Self-employed Financial Adviser - London
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Only for registered members London, United Kingdom
1 month ago
* This salary range is an estimation made by beBee
Job summary
Work in one of London's most prestigious financial hubs, serving high-net-worth clients with pre-booked meetings and a direct path to six-figure earnings.
Qualifications
- Minimum 2 years of experience as a Financial Adviser
- Level 4 Diploma in Financial Advice (or equivalent)
- Expertise in Inheritance Tax (IHT) products &solutions
- Proven experience in wealth management & working with HNW clients
- Strong relationship management and business development skills
- Financial Planning and Finance skills
- Retirement Planning expertise
- Experience in Investments and Financial Advisor
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal abilities
- Detail-oriented and organised mindset
- Certifications such as CFP or CFA are a plus
Responsibilities
- Lead Flow: Pre-Booked Appointments Direct to Your Diary
- Client Base: HNW & Ultra-HNW Clients + Existing Client Bank
Skills
- Financial Planning and Finance skills
- Retirement Planning expertise
- Experience in Investments and Financial Advisor
Benefits
- Exclusive HNW Client Base
- Pre-Booked Appointments
- Proven Lead Generation System
- £50K Base + Lucrative Commission
- AI-Powered Compliance & Lead Generation
- Global Training & Networking
- Prestige & Career Growth
- Exclusive Client Events & Networking
- Fast-Track to Senior IFA
- Strong Team Culture
Job description
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