Self-Employed Advisor - #1783098

Self-Employed Financial Advisor – Leeds

Are you an ambitious, client-centric Financial Advisor ready to elevate your practice within a forward-thinking financial planning firm? This is a compelling opportunity for a highly motivated individual to operate with autonomy, building a substantial client portfolio and shaping their own financial future.

Our esteemed Leeds-based firm is actively seeking accomplished Self-Employed Financial Advisors. We provide a robust platform designed for your success, offering extensive administrative support, cutting-edge technology, and a collaborative environment that fosters professional growth. This is not merely a role; it is a strategic partnership for seasoned professionals seeking to maximise their earning potential and deliver exceptional client outcomes.

What We Offer

• Significant Earning Capacity: Leverage uncapped commission structures with a realistic OTE of up to £70,000, driven by your dedication and success in cultivating client relationships.
• Operational Freedom: Benefit from the independence of self-employment while accessing the infrastructure and credibility of an established financial planning practice.
• Comprehensive Support System: Reduce your administrative burden with dedicated back-office assistance, allowing you to focus on high-value client engagement and business development.
• Cutting-Edge Resources: Utilise state-of-the-art financial planning software, research tools, and marketing support to enhance your proposition.
• Professional Synergy: Collaborate with a network of experienced professionals, sharing best practices and expanding your technical knowledge.
• Defined Progression: Opportunities for expansion and specialisation within a growing firm.
  
  

Your Contribution

• Cultivate, nurture, and expand a personal client bank, delivering holistic financial planning solutions.
• Conduct thorough fact-finds and create bespoke financial strategies encompassing investments, pensions, protection, and estate planning.
• Maintain rigorous compliance standards and adhere to regulatory frameworks.
• Proactively identify and convert new business opportunities, driving organic growth.
• Build enduring client relationships founded on trust, integrity, and exceptional service.
  
  

We Are Seeking Individuals With

• A proven track record as a successful Financial Advisor.
• Current Statement of Professional Standing (SPS).
• Demonstrable expertise in managing and growing a client portfolio.
• Strong analytical capabilities and a meticulous approach to financial planning.
• Exceptional communication and interpersonal skills, capable of building rapport with diverse clientele.
• A tenacious and entrepreneurial spirit, committed to achieving ambitious targets.
  
  

This is an unparalleled opportunity for a driven Financial Advisor to partner with a firm committed to facilitating your professional and financial aspirations. If you possess the acumen and ambition to thrive in a self-employed capacity, we invite you to connect.

Apply Now to discuss how this strategic partnership can redefine your career trajectory.