Financial Advisor

GCB Recruitment; Chester; Remote; GBP 100,000 - 200,000; Full time

Job summary

An exciting opportunity awaits self-employed Financial Advisors looking to thrive in a supportive and independent financial planning firm. This role offers the freedom of self-employment while providing access to a strong infrastructure, including admin and marketing support. Advisors will deliver holistic financial advice, build lasting client relationships, and promote a diverse range of financial products. With a competitive salary package based on performance and client growth, this position is perfect for those seeking to elevate their advisory career while enjoying flexibility and collaboration in a forward-thinking environment.

Benefits

Admin Support

Marketing Team Providing Leads

Access to Office

Qualifications

• Diploma-qualified in financial advice with a strong client-focused mindset.
• Proven ability to build and maintain long-term client relationships.

Responsibilities

• Deliver tailored financial advice to meet individual client needs.
• Manage and grow your client portfolio with full support.

Skills

Interpersonal Skills

Communication Skills

Client Relationship Management

Self-Sufficiency

Ethical Mindset

Education

Diploma in Financial Advice (Level 4)

Job description

Job Description

We are delighted to present an outstanding opportunity for qualified self-employed Financial Advisors in the North West to join a highly successful and fully independent financial planning firm based in Liverpool. Our client offers whole-of-market advice across a wide range of services, including wealth management, mortgages, commercial finance, employee benefits, and protection.

This firm is known for its strong infrastructure, offering excellent support through its admin and marketing team. It’s an ideal opportunity for advisors seeking to keep the freedom of self-employment while being part of a collaborative, forward-thinking organisation.

This is a home-based role with the flexibility to work from offices located across the UK.

Salary package on offer for the role of Financial Advisor:

• £100,000 – £200,000 OTE (based on lead conversion and self-generated business)
• Admin/ Paraplanning support
• Access to their Office
• Marketing team providing leads

Financial Advisor requirements:

• Diploma-qualified (Level 4 or equivalent in financial advice)
• Full UK driving licence
• Existing client bank (additional leads also provided)
• Self-Sufficient
• Ethical and client-focused mindset
• Strong interpersonal and communication skills

Key responsibilities of the Financial Advisor:

• Delivering holistic financial advice tailored to individual client needs
• Building and maintaining long-term, trusted client relationships
• Promoting a wide range of financial products and services
• Managing and growing your client portfolio with full back-office and compliance support