Self-employed Adviser
Salary
Location
Job Type
Self-employed|Work From Home
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Job Title: Self-employed Adviser
Industry: Financial Planning
Location: West Midlands
Job Reference: 14748
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 a self-employed opportunity that can offer really comprehensive and excellent support. This company offer whole of market independent financial advice and can offer a brilliant level of assistance to develop you as an adviser and your FUM.
This support includes business development, paraplanners and back-office support, client managers, branding, leads, potential clients and much more. As well as professional introducer and networking assistance.
If you are looking for a new challenge and opportunity, to really establish yourself as a self-employed adviser with the right support, then contact me today to find out more or click apply.
What’s in it for you:
- Generous splits, dependent on how the client is sourced (i.e. via business development or clients allocated for you to service)
- Excellent and very comprehensive all-round support
- Support includes business development, client managers, full back office support, leads provided and potential clients for you to service dependent on your location
- Further support is offered around marketing, branding, PI and office costs covered as well as assistance with networking and professional introducer relationship development
- Flexible home or office working
- Well-reputable and established company for you to join the West Midlands
- Previous track record of advisers joining and now writing six figures
- Ringfencing on all of your clients, both those you initially bring with you (if you do) and those you develop within the role
- Financial Planning/advice experience, ideally in an IFA or Wealth Management company
- Level 4 Financial Planning Diploma (CII, LIBF, etc.) is a minimum entry-level requirement
- Ability to business develop and network
- Those able to prioritise their own workload and are self-motivated
- 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.