Remote Financial Advisor

Summary

Join a rapidly expanding wealth management and financial advice firm as a self-employed financial adviser, offering highly competitive payaway rates and an attractive exit package.

Requirements

• Possession of a Level 4 Diploma in Financial Planning (or equivalent) or higher
• Comprehensive knowledge of financial products, markets, and regulations
• Competent Adviser Status (CAS)
• Exceptional communication and interpersonal skills, coupled with the ability to work independently with ease
• Transferable Assets Under Management (AUM)
• Demonstrated track record of income generation
• Strong analytical and sales skills

Benefits

• Highly competitive, performance-reflective commission-based splits
• Access to a substantial list of clients not currently receiving services, offering a significant opportunity for business conversion
• Comprehensive administrative and paraplanning support
• Coverage of all Professional Indemnity Insurance (PII) & Financial Conduct Authority (FCA) fees
• The freedom to work from any location