About the Role
Self Employed Financial Advisor job offering an outstanding platform to grow your client bank
If you are an ambitious Financial Advisor looking for a place to genuinely build and scale your business with high quality support, this opportunity could offer exactly the environment you need.
You will be joining a forward thinking wealth management firm that believes self employed Advisors should have the freedom to develop their own client relationships while still benefiting from robust infrastructure. Their model combines the independence of self employment with the reassurance of having a full support function behind you.
Financial Advisors here can access marketing activity, warm client opportunities, introducer relationships and referrals from wider business activity. Alongside this, the firm actively encourages Advisors to self generate and fully rewards those who do so. Self-generated client ownership remains with you, and an exit solution is available for when you are ready to retire or sell your book.
You will benefit from dedicated paraplanning and administrative support, plus access to specialist technical guidance for more complex cases. Their investment proposition includes a discretionary offering to support clients with bespoke needs, giving you a well rounded toolkit to deliver quality advice.
This is an excellent home for Financial Advisors who want to produce new business, grow long term recurring income and be part of a professional, stable environment that is investing heavily in its adviser community.
Self Employed Financial Advisor Requirements
Essential - Level 4 Diploma in Regulated Financial Planning or equivalent
Essential - existing CAS status or ability to regain CAS quickly
Essential - experience providing regulated financial advice within the UK market
Desirable - experience of generating new business or bringing a part client bank
Desirable - experience using modern CRM or financial planning systems
The Company
A well established and financially strong wealth management business offering national coverage. The firm continues to invest in adviser growth, support functions and office infrastructure, creating a stable and well resourced environment for both employed and self employed advisers.
Self Employed Financial Advisor Benefits
Self employed arrangement with OTE often exceeding £100,000
Rewards for self generated clients
Full marketing, paraplanning and administration support included
Ability to work remotely with access to regional offices for meetings
Exit strategy available with competitive buyout terms
Location
This opportunity is open to Financial Advisors across the UK.
If you are a driven Financial Advisor seeking independence with excellent support, click apply.
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