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Permanent

Self-Employed Financial Advisor

Woking
money-bag 10000-500000 Annual
3171806858
Posted 2 days ago

A brilliant opportunity for an experienced Financial Adviser to join a well-established and growing Partner Practice. Our client is a successful and expanding wealth management practice experienced in providing tailored advice across, investment, retirement and protection planning as well as mortgages and intergenerational wealth management. With a strong reputation for delivering high-quality client outcomes, the business offers advisers the infrastructure, support, and autonomy needed to thrive in a client-focused environment. The Opportunity This role is ideal for an experienced Financial Adviser who wants to focus on advising clients and developing relationships, while benefiting from comprehensive back-office support. You will be responsible for: Managing and developing relationships with an existing client bank Identifying new business opportunities within existing client relationships Building and growing your own portfolio of clients Delivering holistic financial advice tailored to client needs Working collaboratively with an experienced support team What''s on Offer You will benefit from: Full administration support Dedicated paraplanning support Lead generation assistance Marketing Operational support Proven advice processes and modern technology Ongoing training and development This support structure ensures client cases are handled efficiently, allowing you to spend more time delivering advice and building meaningful client relationships, without the ..... full job details .....

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