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Financial Adviser (self-employed)

Recruit UK
Posted 9 days ago, valid for 3 days
Location

Milton Keynes, Buckinghamshire MK10 9QA

Salary

£35 per hour

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

SonicJobs' Terms & Conditions and Privacy Policy also apply.

Sonic Summary

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  • The job opportunity is for a Self Employed Financial Adviser in Northampton and Milton Keynes with earnings starting at £70,000.
  • Candidates must possess a Level 4 Diploma in Financial Planning and have relevant financial advice experience.
  • The role involves managing an existing client book of approximately £18 million in funds under management and providing various financial services.
  • This position offers fully remote working, competitive fee splits, and full back office support from a reputable financial planning firm.
  • Applicants should have strong relationship-building skills and be prepared to develop business from an existing client base.

Job Title: Self Employed Financial Adviser

Industry: Financial Services

Location: Northampton/Milton Keynes

Earnings: £70,000 +

Reference Number: 9863

Job Description: Financial Adviser

Recruit UK is working on an excellent opportunity for a Self Employed Financial Adviser in Northampton and Milton Keynes to join a well-established Financial Advice Firm. This is a remote role, but you must live within a reasonable commute to the

Due to growth, this prestigious and cutting-edge firm is looking to take on an experienced Financial Adviser. They are a well-established company, and they provide advice across the board to a variety of clients, including both MA and HNW clients.

You will be managing and developing an existing client book, providing expert advice on suitable investments, private pensions, tax planning, and insurance products, and providing a valuable service to work with clients and companies in the UK – predominantly in the Northampton and Milton Keynes areas.

You will be allocated an existing client book of c£18mil FUM and will benefit from a proportion of the ongoing fees from day one, c£35k+ pa. You will service these existing clients and look to build relationships not only with the clients in question but also continue to develop business as well from there.

You will work with the existing in-house team, including administrators and paraplanners.

Earnings/Benefits: Financial Adviser

  • Competitive earnings (Day one) – from both new and ongoing fees
  • Fully Remote Working
  • Client book to inherit immediately – receive proportion of ongoing fees
  • Leads provided – Existing introducers, Seminars etc..
  • Competitive Fee Splits
  • Full back office support
  • Reputable financial planning firm
  • Study support to Chartered

Skills and Experience Required: Financial Adviser

  • Level 4 Diploma in Financial Planning
  • Financial Advice experience
  • Relationship-building skills

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a well-established Financial Advice Firm, with a client book in Northampton and Milton Keynes on a Self-Employed Financial Adviser role.

Our commitment to you:

  • Start every journey with a conversation to find out about you in-depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach – career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

SonicJobs' Terms & Conditions and Privacy Policy also apply.