Independent Financial Adviser

☞ Tenet Group

View: 108

Update day: 01-06-2024

Location: Sunderland North East

Category: Finance / Bank / Stock Sales

Industry: Banking

Position: Associate

Job type: Full-time

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Job content

Independent Financial Adviser, SunderlandSelf-employed role, OTE £70,000 - £100,000We currently have an exceptional opportunity for an experienced Independent Financial Adviser or to join a long established and extremely successful firm of Financial Advisers.As a self-employed Independent Financial Adviser, you will benefit from client bank, leads and new clients who visit the office. You will be part of a quality focused and forward-thinking team, making this a rare and attractive opportunity.This role is well suited to an experienced Independent Financial Adviser who would like to work autonomously and flexibly but with the support of an adept team of advisers, administrative staff, strong business infrastructure and with a client bank provided. Additionally, you’ll benefit from being part of a loyal and dedicated team who truly support and encourage each other, allowing you to reach your full potential as a Financial Adviser.The company are based in the Sunderland area, and hybrid/home working, and flexibility can be offered.Benefits:
  • You’ll be joining a fun, successful and flexible business with a real ‘family feel’
  • Generous fee splits of 70/30
  • Realistic OTE potential of £70,000 to £100,000 (depending on your experience)
  • Flexible working and work from home options
  • Back-office support
  • Generous holiday entitlement
  • Positive work culture
The Role:You’ll be providing holistic, independent financial advice solutions that meet customers’ protection, investment, and retirement planning needs. You’ll be working with an established client base as well as working to generate additional leads and obtain referrals.The ideal candidate will have a varied finance background with the ability to offer advice on a range of products.About you:You will come to this role with demonstrable experience working as an Independent Financial Adviser, providing holistic financial planning advice, specifically across investments, pensions, retirement planning and protection.You will have the Diploma in Regulated Financial Planning, or an equivalent qualification as well as having recently held Controlled Functions and competent adviser status (CAS), but most importantly, you will be driven to achieve the best outcome for your clients, to establish long standing relationships and to provide an outstanding service at all times.If you are looking for a new role as an Independent Financial Adviser and would like to have access to development opportunities to take your career to the next level, this could be the opportunity you’ve been waiting for.Get in touch for more information or send your CV in application and we’ll get in touch promptly.
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Deadline: 16-07-2024

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