Self-employed financial planner

MCS Group are delighted to be partnered with a multi-award winning firm of financial advisors. They are seeking a Self-Employed Financial Advisor to join their company based in London.

The Role

• Contact clients and book meetings for in-depth reviews of the client's financial circumstances, current provisions, and future aims.
• Analyse information and liaise with internal support to prepare recommendations best suited to individual clients requirements and review financial reports.
• Researching an approved panel of product providers and providing clients with information on new and existing products and services.
• Commercial awareness: keeping up to date with financial products and legislation as well as ensuring your technical knowledge is maintained.
• Develop and maintain client relationships
• Continuous development of a client bank and maximising opportunities ensuring profitable relationships are built.

The Person

• Fully qualified advisor (Diploma in Regulated Financial Planning)
• An existing client bank to bring with you
• You will be computer literate with exceptional attention to detail.
• You will be highly self-motivated and a natural self-starter

The Return

• An enhanced pay away rate for your first full calendar year;
• Group share options
• Access to our three-year development programme designed to help Partners double their productivity, led by their top producing Partners.

To speak in absolute confidence about this opportunity please contact Naomi McCaughley, Specialist Recruitment Consultant at MCS Group on or send an updated CV via the link provided.

If this position is not right for you, we may have others that are. Please visit to view a wide selection of our current jobs or call us on .

All conversations will be treated in the strictest of confidence.