Financial Advisor

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

Job summary

GCB AGENCY RECRUITMENT is seeking an experienced Financial Advisor to join a reputable independent financial advisory firm. This self-employed position offers unlimited earning potential, flexible hours, and comprehensive support in a remote environment, catering to driven professionals ready to enhance their career and client service.

Benefits

Unlimited earning potential

Compliance support

In-house and external training

No monthly fees

Admin support

Qualifications

• Existing client bank preferred.
• Experience as an adviser is preferred but open to progression.
• Computer literate with strong skills.

Responsibilities

• Contact clients and schedule meetings for financial reviews.
• Analyse client information and prepare tailored recommendations.
• Develop and maintain client relationships.

Skills

Communication skills

Attention to detail

Self-motivation

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 offer an experienced Financial Advisor a rare opportunity to join our clients, a well-established independent financial advisory firm with an excellent reputation and a large client base. They provide their employees with fantastic earning opportunities, ongoing support, and career progression.

This position is on a self-employed, remote working basis.

The successful Financial Advisor will be offered:

• Unlimited earning potential; top earners make up to £300,000 annually (dependent on business written and 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 fees
• Paraplanning support
• Admin support
• Fully qualified advisor (Diploma in Regulated Financial Planning)
• Experience as an adviser preferred but open to those seeking progression from a related role
• Existing client bank to bring
• Excellent communication skills, both written and spoken
• Computer literate with strong attention to detail
• Highly self-motivated and proactive

Working hours:

• Self-employed, flexible hours
• Remote working available

Role responsibilities include:

• Contact clients and schedule meetings for financial reviews
• Analyse client information and liaise with support to prepare tailored recommendations and review reports
• Research approved product providers and inform clients of products and services
• Stay updated on financial products and legislation
• Develop and maintain client relationships
• Grow your client bank and maximize profitability