Financial Advisor

Self Employed Financial Advisor

Remote

Based in London

Up to £150,000

This role is best suited to those advisers with at least 1 year of providing financial advice, who want to provide whole of market advice, where the processes are streamlined, the set up provides a modern easy to use experience for their clients, providing you with more time to secure higher earnings on a self-employed or AR basis.

The Business

This modern, independent Financial advisory firm is a forward-thinking institution with award winning technology for advisors like you. They are growing year on year, have a number of advisers working with them, where they can work on either an appointed representative and self-employed route (includes leads), either way with great commission packages. As part of the commission splits, they provide access to paraplanning, administration and compliance support, and the FCA fees, professional indemnity cover are included.

The Role

As an adviser you will be in control of your day to day running, able to focus on developing your own client bank due to the administration, paraplanning and general support provided from the business. For those who go down the self-employed route the business will also provide leads helping you to grow your client bank further. Ultimately, through the businesses systems, you’ll have simple processes and support to allow you to provide the best care possible for your clients and to grow your client bank.

Benefits

• 80%/20% revenue and commission split.
• 50%/50% revenue split on leads provided (leads not provided via AR Route)
• Remote working

If this interests you, then the next step is to apply. Just attach your CV along with your basic contact details, we’ll be in touch!

Synonyms

Financial adviser, financial planner