Holistic Financial Adviser

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.

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

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.

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.

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.