Financial Advisors

Summary

Join a rapidly expanding wealth management firm as a self-employed financial adviser and enjoy highly competitive payaway rates. This role focuses on converting existing clients (over 2,000) into ongoing service relationships. The firm provides comprehensive support, including administrative assistance, paraplanning, and coverage of insurance and regulatory fees. Advisers will work independently, managing their own time and location. This opportunity is ideal for experienced financial professionals seeking a lucrative, flexible, and supportive environment.

Requirements

• Possess a Level 4 Diploma in Financial Planning (or equivalent) or higher, with aspirations towards achieving the prestigious Chartered Financial Planner status
• Have comprehensive knowledge of financial products, markets, and regulations
• Hold Competent Adviser Status (CAS)
• Demonstrate exceptional communication and interpersonal skills, coupled with the ability to work independently with ease
• Show a demonstrated track record of income generation
• Possess strong analytical and sales skills

Preferred Qualifications

Have transferable Assets Under Management (AUM)

Benefits

• Receive highly competitive, performance-reflective commission-based splits
• Gain access to a substantial list of clients not currently receiving services, offering a significant opportunity for business conversion
• Receive comprehensive administrative and paraplanning support, along with coverage of all Professional Indemnity Insurance (PII) & Financial Conduct Authority (FCA) fees
• Enjoy the freedom to work from any location