Financial Adviser

GCB AGENCY RECRUITMENT; England; Remote; GBP 60,000 - 80,000; Part time

Job summary

A reputable financial services firm is seeking a Self-Employed Financial Advisor to work from home. This role offers flexible hours and unlimited earning potential, with the possibility of earning up to £300,000 annually based on performance. Candidates must be fully qualified and possess excellent communication skills. Responsibilities include client engagement, financial analysis, and product research.

Qualifications

• Fully qualified advisor with a Diploma in Regulated Financial Planning.
• Experience as an adviser is preferred but not mandatory.
• An existing client bank is required.
• Excellent communicator with strong English skills.
• Computer literate with attention to detail.
• Highly self-motivated individual.

Responsibilities

• Contact clients and book meetings for in-depth reviews.
• Prepare recommendations based on clients' financial circumstances.
• Research products and provide information to clients.
• Maintain and develop client relationships.
• Continuously develop a profitable client bank.

Skills

Client relationship management

Analytical skills

Communication skills

Self-motivation

Education

Diploma in Regulated Financial Planning

Job description

Overview

Our clients are a well-established independent firm. They are seeking a Self-Employed Financial Advisor to join their company, working from home. They have an excellent reputation and have a huge amount of business coming through to them.

Working hours

As a Self-Employed Financial Advisor, you’ll be required to work on a self-employed basis, working hours are flexible. And working from home is available in this role.

Salary/Package

• Unlimited earning potential, their highest earners are banking £300,000 a year
• It all depends on how much business you are writing and your work ethic.
• 80:20 split
• Full support is provided on all systems and no monthly additional fees.

As a Self-Employed Financial Advisor your role will involve the following

• As a Self-Employed Financial Advisor, you will contact clients and book meetings for in-depth reviews of the client’s financial circumstances, current provisions, and future aims.
• Analyse information and liaise with internal support to prepare recommendations best suited to individual clients' requirements and review financial reports.
• Researching an approved panel of product providers and providing clients with information on new and existing products and services.
• Commercial awareness: keeping up to date with financial products and legislation as well as ensuring your technical knowledge is maintained.
• Develop and maintain client relationships
• Continuous development of a client bank and maximising opportunities ensuring profitable relationships are built.

For the Self-Employed Financial Advisor role you must have

• Fully qualified advisor (Diploma in Regulated Financial Planning)
• Preferably experience as an adviser but would consider someone looking for progression from a previous role.
• An existing client bank to bring with you
• Excellent communicator with an exceptional grasp of the English Language; both written and spoken.
• You will be computer literate with exceptional attention to detail.
• You will be highly self-motivated and a natural self-starter