Independent Financial Advisor

☞ Brooke Harrison Recruitment

View: 109

Update day: 24-05-2024

Location: Witney South East

Category: Finance / Bank / Stock Sales

Industry: Accounting

Position: Mid-Senior level

Job type: Full-time

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Job content

Independent Financial Advisor.-Nationwide locations (see below) offering employed or self-employed opportunities.* Our client is one of the UKs leading Independent Financial advisory firms with over 30 years of experience and managing over 8bn of client assets.
  • Are you looking to progress your career?
  • Fed up of being in a restricted market background?
  • Would you like to offer your clients an independent Whole of market service?
  • Work under a trusted brand with an excellent reputation within the market? Then look no further! About the role. Our client offers a bespoke Platform to enable you to deliver financial planning and advice. This will enable you to formulate easy to understand financial strategies which will help guild your clients to financial independence! What’s in it for you?
  • Basic Salaries range depending on level of experience and qualifications.
  • Brackets between £50-£58k or £59-£100k.
  • Monthly car Allowance.
  • Uncapped Earning potential.
  • Client portfolios provided. Essential Requirements You must have a Diploma in Regulated Financial Planning (or FCA approved equivalent) maintain CF30 status in accordance with the FCA regulation Have a minimum of 18 months experience as a financial Advisor. Benefits of opting into an Employed position. Financial stability to transition to self-employed if required Support to build your client base and future value Lead generation from our call centre. Ongoing learning and development culture Pragmatic Compliance Support Full marketing hub and client portal Nationwide access to office space End to end in house client journey and back-office support with full DIS, Admin and Para Planning support, with lead generation from our call centre Benefits
  • Loyalty bonus
  • Enhanced maternity & Paternity Pay
  • Equity Shares available
  • Guaranteed future buys out/Exit strategy in the future
  • Pension Scheme Employee Contribution of 4% with an employer contribution of 5%.
  • Death in Service Scheme x6 times your annual salary
  • Health cash plan
  • Annual bonus
  • Christmas Party/ Summer Events
  • 25 days holidays
  • Buy & Sell scheme
  • Additional holidays for length of service What about joining on a self -employed basis ? Additional allocation of clients should you wish to join us as a self-employed adviser End to end client journey back-office support Consultative marketing support Full marketing hub and client portal Lead generation from our call centre based in Birmingham Ongoing learning and development culture Pragmatic Compliance Support Nationwide access to office space End to end in house client journey and back-office support with full DIS, Admin and Para Planning support, with lead generation from our call centre based in Birmingham 100% bonus if your own client. If you would like the opportunity to work with one of the UK’s leading independent financial advisory firms that currently have more than 200 accredited advisers nationwide then apply today
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    Deadline: 08-07-2024

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