Financial Adviser

Are you an experience Mortgage Adviser looking to branch into wealth advice? Do you live in or around Chester?

If so, this could be the perfect role for you...

Maple Leaf Financial Services is a well-established high street financial advice firm that is passionate about going the extra mile for clients, evidenced by many incredibly positive reviews. With strong local ties but a national reach the firm has a strong flow of warm leads and a collaborative office environment.

About the Role

We are looking for an experienced holistic Financial Adviser to join this predominantly mortgage focused business to support with the large quantity of mortgage leads and build on the existing wealth pipeline. You will need to have a passion for outstanding financial advice and value exceptional customer service. On joining the business, you will take over a small bank of clients with funds under management and work to grow your wealth business within the firm.

With a flow of pre-qualified mortgage leads provided, access to admin support and the ability to work flexibly, you can take your career to the next level.

This Financial Adviser position is based in the centre of Chester, with parking available. There is the flexibility to work from home a couple of days a week. However, an office presence is essential to build relationships and generate referrals from the existing team of Mortgage Advisers.

The benefits

• Pre-qualified leads: Access to pre-qualified mortgage leads, combining both existing and new business opportunities.

• Part of a well-respected firm: With a longstanding reputation in the industry.

• Competitive commission: Earn a generous 70% commission split on self-generated business and 50% split on leads provided.

• Self-employed opportunity: Benefit from the freedom and flexibility of a self-employed role.

• High street office: with hybrid working available.

• No monthly costs: Enjoy the peace of mind knowing there are no monthly costs associated with this opportunity.

• Administrative support: Once you achieve good business levels, administrative support will be available.

Your responsibilities will include:

• Engaging with clients to understand their circumstances and requirements.

• Provide expert financial advice and outstanding customer service to a wide range of clients.

• Build and maintain strong relationships with clients to continue to grow referrals and increase business.

What will you need to succeed?

• DipFA Level 4 or equivalent qualification.

• Experience giving financial advice, but we can consider those coming from a mortgage advice background if there is an interest in developing into wealth advice.

• Customer service focused.

• Based in or around Chester or the Northwest.

Maple Leaf Financial Services Limited is part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees so is somewhat of a democracy. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.