Financial Advisor

GCB AGENCY RECRUITMENT; Wirral; Remote; GBP 100,000 - 200,000; Full time

Job summary

A leading independent financial planning firm in the UK seeks qualified self-employed Financial Advisors for a home-based role. With excellent support from admin and marketing teams, this is an ideal opportunity for advisors looking for flexibility while achieving significant earnings. Candidates must hold a Level 4 diploma and have an existing client bank.

Benefits

Admin/ Paraplanning support

Access to office facilities

Marketing team providing leads

Qualifications

• Diploma-qualified in financial advice.
• Full UK driving licence.
• Existing client bank required.

Responsibilities

• Deliver holistic financial advice tailored to client needs.
• Build and maintain long-term client relationships.
• Manage and grow client portfolio with full support.

Skills

Strong interpersonal skills

Communication skills

Ethical and client-focused mindset

Education

Diploma-qualified (Level 4 or equivalent)

Job description

We are delighted to present an outstanding opportunity for qualified self-employed Financial Advisors in the North West to join a highly successful and fully independent financial planning firm based in Liverpool. Our client offers whole-of-market advice across a wide range of services, including wealth management, mortgages, commercial finance, employee benefits, and protection.

This firm is known for its strong infrastructure, offering excellent support through its admin and marketing team. It’s an ideal opportunity for advisors seeking to keep the freedom of self-employment while being part of a collaborative, forward-thinking organisation.

This is a home-based role with the flexibility to work from offices located across the UK.

Salary package on offer for the role of Financial Advisor:

• £100,000 – £200,000 OTE (based on lead conversion and self-generated business)
• Admin/ Paraplanning support
• Access to their Office
• Marketing team providing leads

Financial Advisor requirements:

• Diploma-qualified (Level 4 or equivalent in financial advice)
• Full UK driving licence
• Existing client bank (additional leads also provided)
• Self-Sufficient
• Ethical and client-focused mindset
• Strong interpersonal and communication skills

Key responsibilities of the Financial Advisor:

• Delivering holistic financial advice tailored to individual client needs
• Building and maintaining long-term, trusted client relationships
• Promoting a wide range of financial products and services
• Managing and growing your client portfolio with full back-office and compliance support