Holistic Financial Adviser

About the company

This is a rare opportunity to benefit from immediate access to an existing client bank of active households across West and South Yorkshire, and with a wealth of support and opportunities for development. We are looking for a pro-active and quality focused Financial Planner who can build long-term relationships based on trust.

Your tasks

Your responsibilities will include

• Providing quality advice on pensions, investments, protection and all aspects of financial planning, to a range of active clients across Leeds, Doncaster, and the wider Yorkshire region.
• You will be responsible for managing client enquiries and the advice process end-to-end.
• You will be responsible for booking appointments, fact finding, research and product recommendation
• Prepare sound financial plans to ensure clients meet their financial goals and conducting ongoing reviews.
• If you have a mortgage qualification, providing mortgage advice can also be part of the remit.
• Building outstanding client rapport to generate future business.
• Deliver outstanding levels of personal and professional integrity, regularly updating knowledge of regulations, practices and financial products.
• You will be building and nourishing relationships with clients who really value quality service.
• You will be provided with an existing client bank, leads from existing business streams, organic referrals, and will also be provided with the support to undertake pro-active business development and advertising to generate your own leads.

Requirements

You might be a Mortgage Adviser who wants to take a step up into Financial Planning, or you may be an experienced Financial Planner. We also welcome applications from those Paraplanners or Trainee Financial Advisers who wish to take a step up. You must however be self-motivated and driven to exceed customer expectations.

What will you need to succeed?

• We can consider applications from Financial Advisers with all ranges of experience, or Mortgage Advisers who have qualified for Financial Planning and wish to progress.
• You will benefit from a market leading proposition
• You can work on a remote or hybrid basis, working autonomously and flexibly, managing your diary and time to suit the needs of you and your clients
• You will need to be based within close proximity to the core client base in Yorkshire and will undertake some face-to-face meetings as well as virtual consultations.

What we offer

What's in it for you

• The opportunity for guaranteed income for the first 6 months and a strong support package or a salary on an employed basis if required
• Qualified leads provided, working with an active client base
• Flexible working hours and location
• Support from a mentor with training and personal development opportunities

Other

This is a self employed role, based in the Yorkshire area with hybrid or remote working options. The company is also happy to consider the role on an employed basis.