Financial Advisor

GCB AGENCY RECRUITMENT; Liverpool City Region; Hybrid; GBP 50,000 - 300,000; Full time

Job summary

A leading independent firm in the Liverpool area is seeking a Self-Employed Independent Financial Advisor. This role offers unlimited earning potential with flexible working hours, full support for systems, and opportunities for clients to achieve their financial objectives. Ideal candidates will be fully qualified, possess a strong client base, and exhibit exceptional communication and analytical skills.

Benefits

Unlimited earning potential

Flexible working hours

Support with systems and no additional fees

Qualifications

• Fully qualified advisor with a strong client bank.
• Excellent communicator with an understanding of financial legislation.
• Computer literate with attention to detail.

Responsibilities

• Contact clients and conduct in-depth financial reviews.
• Prepare recommendations suited to client needs.
• Develop and maintain strong client relationships.

Skills

Communication

Attention to detail

Self-motivation

Education

Diploma in Regulated Financial Planning

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.