Financial Advisor - West Midlands

  • Location:

    West Midlands

  • Discipline:

    Financial Services

  • Job type:

    Permanent

  • Benefits:

    £95,000 - £250,000 OTE

  • Published:

    18-11-2024

  • Expiry date:

    30-12-2024

  • Reference:

    4464

Our clients, a highly successful Financial Planners, are looking to add to their team with qualified Self Employed Financial Advisors across the UK. Our clients are fully independent and offer whole of market advice in a variety of services including Wealth, Mortgages, Commercial Finance, Employee Benefits and Protection. Due to the size of the business they offer exceptional job security and growth, with a dedicated business development team as well as a strong administrative support team.

This is an opportunity to join an award winning growing team whilst maintaining your own clients.

Working Hours:

  • Home-based position with the option of going into offices which are based around the UK.

Salary package on offer for the role of Financial Advisor

  • £95,000 - £250,000 OTE (Based on your lead conversion and self-generated business)
  • Excellent commission splits
  • Support Administration
  • Business Development Team
  • Training and Development
  • Technical Support
  • Buy Out options with an exit plan
  • Social Events
  • Advisor peer and Mentor support
  • Marketing Campaigns to increase business opportunities.

Requirements for this Self-Employed Financial Adviser role:

  • Diploma Qualified equivalent in Financial Advice.
  • Full UK Driving License.
  • Own client bank (Leads also provided)
  • Ethical and customer-focused approach.

Responsibilities of the Self-Employed Financial Adviser are:

  • Generating business and offering an excellent, bespoke service to those clients with a holistic approach.
  • Effectively selling the company's services across a wide spectrum of financial products.
  • Maintaining positive and profitable long-term relationships with clients in their best interests.
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