Nationwide · Fully Remote

Financial planner - Fast track pathway.

This opportunity is for readily or partially qualified individuals working in finance, who are wanting to kick start their very own financial planning business.

This is a one year programme aimed at people already holding, or part way to achieving, their Diploma in Regulated Financial Planning. The programme is designed to support you in the transition from your current role, to a self-employed role working for yourself and building your very own client bank.

You may be diploma qualified and currently working in a paraplanning firm or advice firm, you're probably working in a support role in finance, but not yet giving advice, and this is something you aspire to do.

Locations: Nationwide
Remote status: Fully Remote

Benefits of running your business with Womens Wealth

Competitive salary

Estimated £73,000 turnover by the end of year 2, with a provided. program to help build this to £150,000 turnover by the end of year 5.
Flexibility

Fully remote training and operating model, providing ultimate flexibility to work when and where you want.
Quick start business model

You will be provided with a plug and play business model to adopt, so that you can be up and running as quick as possible.
Dedicated training & mentoring.

One to one mentoring from an experienced Financial Planner who will supervise you through your training period.

What will my first year look like?

Building your own business

Building and expanding your business and your client bank, including Marketing & PR activity. Full training & support is provided for this.
Social media marketing

Managing your social media, reaching out to groups & communities to generate your own leads.
Client meetings

Learn how to take your clients through our 5 meeting financial planning process. First by observing, then by assisting, then running your very own client meetings. Coaching them to make better financial decisions.
Compliance processes

Learn how to embed the necessary processes so that your practice meets the regulated requirements. Assist the adviser in providing regulated advice and produce compliant suitability reports.

The Ideal candidate will be...

Readily or partially qualified

Already diploma qualified and potentially already working in finance, but hoping for some mentoring to set up on their own.
A people person

A gifted communicator who is able to easily articulate information, and who is energised by interactions with others and enjoys building long term relationships.
Collaborator

Willing to work collaboratively within our community of female first financial planners, where we share resources and knowledge to help each other in growing our businesses.

Predicted earnings in your first 5 years

END OF YEAR 1

£13,000

30 clients

end of year 2

£73,000

78 clients

end of year 3

£95,000

114 clients

end of year 4

£121,000

150 clients

end of year 5

£147,000

186 clients

Start up costs - what will I need to get started?

Equipment

You will need a laptop with a working camera & microphone, as well as a printer, and a scanner. You will also need a working internet connection, but that goes without saying!
Back office systems

There will be some ongoing costs and licenses that you will need to pay for, such as cashflow modelling systems and some back office stuff. You should allow around £150 a month for these.