Independent Financial Adviser - Self Employed And Employed Opportunities, London

Last update 2024-06-16
Expires 2024-07-16
ID #2167392154
Independent Financial Adviser - Self Employed And Employed Opportunities, London
United Kingdom, London, London,
Modified May 24, 2024


About us
Mather and Murray Financial is committed to providing comprehensive and personalised financial advice to our clients, helping them achieve their financial goals and secure their financial future. With a focus on integrity, transparency, and client satisfaction, we have built a strong reputation with our clients.

As a Self-Employed Financial Adviser at Mather and Murray Financial you will have the opportunity to manage your own business within our established framework. You will be responsible for building and maintaining client relationships, conducting thorough financial assessments, and delivering tailored advice to meet individual needs.

Key Responsibilities:
1. Conducting in-depth financial reviews for clients to understand their goals and objectives.
2. Providing expert advice on investments, retirement planning, estate planning, and other financial matters.
3. Building and maintaining strong client relationships through effective communication and excellent customer service.
4. Staying up-to-date with industry trends, regulations, and best practices.
5. Collaborating with other team members to ensure the overall success of the firm.

1. Minimum of 3 years of experience as a Financial Adviser.
2. Hold relevant qualifications such as Dip FA or equivalent.
3. Strong knowledge of financial products, investment strategies, and market trends.
4. Excellent interpersonal and communication skills.
5. Self-motivated and able to work independently.
6. A proven track record of achieving sales targets and client satisfaction.

What We Offer:
1. Competitive commission-based compensation structure.
2. Market leading fee split
3. No fixed fees
4. All regulatory fees paid
5. Company generated appointments , pre-qualified and booked into your diary.
6. Flexibility to manage your own schedule and work independently.
7. Access to our established client base and marketing support.
8. Ongoing training and professional development opportunities.
9. Access to a Paraplanner and Admin support team.
10. Collaborative and supportive team environment.

Job Types: Full-time, Permanent

OTE: £80,000.00-Unlimited per year

Referral programme
Work from home
Commission pay

Financial Advice: 3 years (required)

Work Location: Remote

Job details:

Job type: Full time
Contract type: Permanent
Salary type: Monthly
Occupation: Independent financial adviser - self employed and employed opportunities

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