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Financial Adviser jobs in Leominster

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Job Post Details

Independent Financial Adviser - job post

Principle Financial Planning Limited
Hereford HR4 9ARHybrid work
£50,000 - £199,999 a year - Full-time

Job details

Pay

  • £50,000 - £199,999 a year

Job type

  • Full-time

Location

Hereford HR4 9ARHybrid work

Full job description

Self-Employed Financial Adviser

Location: Remote, with access to office facilities in Hereford

Firm: Principle Financial Planning Limited

We are currently seeking self-motivated Independent Financial Advisers who are looking to further their careers and secure a strong future for their client relationships whilst obtaining commercially attractive terms.

Principle Financial Planning Limited is a directly authorised independent financial advice firm that places high value on meaningful client relationships. While we utilise technology to support efficiency, we firmly believe that face-to-face contact remains essential to delivering high-quality, personalised advice.

We are seeking self-employed financial advisers to join our team. This opportunity is suited to established advisers as well as advisers earlier in their self-employed journey. The ideal individual will be seeking a firm that shares their professional values and is now looking to align with a more client-focused business.

This is a remote role, with optional use of our Hereford office. We would therefore be interested in speaking with individuals regardless of their location or proximity to Hereford.

What We Offer

· Flexible and commercially attractive models tailored to the needs of experienced self-employed advisers

· Full ownership and control of your client relationships

· Remote working as standard, with optional access to our office in Hereford

· Fully Independent – we are not tied to a network or consolidator

· A collaborative, professional environment that puts the adviser-client relationship first

· Study support for those working towards Chartered status

· Paraplanning and compliance assistance

· IT support and access to core operational systems

· Support for business growth, if desired

Key Requirements

· Diploma-qualified (DipFS or DipFA)

· Own client bank

· CAS (Competent Adviser Status)

· Valid Statement of Professional Standing (SPS)

· A minimum of 3 years’ experience in a financial adviser role

· Consideration will also be given to advisers with less than 3 years’ experience, where they have developed their own client bank and previously worked in a technical capacity

If you are looking to join a business that values integrity, independence, and a client-first approach, we welcome your enquiry. Please get in contact with us via email at info@principlefp.co.uk

Job Type: Full-time

Pay: £50,000.00-£199,999.00 per year

Application question(s):

  • Have you achieved DipPFS / DipFA?
  • Do you have your own client bank?
  • How many years experience do you have as a Financial Adviser?
  • Are you currently operating on an Independent or Restricted model?
  • Where in the UK are you currently situated?

Work Location: Hybrid remote in Hereford HR4 9AR

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