Financial Adviser

GCB AGENCY RECRUITMENT; Warrington; Remote; GBP 50,000 - 300,000; Full time

Job summary

A leading independent financial advisory firm seeks a qualified Financial Advisor to join their team. The role offers unlimited earning potential, flexibility in working hours, and extensive support including compliance, paraplanning, and training. Ideal candidates should possess a Diploma in Regulated Financial Planning and a proven track record in client management.

Benefits

Unlimited earning potential

Compliance support

In-house and external training

Admin support

Qualifications

• Fully qualified advisor (Diploma in Regulated Financial Planning).
• Preferably experience as an adviser or progression role.
• An existing client bank is required.

Responsibilities

• Contact clients for in-depth reviews of their financial circumstances.
• Prepare recommendations suited to individual clients' requirements.
• Develop and maintain client relationships.

Skills

Communication

Self-starting

Attention to detail

Education

Diploma in Regulated Financial Planning

Job description

Want to join a firm that can offer HUGE earning potential alongside working flexibility?

We're excited to be offering an experiencedFinancial Advisor a rare opportunity to join our clients, a well-established independent financial advisory firm with an excellent reputation and large quantities of business. They offer their employees fantastic earning opportunities in addition to continued support and career advancement.

This position would be on a self-employed WFH basis.

The successful Financial Advisor will be offered:

• Unlimited earning potential, their highest earners are banking £300,000 a year(depends on how much business you are writing and your work ethic)
• 80:20 split
• Compliance support
• In-house and external training / workshops
• CII exam training and in-house study courses, including R0, AF, level 6 and Fellowship
• No monthly additional fees
• Paraplanning support
• Admin support

Financial Advisor requirements:

• 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

Working hours:

• Self-employed basis
• Working hours are flexible
• Remote working is available in this role.

As a Financial Advisor, your role will involve the following:

• 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.