Financial Adviser - Guildford

GCB; Remote; GBP 138,000 - 162,000; Full time

Job summary

A well-established independent firm in Guildford is seeking a Self-Employed Financial Advisor. This role offers flexible working hours and unlimited earning potential, with top earners banked at £300,000 annually. The ideal candidate should be a fully qualified advisor with a Diploma in Regulated Financial Planning and possess excellent communication skills. Responsibilities include client meetings, providing financial advice, and maintaining client relationships. This opportunity is open to those with existing client banks and self-motivated individuals looking to thrive in the financial field.

Qualifications

• Must be a fully qualified advisor with a Diploma in Regulated Financial Planning.
• Experience as an adviser preferred but progression candidates will be considered.
• Must have an existing client bank.

Responsibilities

• Contact clients to book meetings for financial reviews.
• Analyze client information and prepare tailored recommendations.
• Maintain and develop client relationships.
• Keep up to date with financial products and legislation.

Skills

Excellent communication skills

Self-motivation

Attention to detail

Education

Diploma in Regulated Financial Planning

Job description

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