An excellent opportunity to join an established, smaller sized Wealth advisory firm who are based in London. They are a Whole of Market advisory firm who are directly authorised.
The firm is a supportive and established business who are looking to take on a self-employed broker to create a mortgage arm within their wealth advice business. They will work together with the director to create a proposition and have equal say in systems, processes, marketing, etc. The role is offered on a self-employed basis and will involve providing mortgage and protection advice to both your clients as well as theirs.
The business can provide leads but also wants those who are already somewhat established. They are also open to helping take on Mortgage Brokers who are level 4 qualified in financial advice and train them to take that step into being a CAS financial advisor.
The Role:
- Work anywhere in the UK as the role is fully remote with no office visits required
- Working on a self-employed basis, controlling when and how you work
- The firm can provide leads from their wealth clients
- Full administration and compliance support provided at no extra cost
- Support, guidance and training offered
Earnings and costs
- A split of 75% on all income received
- No monthly costs
Essential Skills and Qualifications:
- The business is looking for an experienced advisors who can bring clients with them
- CAS and broking experience required
If this sounds of interest, please apply now!