Self-Employed Financial Adviser
Build your future with Eight Financial AdviceEight Financial Advice is growing, and we’re looking for an experienced, Diploma-qualified Financial Adviser to join our team in Whiteley.
With £5bn in funds under management and more than 20,000 clients across the UK, Eight Financial Advice has built a successful advice business around putting clients first while giving our Advisers the support they need to focus on what they do best – providing great financial advice.
As a self-employed Adviser, you'll have the opportunity to build and grow your own client bank, supported by an established business, an existing client base and a team around you.
Why Eight?We believe Advisers should be able to spend more time with clients and less time worrying about everything that happens behind the scenes.
Our model provides Advisers with access to in-house paraplanning, personal assistance and compliance support, giving you the infrastructure to focus on advising, building relationships and growing your business.
You'll also benefit from:
- A clear and transparent remuneration structure
- Potential initial financial support to help with your transition to Eight
- A strong support network across advice, paraplanning, administration and compliance
- The opportunity to develop and grow your own client bank
- A business that is committed to delivering great client outcomes and putting clients at the heart of everything we do
Requirements
- Diploma-level financial planning qualifications
- Current/previous experience in an authorised Financial Adviser role
- Competent Adviser status
- A strong track record of building trusted client relationships
- The ambition to generate and develop your own business opportunities over time
- A genuine commitment to delivering great outcomes for clients
Skills Required
- Diploma-level financial planning qualifications
- Current or previous experience in an authorised Financial Adviser role
- Competent Adviser status
- Strong track record of building trusted client relationships
- Ability and ambition to generate and develop business opportunities
- Commitment to delivering positive client outcomes
What We Do
At EIGHT Financial Advice, a multi-award winning Principal Partner Practice of St. James's Place Wealth Management, we have a wide range of expertise and knowledge, developed over many years, to help people - both individually and in business - fulfil their aims and aspirations, as well as offering that all important 'peace of mind' for the future. Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. In our experience, no two clients are the same and we therefore ensure that we understand your personal or business objectives and deliver solutions that are right for you. We aim to deliver our commitment by: - Providing personal face to face financial advice - Giving you the opportunity to review your financial affairs regularly - Effectively managing your investments via our distinctive approach - Keeping you informed of the latest news - Listening to your feedback - Offering you seminars and events We do not provide off the shelf solutions, but we offer the benefit of a single relationship for all of your financial planning needs. We strive to offer the very best service to develop great relationships. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. EIGHT Financial Advice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website at https://www.sjp.co.uk/products. The St. James’s Place Partnership and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. EIGHT Financial Advice is a trading name of Eight Wealth Management.
