In brief
This financial advisor role focuses on building and managing client portfolios within a supportive, established firm. The work involves leveraging provided lead pipelines and marketing infrastructure to secure new business and maintain long-term client relationships.
Best for
Financial advisors and trainees seeking to build a client base with established lead support.
Non-negotiable
Level 4 Diploma in Financial Planning or equivalent required.
Worth knowing
Income is uncapped and performance-based, suitable for those comfortable with a business-building model.
What you need
Required
Level 4 Diploma
Clearly required in the listing
Drive and Ambition
Strongly implied by the listing
Client-First Mindset
Strongly implied by the listing
Communication
Strongly implied by the listing
Preferred
No preferred skills or technologies were clearly stated.
Your day-to-day
Manage client portfolios
Clearly stated in the job description.
Convert business leads
Clearly stated in the job description.
Build advisory business
Clearly stated in the job description.
What's on offer
Full job description (from employer)⌄
Are you a driven Financial Advisor or Trainee Advisor ready to elevate your career? Whether you are an experienced adviser looking for a better platform to grow your client base, or a hungry, newly qualified professional eager to make your mark, we want to hear from you! I am representing a well-respected and renowned financial advisory firm currently undergoing exciting growth. With over 250 5-star Google reviews, Thier reputation for excellence, trust, and client satisfaction speaks for itself—giving you the ultimate foundation to build a thriving business. What they Offer A Trusted, Renowned Brand: Leverage our 5-star reputation to gain instant credibility with prospective clients. Uncapped Earning Potential: Build a lucrative business with no ceiling on your income. Business & Lead Support: Access our established marketing frameworks and lead-generation channels to help keep your pipeline strong. Full Autonomy: Enjoy the freedom and flexibility while benefiting from the backing and infrastructure of an established team. Career Growth & Mentorship: Experienced advisors get the freedom to scale; new advisers get the guidance and support needed to succeed. A Healthy lead Pipeline: Best in Class SEO Driven Lead Pipleine form day one! What We Are Looking For Drive & Ambition: You are self-motivated, proactive, and eager to build a successful advisory portfolio. Qualifications: Level 4 Diploma in Financial Planning (or equivalent/working towards completion). Client-First Mindset: You take pride in delivering top-tier service and upholding the standard that earned us our 250+ 5-star reviews. Strong Communication Skills: Ability to build trust, network effectively, and convert opportunities into long-term client relationships. For More Details about this Exciting opportunity - please get in touch ASAP
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Note
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