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Financial Adviser (Self-Employed) – Devon & Cornwall
I am working with one of the UK's largest, leading Accountancy practices who are looking to further expand and grow their financial planning arm in Cornwall & Devon. You'll receive plenty of leads through the Practice offices across the region, so no need for business development, other than building relationships with the practice partners. Dealing with a wide range of clients, typically from £250k AUM upwards and includes many HNW clients. You can earn up to 70% of written business (both new & trail).
Full paraplanning and administration support provided.
The role:
- You'll be responsible for providing independent, holistic advice to predominantly new clients initially while building a client portfolio.
- Reviewing clients existing circumstances and providing appropriate solutions to help them achieve their financial objectives and goals.
- Building and developing lasting relationships with clients, as a trusted Adviser to them.
To apply:
- You must be Level 4 Diploma qualified in Financial Planning. Chartered or working towards a distinct advantage.
- Have previous experience as a Financial Adviser and can demonstrate the ability to build long term client relationships.
- Previous experience of working with Accountancy Practices an advantage.
- A strong communicator and able to self-manage with minimal supervision.
- Good knowledge of tax, protection, pension and investment planning.
For further details about this and many other great opportunities within Financial Services, please contact Andrew Stark at Synchronicity Wealth.
