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Self-employed Financial Adviser, Devon (NT-1992)

£40000 - £100000

Self-Employed Financial Advisor

Company Average Adviser Net Income £100k, with top associates achieving in excess of £250k + generous retirement package

We are representing a dynamic and client-focused financial advisory firm committed to providing personalised and comprehensive financial solutions. They specialise in helping individuals and businesses navigate the complexities of wealth management, retirement planning, investment strategies, and financial goal achievement.

Position Overview:

  • Our client is seeking for a motivated and experienced Self-Employed Financial Adviser to join the team. As a self-employed professional, you will operate as an independent contractor within the firm, providing expert financial advice and solutions to clients.
  • Company Average Adviser Net Income £100k
  • Top associates are achieving in excess of £250k.
  • A generous retirement package (40% net renewals paid for 10 Years)
  • Full compliance support
  • Service Pack Administration
  • LOA support
  • Advice liability and responsibility is covered by the firm.
  • Competitive commission-based compensation.
  • Access to a collaborative and supportive team environment.
  • Opportunities for professional development and training.
  • If you are a self-driven financial professional looking to build your own business within a well-established financial advisory firm, we invite you to apply.

Role & Responsibilities:

  • Assisting customers with pension & investment products.
  • Develop a positive relationship with all customers.
  • Respond to customer enquiries & identify the customer’s needs.
  • Act in accordance with current regulatory procedures.

The Ideal Person:

  • You are honest, ethical and always put the needs of your client’s first.
  • You will have the excellent ability to build rapport.
  • You will have exceptional customer service skills.
  • You will be proactive & able to use your initiative.

Key Responsibilities:

Client Consultation:

  • Conduct in-depth consultations with clients to understand their financial goals, risk tolerance, and unique circumstances.
  • Analyse clients' current financial situations and develop tailored strategies to meet their objectives.

Financial Planning:

  • Create comprehensive financial plans encompassing investment strategies, retirement planning, tax management, and estate planning.
  • Stay abreast of market trends, economic conditions, and legislative changes to ensure clients receive the most up-to-date advice.

Investment Management:

  • Recommend suitable investment portfolios based on clients' risk profiles and financial objectives.
  • Monitor and adjust investment strategies in response to changing market conditions.

Risk Assessment and Mitigation:

  • Assess clients' risk tolerance and develop strategies to mitigate potential financial risks.
  • Educate clients on the risks and rewards associated with various financial products.

Compliance and Regulation:

  • Stay informed about industry regulations and compliance standards.
  • Ensure all client interactions and recommendations comply with relevant financial regulations.

Client Relationship Management:

  • Foster strong and lasting relationships with clients through regular communication and reviews.
  • Provide ongoing support and guidance to address clients' evolving financial needs.
  • Strong knowledge of financial markets, investment products, and financial planning strategies.
  • Excellent communication and interpersonal skills.
  • Self-motivated and able to work independently.
  • High level of integrity and commitment to ethical business practices.


Employment type: 
Self Employed
Financial Planning
Reference Number: