Financial Advisor

This Financial Advisor job in the Harrow area has clients provided and opportunity to build on your career

You will be provided with a book of existing clients plus new enquiries for you to proactively engage with and provide financial planning advice.

In addition, you should look to grow your client bank through obtaining referrals, generating clients through your network, and building introducer relationships.

Furthermore, you will be provided with administration support from their in-house team.

Potential Shares

As a forward thinking business, the Director would potentially consider enabling Financial Advisors to buy into business after a number of years.

Financial Advisor Requirements

• You must hold full Level 4 Diploma in Financial Planning or equivalent
• Ideally, you should have experience as a Financial Advisor
• You should be able to generate some business via your own methods

The Company

This small financial advisory firm based in London is looking to grow their Advisor team through likeminded individuals. The business believes in providing high quality service to clients and building long term relationships

Financial Advisor Benefits

• Self-employed role with OTE of £50,000+
• 80% commission on self-generated business
• 60% commission on company provided leads
• Potential retainer for first 6 months to help whilst building pipeline
• Home based role
• Free training courses to become Chartered

Locations

Harrow

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