MONEYSPRITE SOLENT LIMITED
Financial Advisor
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This is a self employed role, based remotely.
What's in it for you? Full leads provided from an existing client bank Competitive Commission only split of 50/50 on any leads provided and 70/30 of anything self generated Upfront Financial support if needed Fully remote flexible working options Referral opportunities: Ability to earn by referring enquiries such as equity release, commercial mortgages to colleagues and partners.
Your responsibilities will include: Meet with clients to understand their financial goals. Providing strategic advice across a variety of financial Investments, products and services. Conduct regular, ongoing advice to ensure goals and performance. Build and develop your business to achieve your goals. Complete continued professional development to ensure you stay up to date on industry regulation and products.
What you'll need to for the role Proven experience in provided Financial Advice based in the UK Fully L4 qualified in Financial advice Excellent insight into the financial services markets Excellent communication skills both written and verbal Excellent organisational skills both written and verbal
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If you're an experienced financial adviser looking to make a change, if you're wanting the flexibly of self employed but don't want the stress of generating your own leads then this is the role for you.
Be part of one of our largest strategic partnership firms and succeed.
Money Sprite Solent is part of the wider Money Sprite Limited – a well established name in mortgage and protection advice, known for putting clients and advisers first. As a regional hub within Money Sprite, Solent combines the strength and resources of a wider brand with the close-knit support of a local team. With a reputation built on trust, expertise and results Money Sprite offers advisers the tools, training and client base to thrive.
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Money Sprite Limited is an appointed representative of The Openwork Partnership, we are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including our ownership structure – at The Openwork Partnership we are owned by our appointed representative firms, Bain Capital and our employees so is somewhat of a democracy. We boast a broad proposition with deep ties to providers, and being one of the largest advice networks in the UK, we have some serious resources at our disposal, and put the development of our colleagues, advisers and firm support staff first, with our very own Business School. Here at The Openwork Partnership we all come together through the Openwork Foundation – who have donated over £22m to UK registered charities since it was founded.
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