Financial Advisor

GCB AGENCY RECRUITMENT; Warrington; Remote; GBP 40,000 - 300,000; Full time

Job summary

Une entreprise de conseil financier bien établie recherche un conseiller financier qualifié pour rejoindre son équipe. Offrant un fort potentiel de revenu sur une base indépendante et flexible, ce rôle implique de travailler à domicile avec d'importantes opportunités de gagner en fonction de votre éthique de travail et des clients que vous apportez. Le soutien à la conformité et des formations sont également fournis.

Benefits

Soutien à la conformité

Formation interne et externe

Soutien administratif

Qualifications

• Conseiller pleinement qualifié.
• Expérience souhaitée, mais possible candidature pour progression.
• Clientèle existante à amener.

Responsibilities

• Contacter des clients et organiser des réunions pour examiner leur situation financière.
• Analyser les informations et préparer des recommandations.
• Maintenir des relations commerciales solides avec les clients.

Skills

Communication

Attention aux détails

Autonomie

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 be offering an experiencedFinancial Advisor a rare opportunity to join our clients, a well-established independent financial advisory firm with an excellent reputation and large quantities of business. They offer their employees fantastic earning opportunities in addition to continued support and career advancement.

This position would be on a self-employed WFH basis.

The successful Financial Advisor will be offered:

• Unlimited earning potential, their highest earners are banking £300,000 a year(depends on how much business you are writing and your 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 additional fees
• Paraplanning support
• Admin support

Financial Advisor requirements:

• Fully qualified advisor (Diploma in Regulated Financial Planning)
• Preferably experience as an adviser but would consider someone looking for progression from a previous role.
• An existing client bank to bring with you
• 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 and a natural self-starter

Working hours:

• Self-employed basis
• Working hours are flexible
• Remote working is available in this role.

As a Financial Advisor, your role will involve the following:

• 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.