- You should have 2+ years' experience as a Financial Adviser with full Level 4 Diploma in financial planning
- You should hold CAS as a Financial Adviser
- You should have your own clients or methods to generate new business
- You must be an advocate of technology and happy to lean into the benefits offered
- Self-employed role with uncapped OTE (circa £60,000 - £100,000)
- 80% on self-generation and 50% on company leads
- No fees (PI, FCA, FSCS all included) and no network deductions
- Remote based role
- AR option available for individuals looking to build their own brand
-
Financial Adviser
2 weeks ago
Idex Birmingham, United KingdomExcellent career opportunity for a dynamic, client focused Financial Adviser with access to mass affluent and HNW clients. · **About our client** · A wealth advisory firm require a Financial Adviser to develop and service existing HNW clients. · My client is an ambitious UK Wealt ...
-
Financial Adviser
3 weeks ago
Clever-HR Birmingham, United KingdomOur client, a well-established and successful Wealth Management practice that delivers comprehensive and holistic advice to both private and corporate clients, are looking for an experienced and enthusiastic Financial Adviser to join the team. · Due to their strong focus on devel ...
-
Financial Adviser
1 week ago
Idex Birmingham, United KingdomExcellent career opportunity for a dynamic, client focused Financial Adviser with access to mass affluent and HNW clients. · **About our client** · A wealth advisory firm require a Financial Adviser to develop and service existing HNW clients. · My client is an ambitious UK Wealt ...
-
Financial Adviser
4 days ago
eFinancialCareers Birmingham, United KingdomAt M&G our purpose is **to **help people manage and grow their savings and investments, responsibly.** As a business, we are continuing to take steps towards a sustainable future, delivering better long-term solutions for our customers and clientsand identifying new opportunities ...
-
Financial Adviser
1 week ago
Idex Birmingham, United KingdomWe are working with a financial and investment business in the west midlands who due to an acquisition are now looking to recruit an additional Financial Planner to inherit an existing client bank. · This company can offer a highly competitive basic with bonus and a number of oth ...
-
Financial Adviser
1 day ago
IDEX Consulting Ltd Birmingham, United KingdomWe are working with a financial and investment business in the west midlands who due to an acquisition are now looking to recruit an additional Financial Planner to inherit an existing client bank. · This company can offer a highly competitive basic with bonus and a number of oth ...
-
Financial Adviser
11 hours ago
F S People West Midlands (Region), United KingdomOur client are a global company established in the 1970's and now present in Europe, Middle East, Asia & Australasia as well as having multiple offices in the United States. Originally dealing with corporate finances and asset management, the company movedin to the Private Wealth ...
-
Financial Adviser
2 weeks ago
AMG Search West Bromwich, United KingdomAMG Search is currently looking for a Punjabi speaking Independent Financial Adviser to join a highly respected and forward-thinking Financial Services organisation. · - As an Independent Financial Adviser you will join a highly successful team that provides clients with financia ...
-
Financial Adviser, Birmingham
2 weeks ago
CleverHR Birmingham, United Kingdom**Financial Adviser - Birmingham** · **Salary: £55,000 DoE + Bonus and Benefits + Clients** · We are delighted to be working with this Wealth Management Midlands based firm that offers a personal and discreet financial planning service that aims to deliver integrated holistic adv ...
-
Independent Financial Adviser
2 weeks ago
Truestar Talent Ltd Birmingham, United Kingdom**Are you looking for an exciting new career in 2023** · **Will your new career offer you** · - **An established client base of High-Net-Worth Clients**: · - **Opportunity to work remotely**: · - **The opportunity to grow and progress your career.** · The successful applicant for ...
-
Remote Financial Adviser
3 weeks ago
Finlink Ltd Birmingham, United KingdomAn excellent opportunity to join an IFA firm in a period of growth as a Financial Advisor, working remotely. The firm are looking for those with financial planning experience and who are interested to grow a client bank in their area. · This company are an independent financial a ...
-
Independent Financial Adviser
4 days ago
AMG Search Birmingham, United Kingdom**AMG Search is currently looking for an IFA to join a leading national IFA organisation.** · - As an IFA you will provide a financial planning and wealth management advice to a quality client bank that will be allocated to you. · - You will provide advice in pensions, investment ...
-
Financial Adviser Support
1 week ago
Wesleyan Birmingham, United Kingdom**Role Summary: · - **Fixed Term Contract** for up to 2 years · - **Up to £47,000** per annum _- Plus benefits detailed below_ · - Birmingham Based (1-2 days per week); **hybrid working** · **Who are We?** · We specialise in providing financial services to some of the nation's mo ...
-
Financial Adviser
3 weeks ago
Recruit UK Sutton, United Kingdom**Job Title**: Financial Adviser · **Industry**: Financial advice · **Location**:Sutton · **Salary**: Basic salary of up to £85,000 (OTE £100k+) · **Job Reference**:8995 · Recruit UK is working on an excellent opportunity for an experienced and technical Financial Adviser to join ...
-
Financial Adviser
2 weeks ago
Jigsaw Recruitment Dudley, United KingdomJob Reference: · - Date Posted: 17 May 2023 · - Recruiter: Jigsaw Recruitment · - Location: Dudley · - Salary: £24,000 to £45,000 · - Sector: Financial Services, Insurance, Sales · - Job Type: Permanent · - Contact: Gavin Meakings · - Telephone: · **Financial Adviser: Home base ...
-
Financial Adviser
2 weeks ago
Jigsaw Recruitment Dudley, United KingdomJob Reference: · - Date Posted: 10 June 2023 · - Recruiter: Jigsaw Recruitment · - Location: Dudley · - Salary: £24,000 to £45,000 · - Sector: Financial Services, Insurance, Sales · - Job Type: Permanent · - Contact: Gavin Meakings · - Telephone: · **Financial Adviser: Home bas ...
-
Financial Adviser
1 week ago
Idex Solihull, United KingdomAre you a qualified Financial Adviser / Planner and still in the early stages of your career? · Or maybe, you are a Parpalanner, have completed your exams and wish to become a Financial Planner? · Would you be open to discussing an opportunity where you will be part of profession ...
-
Financial Adviser, Birmingham, Up to
3 weeks ago
Thomas Brown T/A TABrown Consultancy Birmingham, United Kingdom**Role: Financial Adviser** · **Location: Birmingham** · **Package: Up to £50,000 Basic Salary + Bonus + Benefits + Clients Provided** · Our client, a well-established and successful wealth management firm that delivers comprehensive and holistic advice to both private and corpor ...
-
Financial Capability Adviser
1 week ago
Citizens Advice Sandwell, United Kingdom**Position**: Financial Capability Adviser · **Location**: Sandwell and Walsall · **Closing date**: 16 November 2023 · **Role details**: · Job title: Financial Capability Adviser · Location: Sandwell and Walsall · **Salary**: £21,362 · Salary pro rata: No · Hours per week: 37 (pa ...
-
Financial Adviser
1 week ago
Jigsaw Recruitment Bromsgrove, United Kingdom**Financial Adviser: Home based position covering Bromsgrove, West Midlands£45,000 to £85,000 with excellent benefits that include a company car** · Jigsaw Recruitment is pleased to be working with this leading name within the Financial Services industry. Our client is looking to ...
Financial Adviser - Birmingham, United Kingdom - Premier Jobs UK Limited
Description
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc. You own any clients you self-generate. On self-generated business, you receive 80%, with no fees and no network deductions (due to being a DA firm).
Alongside self-generated business, you will have the option to opt into receiving leads generated by the company. Their leads are pre-qualified with the client booking a time convenient for them and them already completing a fact-find. This successful setup enables them to have a 40% - 55% conversion rate from first appointment to written business.
Naturally, the firm are advocates of technology, enabling greater efficiency within the business. You will benefit from their systems which pre-populate forms, reviews, integrate directly to Zoom and automatically chase outstanding LOAs. However, you will also have support from their Administrators and Paraplanners where a personal touch is needed. Their current Financial Advisers are seeing significant reductions in time spent on administrative tasks, freeing them up to write plentiful new business.
Alongside the traditional financial advice, the business also has 2 excellent tools for you to use. Firstly, they have a free, no obligation financial health check, that is an excellent tool for you to use when approaching corporate companies and accountants, to enable individuals to check their own financial situation. Approximately, 45% of their health check users book a client meeting, making it a fantastic lead generation tool for you
In addition, they have a virtual advice tool, ideal for clients looking to invest circa less than £50k or make less than £500pm contributions, which normally get overlooked With the virtual advice tool, clients benefit from financial advice (not robo), with low input required from you.
Financial Adviser Requirements
The Company
This leading, fintech firm is rapidly growing and becoming a recognised name providing financial advice to call. The business provides advice on pensions, protection, investment and mortgage advice, alongside their digital service aimed at helping clients who are often overlooked.
Financial Adviser Benefits
Location
Nationwide
Financial Adviser professionals in Birmingham
-
Richard Webber
Global HR Operations specialist
-
Shehbaz Aslam
Trade officer
-
Adil Hussain
Large Project Experience
-
FARHANA AHMED
Psychology Graduate