Houghton le Spring
Self-Employed Financial Advisor – The Northeast
Are you an ambitious and experienced Financial Advisor looking for the freedom to build your own business, supported by a consistent flow of high-quality leads in the Northeast?
My client is seeking a proactive and client-focused Self-Employed Financial Advisor to join our established firm, covering the Northeast region. They provide the infrastructure and resources necessary for you to thrive as an independent professional, focusing on what you do best: advising clients and growing your practice.
The Opportunity: Build Your Business on Our Foundation
Unlike many self-employed models, they offer a substantial and consistent throughput of leads, generated by our dedicated marketing team. This allows you to focus less on prospecting and more on advising, ensuring a robust pipeline to support your growth and earning potential from day one.
They’re committed to providing the support you need to succeed while offering the autonomy you desire.
What They Offer
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Robust Lead Generation: Access to a continuous stream of qualified leads to help you build and maintain a sustainable client bank across the Northeast.
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Flexible Fee Splits: Every advisor has different goals. Our fee splits are highly negotiable, allowing you to choose a structure that aligns with your preference for stable income versus maximizing total earning potential.
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Administrative and Technical Support: Access to an administrative team and advanced technology to streamline your processes and reduce your back-office burden.
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Compliance and Regulatory Support: Ensuring you operate within the latest FCA regulations with ease.
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Professional Development: Opportunities to leverage a large network and resources for ongoing learning and development.
What We’re Looking For
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A minimum of 2 years of experience as a holistic financial advisor, providing comprehensive advice across investments, pensions, and protection.
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Proven ability to manage client relationships and provide personalised financial planning.
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Competent Adviser Status (CAS) is highly desirable, demonstrating your readiness to advise independently.
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Strong understanding of the UK regulatory environment (FCA).
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Excellent communication skills and a commitment to providing exceptional client service.
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Highly motivated, self-disciplined, and driven to succeed as a self-employed professional.
Location: Covering the Northeast, UK
If you’re a talented Financial Advisor ready to take control of your career and leverage a strong lead source to accelerate your success in the Northeast, we encourage you to apply!