Self-Employed Financial Adviser – Empowered with Leads, Paraplanning, and Administrative Support
A forward-thinking wealth management firm is seeking motivated and experienced Financial Advisers to join their team on a self-employed basis. This opportunity offers the perfect balance of autonomy and comprehensive support, enabling advisers to focus on delivering exceptional client outcomes while benefiting from high-quality resources and infrastructure.
The Opportunity
This firm is dedicated to empowering self-employed Financial Advisers by providing a steady flow of qualified leads, expert Paraplanning, and seamless administrative support. Advisers have the freedom to run their practice on their terms while enjoying the backing of an established and client-focused organisation.
What’s on Offer:
- Qualified Leads Provided: Advisers receive warm, high-quality leads through the firm's proven marketing and client acquisition strategies.
- Paraplanning Expertise: A skilled team of Paraplanners ensures technical reports and compliance are handled efficiently, allowing advisers to concentrate on client engagement.
- Dedicated Administrative Support: From managing appointments to document preparation, the firm’s admin team provides seamless support to reduce the operational burden.
- Flexibility and Autonomy: Advisers retain full control of their schedule and client approach while enjoying the benefits of being part of a supportive network.
- Generous Earning Potential: A competitive commission structure with no earning caps provides unlimited potential for growth.
Responsibilities:
- Deliver tailored financial advice across a range of products, including pensions, investments, and protection.
- Build and nurture lasting client relationships, offering ongoing advice to meet evolving needs.
- Stay informed on industry developments and adhere to FCA regulatory standards.
- Collaborate with the in-house support teams to deliver a seamless client experience.
Candidate Requirements:
- FCA-authorised Financial Adviser with a Level 4 Diploma in Financial Planning (or equivalent).
- A proven track record of providing holistic financial advice.
- Strong interpersonal and client relationship management skills.
- An entrepreneurial mindset with the ambition to grow a business.
Why Join This Firm?
This is more than just a self-employed opportunity – it’s a collaboration designed to support long-term success. Advisers will benefit from being part of a progressive firm committed to providing the tools, resources, and environment needed to thrive in today’s competitive market.
Next Steps
Financial Advisers ready to elevate their career with this exceptional opportunity are encouraged to apply. Confidential discussions are welcomed.