Financial Advisor

GCB Recruitment; Leeds; Remote; GBP 95,000 - 250,000; Full time

Job summary

A leading recruitment agency is seeking a Self Employed Financial Advisor in the UK. This role offers the opportunity to maintain your own clients while being part of a supportive team. With a salary package ranging from £95,000 to £250,000 OTE, the successful candidate will benefit from excellent administration, business development support, and a dedicated marketing campaign to enhance business opportunities.

Benefits

Excellent commission splits

Training and Development

Technical Support

Social Events

Mentor support

Qualifications

• Must have a Diploma Qualified equivalent in Financial Advice.
• A full UK Driving License is required.
• Must possess an own client bank.

Responsibilities

• Generate business and offer excellent bespoke service to clients.
• Sell the company's services across various financial products.
• Maintain positive long-term relationships with clients.

Skills

Diploma Qualified equivalent in Financial Advice

Customer-focused approach

Ability to generate business

Education

Diploma in Financial Advice

Job description

Our clients, a highly successful Financial Planners, are looking to add to their team with qualified Self Employed Financial Advisors across the UK. Our clients are fully independent and offer whole of market advice in a variety of services including Wealth, Mortgages, Commercial Finance, Employee Benefits and Protection. Due to the size of the business they offer exceptional job security and growth, with a dedicated business development team as well as a strong administrative support team.

This is an opportunity to join an award-winning growing team whilst maintaining your own clients.

Salary package on offer for the role of Financial Advisor:

• £95,000 - £250,000 OTE (Based on your lead conversion and self-generated business)
• Excellent commission splits
• Support Administration
• Business Development Team
• Training and Development
• Technical Support
• Buy Out options with an exit plan
• Social Events
• Advisor peer and Mentor support
• Marketing Campaigns to increase business opportunities.

Working Hours:

• Home-based position with the option of going into offices which are based around the UK.

Requirements for this Self-Employed Financial Adviser role:

• Diploma Qualified equivalent in Financial Advice.
• Full UK Driving License.
• Own client bank (Leads also provided)
• Ethical and customer-focused approach.

Responsibilities of the Self-Employed Financial Adviser are:

• Generating business and offering an excellent, bespoke service to those clients with a holistic approach.
• Effectively selling the company's services across a wide spectrum of financial products.
• Maintaining positive and profitable long-term relationships with clients in their best interests.