Financial Adviser

Heat Recruitment

View: 106

Update day: 01-10-2024

Location: Kingswinford West Midlands

Category: Finance / Bank / Stock Sales

Industry: Staffing Recruiting

Position: Mid-Senior level

Job type: Full-time

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Job content

Self-Employed Financial Adviser Opportunity

Are you a dedicated and experienced financial adviser seeking a rewarding and flexible opportunity? Look no further than this opportunity– an innovative and client-focused financial advisory firm that values its advisers as integral partners in its mission to provide outstanding financial services.

What This Firm Does For You

The firm understand the importance of a supportive and empowering work environment. There is a progressive remuneration scheme directly linked to income and you will have the opportunity to take home up to 80% of the business you write.

They also offer comprehensive benefits and resources to ensure your success as a self-employed financial adviser
  • Flexibility: Enjoy completely flexible working hours with no rigid targets, giving you the autonomy to manage your schedule effectively.
  • Office Facilities: Access the modern offices equipped with amenities, including bookable interview rooms, a shared work area with desk, chair, phone, monitor, keyboard, and mouse, ensuring your comfort and productivity.
  • Director Availability: Benefit from daily access to the directors, allowing you to engage in discussions, seek guidance, and share insights.
  • Membership and Compliance Support: Enjoy Three Sixty membership and compliance support, ensuring you stay up-to-date with industry regulations and standards.
  • Insurance Coverage: Your Adviser Professional Indemnity Insurance excess is covered, providing peace of mind.
  • Technology Resources: Utilise Intelligent Office with Amazon Web Storage, and access the Company Dropbox with templates and client-facing documents.
  • Research Tools: Benefit from free access to research tools such as Assureweb research, Selectapension research, DeFaqto Engage, FE Analytics, and CashCalc.
  • Corporate Events: Participate in engaging corporate events that foster networking and professional growth.
  • Influence and Input: Contribute directly to the future of the company through your insights and suggestions.
  • Continuity and Succession: Engage with our succession plan designed to maintain continuity and provide stability to the company.
  • Leads and Appointments: Enjoy paid leads/appointments and fair distribution of company-generated leads, with the possibility of considering networking costs.
  • Support Services: Access outsourced paraplanning and research support, ensuring you have the resources needed to provide top-notch advice to clients.
  • Comprehensive Business Support: Receive assistance and guidance across all aspects of your business to help you thrive.
  • Commitment to Improvement: Join a team dedicated to continuous improvement, ensuring the best possible outcomes for both clients and advisers.
The business believe that by supporting and empowering their advisers, they can achieve exceptional results for their clients.

If you are an accomplished financial adviser seeking a dynamic and fulfilling opportunity, we invite you to join our team at apply.

What next?

Apply today to be considered for this Financial Adviser opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Synonyms: Financial Planner, Financial Advisor, Financial Consultant, Wealth Manager. Financial adviser, Wealth Planner, IFA, financial planning, wealth management, wealth consultant, DipPFS, DipFA, CII, CISI, LIBF
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Deadline: 15-11-2024

Click to apply for free candidate

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