Self Employed Financial Adviser
Salary
Self Employed
Location
Job Type
Full Time|Self-employed|Work From Home
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Job Title: Self Employed Financial Adviser
Industry: Financial Advice
Location: South Wales
Salary: Self Employed
Reference Number: 14772
Job Description:
Recruit UK are working on an excellent opportunity for a Self-Employed Financial Adviser in South Wales to join an IFA firm.
Our client is a highly regarded and well-established IFA firm based in South Wales who are looking to take on a motivated and experience Self Employed Financial Adviser.
Due to a retiring Adviser, they are able to offer the right candidate a large chunk of business ready for them to work from day one. As a Self-Employed Financial Adviser, you will be responsible for managing your own diary and working in a way that works for you. You will be giving the support to ensure you are able to network and ready new clients and provide existing clients with the best service possible.
This growing firm will provide you with full administration and compliance so that you can concentrate on client needs. They also offer Paraplanning support at a cost, depending on the split that you agree. Their self-employed financial advisers are on a split of 70/30, but this is a flexible figure to be discussed in more depth your you and the firm.
Whilst their office is based in South Wales, just outside of Cardiff, this is a home-based opportunity, so you do not necessarily have to be based near the office.
What’s in it for you, as a Self-Employed Financial Adviser:
- High commission slip, tiered to suit you
- Leads provided
- Networking and Marketing support
- Compliance and administration support
- Paraplanning, should you need it
- An office outside of Cardiff, should you wish to use it
- Diploma in Financial Planning – Essential
- CAS status
- Strong Financial Advice experience
- Client leads or experience building own client bank
- 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.