At a Glance
- Tasks: Build and scale your own client bank while receiving top-notch support.
- Company: Forward-thinking wealth management firm focused on advisor independence.
- Benefits: Earn over £100,000 OTE, work remotely, and access regional offices.
- Other info: Opportunity for long-term recurring income and a solid exit solution.
- Why this job: Join a supportive environment that invests in your growth and success.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and UK financial advice experience.
The predicted salary is between 60000 - 100000 £ per year.
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. Self-generated client ownership remains with you, and an exit solution is available for when you are ready to retire or sell your book.
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 - 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 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
- Ability to work remotely with access to regional offices for meetings
This opportunity is open to Financial Advisors across the UK. If you are a driven Financial Advisor seeking independence with excellent support, click apply.
Financial Advisor (Investments / Pensions) (Permanent) in Birmingham employer: Premier Jobs UK Limited
Join a forward-thinking wealth management firm that empowers Financial Advisors to build and scale their businesses with unparalleled support. Enjoy the freedom of self-employment while benefiting from robust infrastructure, marketing activities, and warm client opportunities, all within a professional and stable environment dedicated to your growth. With a focus on long-term recurring income and a commitment to investing in its adviser community, this is an exceptional opportunity for ambitious Financial Advisors across the UK.
