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Financial Adviser jobs in Romford

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    • Experience & Qualifications: Proven track record in financial advising with relevant qualifications.
    • You find yourself spending more time on admin and less…
    • Conduct regular financial reviews with clients.
    • This is an excellent opportunity for an adviser who enjoys building long-term client relationships and would…
    • Strong UK financial advice experience across pensions, investments, retirement and estate planning.
    • Strong UK financial advice experience across pensions,…
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    • Provide suitable holistic financial advice.
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    • Client-first mindset with the ability to navigate complex financial needs.
    • Manage a portfolio of clients, delivering bespoke financial planning and investment…
    • Researching complex financial planning solutions.
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    • Supporting operational effeciences within financial planning: 2 years (preferred).
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    • You have advanced Excel and financial modelling skills and can confidently review complex valuation models.
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    • Interested in investments, financial markets and alternative assets.
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    • You'll support the preparation of client recommendations, including suitability reports, across a range of financial planning areas.
    • Employee Assistance Programme: access to private GP appointments, savings & discounts, gym membership, financial wellbeing tools.
    • Daily breakfast in the office.
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    • 3+ years financial services experience required.
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Financial / Mortgage Adviser (Self Employed)
Keystone
·
3.3
Kingston upon Thames
•
Hybrid work
£30,000 - £200,000 a year
Freelance, Full-time
Apply now

Job details

£30,000 - £200,000 a year
Free parking, Work from home, Company events, Transport links, On-site parking
Freelance, Full-time
Hybrid work in 143 London Road, Kingston upon Thames

Full job description

DipFa / CeMap or their equivalent IS REQUIRED
Unfortunately we cannot consider any application that does not evidence one of these qualifications.

DOES ANY OF THIS RESONATE WITH YOU?

  • You’re a successful financial / Mortgage adviser, either running your own business or working within a firm.
  • The support you were promised at the start hasn’t materialised.
  • Your entrepreneurial potential isn’t being fully harnessed.
  • You find yourself spending more time on admin and less time with clients.
  • There’s no support in building and nurturing your client community.
  • You’re expected to work from home or provide your own office space.
  • Centralised administrative support is minimal to non-existent.
  • Your colleagues are not as collaborative and supportive as you’d hoped.
  • Increasing compliance requirements are eating into your time.
  • The technology at your disposal is outdated and inefficient.
  • Your hard work isn’t fully recognised or appropriately rewarded.

SO, WHAT DOES 'BUSINESS-TO-BUSINESS' TRULY MEAN?

It should mean being valued as a professional, trusted to run your business as you see fit, without being micro-managed or having to justify every decision. At Keystone, we sum this up in one word: trust.

We offer you the freedom to manage your business your way. But when support is needed, we’re here for you. If you prefer to work independently, that’s absolutely fine too. We’ll equip you with everything you need to thrive, our only expectation is you uphold the high standards of professionalism that define our industry. Trust, after all, is a two-way street.

WHAT WE OFFER

  • Self-Employed Freedom: Enjoy the independence of a self-employed role with extensive support.
  • Competitive Earnings: You take home the lions share of the business you generate
  • Comprehensive Support: Full compliance and administration support.
  • Centralised Administration: Our focus is to remove as much admin from the advisers so they can do what they do best - advise clients.
  • Incentive-Based Paraplanning: Free Paraplanning support subject to business levels achieved.
  • Experienced Advisor Support: Guidance from experienced advisors to help you grow your business.
  • Flexible Working: Work from our modern offices or from home, whatever suits your needs.
  • Prime Office Space: Stylish, fully furnished offices, including kitchen, showers, meeting rooms and bean to cup coffee within the heart of Kingston upon Thames.
  • Collaborative Ecosystem: The Keystone team works together with advisors to create a supportive environment that fosters collaboration and team development.
  • Extensive Industry Network: Access to a large network of industry contacts and relations at your disposal.
  • Ongoing Development: Regular opportunities for professional growth and development.

SALARY

£30,000 - £200,000

*This is a self employed position, earnings are based on business written and the client source*

WHAT WE ARE LOOKING FOR

  • Experience & Qualifications: Proven track record in financial advising with relevant qualifications.
  • Drive & Ambition: Ability to build and manage a robust client portfolio.
  • Client-Centric Approach: Exceptional ability to connect with clients and maintain strong, ethical relationships.
  • Professionalism: High level of integrity and adherence to industry standards.
  • Ongoing Learning: Commitment to continuous professional development.

Does this sound appealing?

Working with Keystone not only gives you the freedom to build your own financial services business, but also provides access to cutting-edge research tools, a compliance-driven, advice-based CRM system, and fully equipped modern offices and meeting rooms within the heart of Kingston-upon-Thames. Plus, you’ll have the support of our dedicated team, who are here to help you build your business, efficiently serve your clients, and ensure you meet the demands of the everchanging regulatory landscape.

If you'd like to see how an opportunity like this stacks up against other typical advisor career opportunities such as being employed under an AR or starting your own firm. Read our blog post on it here: www.keystonewm.co.uk/post/employed-or-self-employed-adviser

If this sounds refreshing and interesting, please get in touch to find out more.

Have a look at our careers page for more information - www.keystonewm.co.uk/careers

NO RECRUITMENT AGENCIES

Job Types: Full-time, Freelance

Pay: £30,000.00-£200,000.00 per year

Benefits:

  • Company events
  • Free parking
  • On-site parking
  • Transport links
  • Work from home

Experience:

  • Financial Adviser or Mortgage intermediary: 2 years (preferred)

Licence/Certification:

  • DipFA/DipPFS or CeMap/CertCII(MP) (required)

Work Location: Hybrid remote in Kingston Upon Thames

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