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Financial Advisor

Location: CITY OF LONDON, LONDON, UNITED KINGDOM Salary: 40,000-250,000 GBP (UK Pounds) Per annum, inc Benefits
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: 5
Posted: about 1 month ago Reference: X3-382439

Financial Adviser – Self-Employed – Remote Position (working Predominantly from home)

London office will be used now and again so if you do live too far from London this will have to be considered otherwise you will look at overnight stays from time to time. 


Now this is a New Gen opportunity in a company that cares about their staff.
I can say their proposition is extremely generous and leads are also provided (But not rested on).
They support with further exams, admin and Paraplanning all remotely.
Hold regular meetings and days out to keep everyone in high spirits and as a team.

Sounds like a golden opportunity but is it for me?
Well as a remote position I am sure we can all agree in the current climate this works wonders for Mental health and anxiety not having to worry about commuting and being able to social distance.
The support is of an extremely high standard and things just get done!
The team prides themselves on keeping the customer at the Heart of the business.
Leads that come directly from Introducers who are paid also hold the lions share of split which is quite rare.

Can I still apply even though my book of business is small?
In a nutshell (YES)
The longer answer is if you have no book or a small book then a business plan needs to be in place because the role is self-employed however you will be supported for 3-6 months depending on how things go.
Ideally of course an IFA Practice wants to bring in advisers with a larger book of business so if you have that then please look forward to a 70% split with FCA fees and PI Insurance included.

I don’t have the correct Tech at home...
There will be support around what you need and how you can be supported.
All software and platforms used will be paid for by the company.

The perfect applicant
There is no such thing, what I like most about working with this client is that they pride themselves on being understanding, knowing everyone will not tick every single box.
Open to discussions about how it can work and if it can’t then at least there was a genuine attempt and could well be something for the future.
Diploma qualification/relevant points or equivalent will be essential to the role as you need to be a financial adviser or very close to being qualified to be considered.


The more experience you have the better - this role would also suit an adviser who wants to start winding down but still not lose out.
If you are a newly qualified adviser, then you must prove your drive and plan to do business. This requires a self-starter with strong connections and a bulletproof business plan.
Feel free to apply for this role if you see potential in the description but please understand with a high volume of applications not everyone who is unsuccessful will be contacted.

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