Financial Adviser/Wealth Manager - With Orphan Client Bank

Self-Employed Financial Advisers with Top Advisers are banking £200K - £300k per annum

Our client is a reputable and client-focused financial advisory firm committed to providing personalised and holistic financial planning. They specialise in helping individuals and businesses with the complexities of wealth management, retirement planning, investment strategies, and their financial goals.

Successful advisers considering this role should be an experienced Financial Planner / Financial Planning Consultant / IFA / Independent Financial Adviser. Should have an existing client bank with funds under management.

Position Overview:

As a self-employed adviser, you will operate as an independent contractor within the firm, providing expert financial advice and solutions to clients and will receive:

Access to orphan client bank
Full back-office support
Business Development support
Marketing strategy support
Full compliance support
Advice liability and responsibility is covered by the firm
Competitive commission-based compensation (Up to 80% to Adviser split)
Access to a collaborative and supportive team environment
Office based or remote working - or both. Your choice!
Opportunities for professional development and training

Role & Responsibilities:
Assisting customers with pension & investment products.
Develop a positive relationship with all customers.
Respond to customer enquiries & identify the customer’s needs.
Act in accordance with current regulatory procedures.

The Ideal Adviser:
You are honest, ethical and always put the needs of your client’s first.
You will have the excellent ability to build rapport.
You will have exceptional customer service skills.
You will be proactive & able to use your initiative.

For a confidential discussion, and further detail about this Self-Employed Financial Adviser opportunity, please contact us.