Warning
Mae'r hysbyseb swydd hon wedi dod i ben ac mae'r ceisiadau wedi cau.
Financial Advisor
| Dyddiad hysbysebu: | 16 Rhagfyr 2024 |
|---|---|
| Cyflog: | £30,000 i £200,000 bob blwyddyn |
| Gwybodaeth ychwanegol am y cyflog: | This is a SELF EMPLOYED ROLE - Earnings are down to business written and split based on source of client. |
| Oriau: | Llawn Amser |
| Dyddiad cau: | 15 Ionawr 2025 |
| Lleoliad: | Vine House, 141-143 London Rd, Kingston upon Thames KT2 6NH |
| Gweithio o bell: | Hybrid - gweithio o bell hyd at 5 ddiwrnod yr wythnos |
| Cwmni: | Keystone Wealth Management |
| Math o swydd: | Parhaol |
| Cyfeirnod swydd: |
Crynodeb
*NO RECRUITMENT AGENCIES*
DipFa or equivalent IS REQUIRED - Without one, your application will sadly not be considered.
Our Website - www.keystonewm.co.uk
DOES ANY OF THIS RESONATE WITH YOU??
You’re a successful 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The technology at your disposal is outdated and inefficient.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.
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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.
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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.
-------------------------------------------------------------------------
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 this sounds refreshing and interesting, please get in touch to find out more.
*This is a self employed position, earnings are based on business written and the client source*
*NO RECRUITMENT AGENCIES*
DipFa or equivalent IS REQUIRED - Without one, your application will sadly not be considered.
Our Website - www.keystonewm.co.uk
DOES ANY OF THIS RESONATE WITH YOU??
You’re a successful 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.
-------------------------------------------------------------------------
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 this sounds refreshing and interesting, please get in touch to find out more.
*This is a self employed position, earnings are based on business written and the client source*
*NO RECRUITMENT AGENCIES*