Mortgage Advisor

Professionalism: Providing a frictionless service with advisors who are leaders in their field.
- Reliability: We have never let a client down, delivering consistent and reliable advice in all circumstances.
- Transparency: No hidden fees; our transparent service is our standard.
- Ethical Practices: We strive to stand above the rest, ensuring all services and products provided are always in the client's best interest.

Our mission is to support our clients' financial journeys with integrity, acting as the keystone in their financial structures and ensuring their long-term stability and success. Join us and be part of a firm that values integrity and innovation.

Keystone - Supporting the Bridge to Your Financial Future

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.

QUALIFICATIONS / EXPERIENCE REQUIRED

- DIPFA
- 2 Years of Financial Advisor/Planner Experience

Are you an experienced financial advisor ready to take the next step in your Career? Keystone is seeking qualified advisors to join our dynamic team in the heart of Kingston upon Thames., In the bustling marketplace of online financial advisors, clients are often lured by promises of quick returns and seemingly effortless wealth accumulation. However, beneath this glittering façade lies a reality fraught with hidden fees and inexperience, leading to disillusionment and financial setbacks for many. This status quo, characterised by opaque industry practices and a lack of genuine client-centric services, demanded a revolution.

Recognising this critical gap, we founded Keystone Financial Advising with a singular mission: to prioritise quality over quantity. We believe that the financial well-being of our clients should come before all else, and that true success can only be achieved through ethical and transparent practices. Our commitment is clear: bespoke advice, tailored to each individual's unique needs, delivered through a process that is completely transparent from start to finish.

Keystone Financial Advising has since proven that a different world is possible. A world where every client receives personalised, ethical, and professional advice. Our advisors are not just service providers; they are trusted partners, dedicated to helping clients navigate the complexities of financial planning with integrity and expertise.

Our community is our strength. We have built a supportive network where advisors and administrative staff collaborate seamlessly, ensuring that our clients receive prompt and reliable service. This collaborative environment fosters continuous learning and improvement, enabling us to offer the highest standard of financial advice.

At Keystone, we are more than a financial advising company; we are a movement towards transparency and client-centricity in an industry that often overlooks these values. Join us and experience financial advising the way it should be-ethical, transparent, and truly in your best interest.

Self-Employed Freedom: Enjoy the independence of a self-employed role with extensive support.
- Competitive Earnings: Earn 70% on all business issued.
- No Network Costs: Focus on your clients without worrying about overhead.
- Comprehensive Support: Full compliance and administration support at no extra cost.
- Incentive-Based Paraplanning: Paraplanning support available as an incentive for exceeding business issuance targets.
- Experienced Advisor Support: Guidance from experienced advisors to help you grow your business.
- Flexible Working: Remote or office working available to suit your needs.
- Prime Office Space: Stylish, fully furnished office with kitchen, showers and meeting rooms in central 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.