Remote Financial Advisor

Summary

Join Our Team: If you are a dedicated financial adviser looking to grow your career and make a significant impact on clients' financial well-being, we would love to hear from you. Join us in our mission to provide top-notch financial advice and expand our reach in the wealth management industry.

Requirements

• Possess Transferable Assets Under Management (AUM)
• Have a demonstrated track record of income generation
• Have strong analytical and sales skills

Responsibilities

• Possess a Level 4 Diploma in Financial Planning (or equivalent) or higher
• Have comprehensive knowledge of financial products, markets, and regulations
• Be Competent Adviser Status (CAS)
• Have exceptional communication and interpersonal skills
• Work independently with ease

Benefits

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