Full job descriptionTemplegate Recruitment
Specialist Recruiters in Financial Services
Job Title: Self-Employed Financial Adviser
Location: Hexham
Salary: Self-employed – earnings based on business generated
Benefits: Opportunity to join an established financial planning business, with the flexibility and autonomy of a self-employed position.
About the Company:
We are working with an established financial planning business looking to recruit an experienced, self-employed Financial Adviser to join its growing team.
This is an excellent opportunity for an ambitious and client-focused adviser looking to develop their own business, build long-term client relationships and benefit from being part of an established financial planning practice.
The ideal candidate will be Diploma-qualified, with Chartered Financial Planner status highly desirable. They will have a strong technical background, a passion for delivering quality financial advice and the drive to develop new business opportunities.
Key Responsibilities:
*Provide comprehensive financial planning and advice to new and existing clients.
*Build and maintain long-term client relationships.
*Develop and grow your own client bank and generate new business opportunities.
*Provide advice across pensions, investments, retirement planning and wider financial planning.
*Conduct client meetings, fact-finds and regular financial reviews.
*Research and recommend appropriate financial products and investment solutions.
*Prepare and present suitable recommendations based on individual client needs and objectives.
*Maintain accurate client records and ensure all advice meets FCA regulatory and compliance requirements.
*Generate new business through networking, referrals and business development activities.
What We’re Looking For:
*Fully qualified Financial Adviser with a minimum Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent).
*Ideally Chartered Financial Planner status.
*Previous experience providing holistic financial advice.
*Strong technical knowledge across pensions, investments and retirement planning.
*Proven ability to build and maintain client relationships.
*A proactive approach to business development and generating new opportunities.
*Excellent communication and interpersonal skills.
*Self-motivated, ambitious and comfortable working independently.
Desirable Skills:
*Chartered Financial Planner status.
*An established client bank and existing professional relationships.
*Experience in developing and growing a financial advice business.
*Strong networking and business development capabilities.
*Experience using financial planning and cashflow modelling software.
How to Apply:
If you are an experienced Financial Adviser looking for a new self-employed opportunity, we would love to hear from you. Please send your up-to-date CV to Amy Morris at Templegate Recruitment for a confidential discussion.
Interested? Submit your CV today!
If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We’ll also take the time to understand your career goals and highlight other roles that may be a great fit.
Due to the high volume of applications, we can only respond to successful candidates. If you haven’t heard from us within 7 days, please assume your application has not been successful on this occasion.