Financial Advisor

GCB AGENCY RECRUITMENT; Liverpool; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial services firm in Liverpool is seeking a Self-Employed Independent Financial Advisor. This role offers unlimited earning potential and full support with flexible working hours, including the option to work from home. The ideal candidate will hold a Diploma in Regulated Financial Planning and have their own client bank. You'll be responsible for providing tailored financial advice and developing client relationships to maximize opportunities.

Benefits

Unlimited earning potential

Full support on all systems

Flexible working hours

Qualifications

• Fully qualified advisor with own client bank.
• Exceptional grasp of English, both written and spoken.
• Computer literate with strong attention to detail.

Responsibilities

• Contact clients for meetings to review financial circumstances.
• Prepare recommendations based on analysis of client needs.
• Research product providers to inform clients.

Skills

Excellent communication

Attention to detail

Self-motivated

Education

Diploma in Regulated Financial Planning

Job description

Overview

Our clients are a well-established independent firm. They are seeking a Self-Employed Independent Financial Advisor to join their company based in the Manchester area. They have an excellent reputation and have a huge amount of business coming through to them.

The successful Financial Advisor will be offered

• Unlimited earning potential, their highest earners are banking £300,000 a year
• 65% - 80% split
• Full support is provided on all systems and no monthly additional fees.

Working hours

• As a Financial Advisor, you’ll be required to work on a self-employed basis, working hours are flexible.
• Working from home is available in this role.

Qualifications

• Fully qualified advisor (Diploma in Regulated Financial Planning)
• Must have their own client bank with funds under management
• 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 with the ability to offer excellent financial advice

Responsibilities

• As a Self-Employed Independent 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