Job Title: Financial Adviser (Qualified or Non-Qualified)
Location: Penrith, Cumbria
Minimum Requirements: We're seeking a Financial Adviser (Qualified or Non-Qualified) for a full-time hybrid role located in and around Newcastle, with flexibility to work from home.
Training: If you're not already a fully qualified Financial Adviser, we will offer you the opportunity to train with the St. James's Place Academy.
The academy enables individuals to embark on a fully funded career change within the financial services sector.
You will gain your financial qualifications, as well as developing all the skills required to be a competent financial adviser.
The training is fully comprehensive and delivered in a structured, step-by-step format.
Earnings: Self-employed (uncapped earnings) or Employed opportunity (competitive)
We are looking for individuals with: A successful track record in your existing career or business An entrepreneurial and self-motivated nature A natural aptitude to develop relationships An ability to discuss, question, and negotiate Excellent time management skills and the ability to use resources effectively How will we support you? Several offices available for Advisers to use as a hub, and multiple meeting rooms available for client meetings Redistribute practice clients as and when appropriate A Marketing Team to work with you on client events, marketing strategies, targets, and social media Experienced Paraplanners who process investment and retirement planning business and handle all report writing Practice Support Staff to make appointments, book review meetings, handle client correspondence, and process paperwork, allowing advisors more face-to-face time with clients 1:1 development meetings to help you achieve your professional goals Practice initiatives to encourage new clients which will develop your client base A vibrant team of advisors with bespoke specialisms and vast experience supporting each other as professional colleagues Job Types: Full-time, Permanent
Pay: From £30,000.00 per year
Additional pay: Bonus scheme Performance bonus Yearly bonus Benefits: Flexitime On-site parking Schedule: Day shift Monday to Friday Application question(s): Are you interested in an employed or self-employed role? Work Location: Hybrid remote in Penrith
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