Self Employed Adviser
Salary
Self Employed
Location
Wakefield
Job Type
Full Time|Self-employed|Work From Home
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Job Title: Self Employed Adviser
Industry: Financial Advice
Location: Wakefield
Salary: Self Employed
Job Description:
Recruit UK are working on an excellent opportunity for a Self-Employed Adviser in Wakefield to join a leading UK Financial Advice company.
I am working with a leading UK Financial Advice company. My Client prides themselves on providing professional & tailored advice. They are a part of a leading company which gives them access to unique benefits that you may not receive with other organisations.
They have a long-standing heritage of providing specialist financial advice and solutions to High net worth professional clients.
Ongoing growth and development are key factors within their stated objective of being the best in their chosen markets and to support this they are proud to offer leading back-office systems and support so that you can focus your time on delivering the best possible advice.
They now have an opportunity for Self-employed Financial Advisers to join their team, they will support you with both leads and clients and run regular presentations which ensure their lead stream does not run dry.
You will already have a solid commercial background and a proven track record of delivering sound financial advice being qualified to at least Level 4 in financial planning and ideally working towards Chartered status. You will also possess considerable interpersonal skills in order to be effective in helping busy professionals with often complicated financial planning needs.
What’s in it for you:
- A Fantastic split of 80:20
- Full Back office support; Appointment booking, Paraplanning, Administration.
- They will support you with leads & clients.
- Work from home or their offices.
- Invested heavily in their back-office system to ensure it is tailored for ease for advisers use.
- Level 4 Diploma in Financial Planning
- Experience in providing Financial Advice.
- Drivers licence & means of transport.
- Start every journey with a conversation to find out about you in depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.