Our clients are an established financial advisory firm with over 15 years in business, providing tailored advice on life assurance, pensions, protection, and investment planning for individuals and business owners.
As they continue to grow, they're seeking a Tied Agent to join our network, someone who wants to build their own book of business while being supported by a trusted brand and proven infrastructure.
The Opportunity
This opportunity gives you the freedom to run your own client-facing advisory work, with the structure, systems, and support of an experienced team behind you.
You'll:
* Operate under the our brand and agency structure
* Generate and manage your own leads and client relationships
* Access our Life, Pension, and Protection agencies
* Receive guidance and collaboration from our senior advisors
Note
: This is a self-generating role. We may provide overflow leads where internal capacity allows, but the core expectation is independent business development supported by our infrastructure.
Key Responsibilities
* Generate your own leads and manage client relationships end-to-end
* Conduct client fact-finds and deliver tailored financial recommendations
* Manage the full process from initial advice through to product implementation
* Maintain compliant records and collaborate with our admin and compliance teams
* Represent our brand with professionalism and integrity
Requirements
* QFA qualification (minimum requirement)
* Minimum 2 years' experience in a financial advisory or client-facing role
* Strong understanding of life, pension, and protection products
* Excellent communication and people skills
* Self-starter with an entrepreneurial mindset and client-first attitude
What You'll Get
* Commission-based earnings with access to our agency setup
* Full compliance and administration support from our in-house team
* Optional marketing and branding support
* Collaborative working environment with an experienced advisory network
How to Apply
If you're a qualified advisor looking to grow your business with trusted support behind you, we'd love to talk.