Self-Employed Financial Adviser

Recruit UK
Cheltenham, UK
15 Jun 2019
27 Jun 2019
Contract Type
Full Time
Recruit UK are working on an excellent opportunity for a financial adviser in Cheltenham to join an Independent Financial Advice firm.

Are you an adviser who excels at converting new business opportunities? Would you like an existing client bank to manage and do you long for purposeful leads? Would a prospect of earning a share in a company from your efforts made to grow the business be of interest to you?

As an adviser of this firm, you will be provided with a client bank to work from and a healthy stream of leads which have been generated by professional introducers and other areas within the business. You will also be provided with essential back-office support, including paraplanning and an outsourced report-writing team. This is a fantastic opportunity for someone who desires to become a business owner but may fear the initial implications of doing so- why not join a successful practice which has already been established and alleviate the risk of starting a new business.

My client is a reputable firm who believe that talking to a financial adviser should be simple and uncomplicated. The current marketplace is full of Independent Financial Adviser businesses that deliver a service in a professional but formal manner, it's felt that this practice is a little out-dated and they have identified that many individuals would rather lessen the jargon and be given a straightforward but clear explanation. By adopting this approach, it has allowed the client to be totally engaged in this process and without the risk of confusion.

If you like the sound of this opportunity and feel that you would be a good fit for the team, please get in touch to discuss the proposition further.

What's in it for you;

  • Opportunity to own an equity share in the business (subject to achieving new business target)
  • Competitive commission splits
  • Existing client bank and considerable leads to work with
  • Paraplanning and administration support
  • Laptop & phone

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