Back Posted: Jan 09 2025

Financial Advisor

GU21 5JD, Wokingham , United Kingdom

Accountancy jobs >> Accounting/Financial/Insurance

Negotiable

Permanent

Name Confidential

Description

This home based Financial Advisor job provides a good flow of leads and referrals for you to build a good client bank

You will benefit from their strong lead source which has proven to generate a healthy conversion rate. The business aims to provide leads daily to you during your initial months whilst you build your portfolio of clients, with the option for you to reduce how many leads you receive as you get naturally busier.

Typically, the initial advice to clients is on consolidating pension transfers, with an average pot of £200,000, however through a holistic approach, this often leads onto other areas of financial planning.

The aim is for you to build up to a client bank of around 200. Given their average pension pot is £200k this equates to £40m of FuM!

Upon obtaining CAS status, you will be provided with full admin and paraplanning, enabling you to focus on providing advice to clients.

Our client is receiving leads across the South East region, so happy to consider Financial Advisors based anywhere within the South East

Financial Advisor Requirements

* You should hold full Level 4 Diploma in Financial Planning or equivalent

* You should hold CAS status as a Financial Advisor

Financial Advisor Benefits

* Self-employed role with Year 1 OTE of £80,000+ (uncapped earnings)

* Or potentially, employed role with salary of approximately £50,000 plus bonuses

* Home based role with occasional travel to meet clients face-to-face

Location

Working from home (seeking candidates based in South East)

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

No. of positions available*: 1
Salary: Negotiable
Experience: None
Education: None
Post Date: January 9, 2025
Job id: CV-84637
Position Type: Permanent
Applicants: 0
Views: 6

Refer $50 Save job Free resume review Apply Now

Alert me to new jobs like this: Accountancy jobs in city GU21 5JD

Email address

Create alert

By continuing your agreeing to our term and conditions

Find us at:

Never provide bank account, credit card details or any other financial information, or make any form of payment, when applying for a job. If you are ever asked to do this by a recruiter on Pure Jobs please click the Report button or contact us with the advertiser's company name and the title of the job vacancy. You should not send any money to anyone. A genuine employer with a job offer would never ask you to do this.

Report this job

Report a job

If you're concerned about a job advert, let us know and our quality team will investigate.

Your name(*)

Invalid Input

Your email address(*)

Invalid Input

Please select you reason(*)

Additional information(*)

Invalid Input

Financial Advisor

Description

Find us at:

Report a job

Related Search:

Name Confidential

Job Seeker //

Employer //

About Us //

Follow //

Request a demo

PLEASE NOTE! WE USE COOKIES AND SIMILAR TECHNOLOGIES FOR THE BEST USER EXPERIENCES

Sign in to your account

Financial Advisor

Description

Find us at:

Report a job

Related Search:

Name Confidential

Similar Jobs

More jobs from this company

Job Seeker //

Employer //

About Us //

Follow //

Subscribe to updates from our blog

Request a demo

Request a demo

PLEASE NOTE! WE USE COOKIES AND SIMILAR TECHNOLOGIES FOR THE BEST USER EXPERIENCES