Financial Advisor | Independent Financial Advisor
Salary: £, - £, | Un-Capped Earnings
Roles across Scotland
Clients + Leads Provided
An award-winning national Financial Planning and Wealth Management Business looking to grow their Diploma Qualified Financial Advisor | Independent Financial Advisor's across the UK.
A leading provider of financial education in the workplace supported by guidance and advice. The group carries out seminars and webinars every month, educating employees about retirement planning. This in turn creates over 15,+ new leads per year for advisers.
You will be responsible for:
* Conducting fact-find meetings with new and existing clients
* Preparing sound financial plans to ensure clients meet their financial goals
* Generating new business and building introducer relationships
* Building your client book
* Growing your recurring income
* Working from home
* Utilizing a market-leading self-employed contract
* Accessing back-office support
Minimum Requirements:
* Diploma Level 4 Qualified
* 1-year minimum experience as a Financial Advisor
* Experience in offering holistic financial advice
* Proven track record of success and achievement
* Good at business development or looking to build up own client book
* You may have a client book already and need a superior proposition
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