Financial Advisor

GCB Recruitment; Liverpool; Hybrid; GBP 60,000 - 300,000; Full time

Job summary

An established independent firm in Liverpool is seeking a Self-Employed Independent Financial Advisor. This role offers unlimited earning potential with top earners making up to £300,000 annually. As a Financial Advisor, you will enjoy flexible working hours, including the option to work from home. You will be responsible for managing client relationships, analyzing financial circumstances, and providing tailored advice. This is a fantastic opportunity for motivated professionals looking to thrive in a supportive environment with a strong client base and excellent growth potential.

Benefits

Unlimited earning potential

Full support on all systems

Flexible working hours

Work from home option

Qualifications

• Fully qualified advisor with a Diploma in Regulated Financial Planning.
• Must have own client bank with funds under management.

Responsibilities

• Contact clients and book meetings for in-depth financial reviews.
• Research approved product providers and prepare tailored recommendations.

Skills

Diploma in Regulated Financial Planning

Client relationship management

Communication skills

Attention to detail

Self-motivation

Education

Diploma in Regulated Financial Planning

Job description

Job Description

Our clients are a well-established independent firm. They are seeking a Self-Employed Independent Financial Advisor to join their company based in the Liverpool 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.

Financial Advisor requirements:

• 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

As a Financial Advisor, your role will involve:

• 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.