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Financial Advisor

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

View more

Job Role
Other
Sector
Finance
Contract Type
Permanent
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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

Cheshire

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.


This job was originally posted as www.totaljobs.com/job/95290405
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