Financial Adviser (Self-Employed), Cornwall/Devon. £High earnings
We are working with one of the UK’s largest, leading Accountancy practices who are looking to further expand and grow their financial planning arm. Great future opportunity to build your own team as you grow the business. You’ll be provided with plenty of leads through the Practice offices as well as other introducers. Dealing with a wide range of clients (typically £250k+ AUM) and many HNW clients. You’ll be provided with everything you need to be successful, including full paraplanning and administration support.
The role:
*Provide independent, holistic financial advice to new and existing clients
*Assess client circumstances and deliver tailored strategies across pensions, investments, protection, and tax planning
*Develop and maintain long-term client relationships, delivering ongoing advice and reviews
*Leverage introducer relationships to grow your client bank and revenue
*You’ll be responsible for providing independent, holistic advice to new and existing clients.
*Reviewing clients existing circumstances and providing appropriate solutions to help them achieve their financial objectives & goals.
*Building and developing lasting relationships with clients, as a trusted Adviser to them.
To apply:
*You must be Level 4 Diploma qualified in Financial Planning (Chartered or working towards a distinct advantage).
*Have previous experience as a Financial Adviser and can demonstrate the ability to build long term client relationships.
*Previous experience working with an Accountancy Practice desirable.
*Strong communicator, self-motivated and able to manage your own workload with minimal supervision.
*Solid knowledge of tax, protection, pension and investment planning.
For further details about this and many other great opportunities within Financial Services, please contact Andrew Stark at Synchronicity Wealth.