Financial Advisor

GCB AGENCY RECRUITMENT; England; Remote; GBP 100,000 - 300,000; Full time

Job summary

A prominent financial advisory firm in the UK is seeking an experienced Financial Advisor to work on a self-employed basis. This role offers tremendous earning potential with the top earners making up to £300,000 annually. Candidates must hold a Diploma in Regulated Financial Planning and possess excellent communication skills. The position allows for flexible working hours and supports remote work, with various training and compliance assistance provided.

Benefits

Unlimited earning potential

Flexible working hours

Compliance and paraplanning support

In-house training and workshops

Qualifications

• Fully qualified advisor with a diploma in regulated financial planning.
• Experience as an adviser preferred but not necessary.
• Existing client bank to bring is required.
• Excellent communication skills in English, both written and oral.
• Computer literate with a strong attention to detail.
• Highly self-motivated and a natural self-starter.

Responsibilities

• Contact clients to book meetings for financial reviews.
• Analyse client information and prepare tailored recommendations.
• Research approved financial product providers.
• Maintain commercial awareness of financial products and legislation.
• Develop and maintain strong client relationships.
• Maximise opportunities to develop and maintain a profitable client bank.

Skills

Communication skills

Attention to detail

Self-motivation

Education

Diploma in Regulated Financial Planning

Job description

Overview

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

We\'re excited to be offering an experienced Financial 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.

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

Compensation and support

• Unlimited earning potential; the 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

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.