Independent Financial Advisor - Edinburgh, United Kingdom - Independent Resourcing Consultancy

Independent Resourcing Consultancy

Verified Company

Edinburgh, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Independent Financial Advisor:

Job Reference:

Date Posted: 14 June 2023

Recruiter: Independent Resourcing Consultancy
Location: Edinburgh
Remote Working: Some remote working possible
Salary: On Application
Bonus/Benefits: Negotiable DOE
Sector: Financial Advisers
Job Type: Selfemployed, Employed
Contact: Eamon Behan
Telephone:

Our client is one of the UK's leading independent financial advisory firms. They are currently recruiting for an experienced Independent Financial Advisor to join their team in Edinburgh. The role comes with an existing book of clients on either an
employed or
self-employed contract.

Experience & Skills

Key requirements:

Minimum 2 years as an Independent Financial Advisor.
Accuracy, attention to detail and the ability to explain complex information clearly and simply.
Qualified to Level 4 Diploma in Financial Planning as a minimum.

Benefits

Employed benefits:

Pension
Death in Service (four times of the agreed salary)
Car allowance
30 Days Holiday (including Bank Holidays)
Bonus scheme
Validation
Technology (laptop and phone)

Self Employed (example)

60/40 split of income in favour of the adviser on all income streams
All paraplanning provided
All administration support provided
40/60 split in the clients favour if provided with clients
Guarantee of sale when required either all or partial
Opt in to call centre lead generation
Opt in to Unbiased leads
Opportunity for large novation of clients post purchase of firms depending on location

Next Step
Does this sound like an opportunity that aligns with your career ambitions?

**We look forward to starting your journey with you