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Financial Advisor

Premier Jobs UK Limited
Chester, Cheshire, United Kingdom
Competitive Salary
Closing date
Nov 25, 2021

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This home based Financial Advisor in Cheshire provides an exciting opportunity to takeover an existing client bank

You will takeover an active client bank of circa £7m FuM, whereby majority of the clients are pre-retirement. Typically, their clients have adopted technology and are happy to have reviews via video calls or in person if convenient.

In addition, they have a large book of legacy clients for contacting and converting onto client servicing agreements, which could significantly boost the client bank. On top of this, they have 3 successful Mortgage Advisors who could refer quality business to you.

Financial Advisor Requirements

You must be Level 4 Diploma qualified and a current Financial AdvisorYou should have 2+ years' experience of providing financial planning adviceYou should be committed to being self-employedThe Company

This established financial advisory and mortgage brokerage based in the North West understands the importance of looking after their clients at all stages of their financial planning. They are looking to recruit a Financial Advisor to takeover an existing client bank

Financial Advisor Benefits

Self-employed role with tiered commission splitsMinimum monthly income received from recurring income from the existing clients of £700 - £800 which will continue to growPlus 50% on company leads and 70% on self generatedHome based role with minimum once or twice a month in the office (you are welcome to visit more frequently, if preferred)Admin support provided Location


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