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Self Employed Financial Planner Position

Are you a Chartered Financial Planner looking for that next step within you career?

Want highly attractive Commission splits and quality leads on a regular basis?

We are on the lookout for Experienced Financial Planners who are tired with their current situation and who want to accelerate their earrings with a highly reputable company that provides a Wealth of support.

Package - To be discussed during interview (Self Employed/Attractive and highly Lucrative Commission Splits

Hours - Monday to Friday, 37.5 hours per week with hybrid/Home based or office working (Highly Flexible)

About the Independent Financial Advisor role

Our client is the fastest-growing top 25 accountancy firm in the UK.

We have an exciting opportunity for an Independent Financial Adviser to cover the Consett, Gateshead, Hexham and surrounding areas.

Working with the Director of Financial Planning, you will have responsibility for providing holistic financial advice on a range of financial planning including investment planning, company investments, Inheritance tax planning, pension, life and protection.

This is a pure advisory role, full para-planning and administration will be provided.

Ideally we are looking for candidates on an Self Employed basis.

This is an ideal role for an adviser looking for a home for their existing clients.

The opportunity would benefit someone who is looking to work closely with accountants and benefit from warm referrals from a number of the company’s office locations.

Key responsibilities of an Independent Financial Advisor will include:

• establishing contact with potential clients and developing appropriate business relationships
• reviewing existing clients’ circumstances and address as appropriate to company standards
• constructing appropriate solutions to the principles of best advice; produce reports and recommendations to company standards and implement solutions as agreed with clients
• ensuring high standards of client care by demonstrating sound competence in all stages of the advisory process.

Client meetings will take place using Zoom and face to face. As part of the role you may be asked to travel to appointments and cover other offices so a driving licence and car are required.

About you

We are looking for candidates with the following skills and experience:
• fully qualified Level 4 Diploma in Financial Planning / Financial Advisers – working towards Chartered ideal
• previous experience working with accountants is an advantage
• experienced and current Financial Adviser used to building long term client relationships
• ability to self-manage and communicate confidently with company Partners and other areas of the business
• technically proficient
• good knowledge of tax planning strategies within both personal and company investments
• holistic knowledge across protection, pension and investment planning
• organised and professional

About the company

Our client is growing and changing at quite a pace! They are an ambitious group of people with the same aim – to create a consistent, high-quality experience for our clients.

The businesses client list is growing – they are supporting more and more of the UK’s ambitious business owners, SME’s and large Corporations and it’s a real team effort. They are helping them make courageous decisions to grow their businesses.

The company always seek the best talent, looking for individuals who are technically brilliant, solution-focused and continually strive to be the best in class.

Each member of the team plays an integral part in creating the unique feel and culture of their business, which in turn helps them continue to grow, develop and evolve.

If you meet the above criteria and are looking for that next step to working in a highly Lucrative Financial Planner position, please apply to be considered for interview