Financial Adviser

This Financial Adviser opportunity is with a predominantly mortgage focused business, you would have the opportunity to work closely with the Mortgage Advisers for wealth leads and build on the existing pipeline.

You will need to have a passion for outstanding financial advice and value exceptional customer service. On joining the business, you will take over a small bank of clients with funds under management and work to grow your wealth business within the firm.

Access to admin support and the ability to work flexibly, you can take your career to the next level.

• Pre-qualified leads: Access to pre-qualified leads, combining both existing and new business opportunities.
• Part of a well-respected firm: With a longstanding reputation in the industry.
• Competitive commission: Earn a generous 70% commission split on self-generated business and 50% split on leads provided.
• Self-employed opportunity: Benefit from the freedom and flexibility of a self-employed role.
• High street office: with hybrid working available.
• No monthly costs: Enjoy the peace of mind knowing there are no monthly costs associated with this opportunity.
• Administrative support: Once you achieve good business levels, administrative support will be available.

• Engaging with clients to understand their circumstances and requirements.
• Provide expert financial advice and outstanding customer service to a wide range of clients.
• Build and maintain strong relationships with clients to continue to grow referrals and increase business.

• Experience giving financial advice, but we can consider those coming from a mortgage advice background if there is an interest in developing into wealth.
• Based in or around Chester or the Northwest.