COB Adviser

Self-Employed and Employed Adviser positions available, generating own business

£45,000 - £55,000 basic salary for employed candidates with the potential to progress into Wealth Advice and become a long-term addition to the business. 33 days annual leave (including public holidays) 5% employer pension contribution Life insurance Bonus and commission structure to be discussed alongside employed options

33 days annual leave (including public holidays)

5% employer pension contribution

Life insurance

Bonus and commission structure to be discussed alongside employed options

Admin support offered

Access to learning and development opportunities

Opportunity to transition from Mortgage Advice into Wealth Advice.

Rural client-facing role offering significant autonomy and relationship-building opportunities

Provide high-quality, client-focused advice aligned with individual needs and objectives

Analyse clients’ financial situations to determine appropriate mortgage options

Utilise the training and support provided by the firm and chartered mentorship

Manage client records and ensure ongoing compliance with all applicable and current regulatory requirements.

Promote your services through networking and marketing, to grow your client base

DipFA Level 4 Diploma in Financial Advice (or equivalent) qualification

Strong track record of sales and building strong client relationships

Self motivated with excellent communication skills

Ambitious with entrepreneurial drive to develop your business network and client portfolio

Good knowledge of industry regulations and compliance standards