- Full admin and paraplanning support
- Potential client leads generated via company website and Unbiased
- Whole of market advice firm with preferred providers
- Convenient large office space for office-based or remote working
- Support team of 5 individuals for various tasks from LOAs to paraplanning
- Access to third-party support tools such as FE Analytics, Cashcalc, Selectapension, Synaptics, Intelligent Office, DT, and more
- All postage/stationery included, with a new laptop provided
- Provide comprehensive financial planning and advice to clients
- Utilise preferred providers while remaining open to any platforms or providers you may bring
- Leverage potential client leads generated through our website and Unbiased
- Conduct client meetings in our conveniently located large office space
- Proven experience as a Financial Planner or Independent Financial Adviser
- Ability to work independently and self-motivated
- Relevant industry qualifications (e.g., Level 4 Diploma in Financial Planning)
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Independent Financial Adviser - Bilborough, Nottinghamshire, United Kingdom - Heat Recruitment Ltd
Description
Job Opportunity: Independent Financial Adviser
Location: Nottinghamshire, UK
Employment Type: Self-employed
Compensation: 65-75% commission split (dependent on level of trail)
Benefits:
Job Description: We are seeking an experienced and motivated Financial Planner to join our team on a self-employed basis. As a self-employed Independent Financial Adviser, you will benefit from a competitive 65-75% commission split, dependent on the level of trail.
Key Responsibilities:
If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
Synonyms: Financial Planner, Financial Advisor, Financial Consultant, Wealth Manager. Financial adviser, Wealth Planner, IFA, financial planning, wealth management, wealth consultant, DipPFS, DipFA, CII, CISI, LIBF
