Are you a driven, self-employed Financial Adviser with experience and expertise in pensions, investments, and protection? Do you have a strong client base and are looking for an opportunity to grow your business with flexibility, support, and competitive earning potential? If so, my clients have an opportunity that will suit you!
Our clients are a forward-thinking financial advisory firm with an established infrastructure designed to support ambitious professionals. Their model allows advisers to thrive in a remote, self-managed capacity while benefiting from a supportive back-office system and lead generation services.
Requirements for the Self-Employed Financial Adviser:
- Level 4 qualified
- A pension transfer specialist or someone who has passed G60/AF4.
- Ability to bring clients with funds totalling over £7 million.
- Expertise in pensions, investments, and protection services.
- Familiarity with Intelliflo (our back-office system) is highly desirable.
- Self-motivated and entrepreneurial
- Proven track record of delivering high-quality financial advice.
- Committed to providing exceptional client service and fostering long-term relationships.
Salary and Benefits on offer:
- Work from home with the freedom to manage your schedule.
- Self Employed
- OTE £40,000 - £100,000 +
- Competitive commission structure
- Paraplanning support is available, with flexible split options based on additional requirements.
- Be based anywhere in the UK while leveraging our systems and support.
- Study support and Training funded
- Strong company culture