markets, and regulatory requirements.
- Possess strong interpersonal and communication skills.
- Be self-motivated, driven, and capable of working independently.
- Demonstrate the ability to build and maintain client relationships.
