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Job Details

Job Title: Self-employed Adviser

Industry: Financial Planning

Location: West Midlands

Job reference: 12027

Job Description:

Recruit UK are currently working with a reputable and well-established financial planning firm on a self-employed adviser role, in the West Midlands.

This is an excellent opportunity for a self-employed adviser, or a financial planner looking to become a self-employed adviser, that is looking for great overall support with branding, leads, back-office support, local professional introducers in the West Midlands and slick back-office systems.

The company offer whole of market independent holistic advice, offer great service to their clients and retain their clients on a long-term basis. You will have the autonomy to manage your own diary and clients, work either from home or in the brand new offices and begin to build a successful business for yourself as a self-employed adviser.

 

What’s in it for you:

  • Generous splits in your favor, increasing with higher business written (60/40, 65/35 and 80/20)
  • You are not required to pay any FCA fees
  • Excellent lead generation
  • Back office support
  • Ringfencing on all of your clients, both those you initially bring with you (if you do) and those you develop within the role
  • This company have an excellent reach of local professional introducer relationships, so this is also something they can offer to help you build your client bank and network further
  • Flexible home and office working

 

Skills and experience required:

  • Financial Planning/advice experience, ideally in an IFA
  • Level 4 Financial Planning Diploma (CII, LIBF, etc.)
  • Rapport building skills
  • Self-motivated and driven

 

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Advice firm based in the West Midlands on a Self-employed adviser role.

 

Our commitment to you:

  • Start every journey with a conversation to find out about you in-depth.
  • Provide honest feedback on where you fit in the job 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.
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Job Title: Self-employed Adviser

Industry: Financial Planning

Location: West Midlands

Job reference: 12027

Job Description:

Recruit UK are currently working with a reputable and well-established financial planning firm on a self-employed adviser role, in the West Midlands.

This is an excellent opportunity for a self-employed adviser, or a financial planner looking to become a self-employed adviser, that is looking for great overall support with branding, leads, back-office support, local professional introducers in the West Midlands and slick back-office systems.

The company offer whole of market independent holistic advice, offer great service to their clients and retain their clients on a long-term basis. You will have the autonomy to manage your own diary and clients, work either from home or in the brand new offices and begin to build a successful business for yourself as a self-employed adviser.

 

What’s in it for you:

  • Generous splits in your favor, increasing with higher business written (60/40, 65/35 and 80/20)
  • You are not required to pay any FCA fees
  • Excellent lead generation
  • Back office support
  • Ringfencing on all of your clients, both those you initially bring with you (if you do) and those you develop within the role
  • This company have an excellent reach of local professional introducer relationships, so this is also something they can offer to help you build your client bank and network further
  • Flexible home and office working

 

Skills and experience required:

  • Financial Planning/advice experience, ideally in an IFA
  • Level 4 Financial Planning Diploma (CII, LIBF, etc.)
  • Rapport building skills
  • Self-motivated and driven

 

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Advice firm based in the West Midlands on a Self-employed adviser role.

 

Our commitment to you:

  • Start every journey with a conversation to find out about you in-depth.
  • Provide honest feedback on where you fit in the job 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.
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