Financial Advisor - Liverpool

TN United Kingdom; Liverpool; Hybrid; GBP 50,000 - 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. Enjoy flexible working hours and the option to work from home while receiving full support on all systems. Ideal candidates will have a Diploma in Regulated Financial Planning and an existing client bank. If you are self-motivated and possess excellent communication skills, this opportunity allows you to provide exceptional financial advice and grow your client base in a supportive environment.

Qualifications

• Must be a fully qualified advisor with an existing client bank.
• Excellent communication skills and proficiency in English required.

Responsibilities

• Contact clients and schedule meetings for comprehensive reviews.
• Analyze client information and prepare tailored recommendations.
• Develop and sustain strong client relationships.

Skills

Excellent communication skills

Proficiency in English

Computer literate

Attention to detail

Self-motivated

Education

Diploma in Regulated Financial Planning

Job description

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Financial Advisor - Liverpool, Liverpool

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Client:

GCB

Location:

Liverpool, United Kingdom

Job Category:

Finance

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EU work permit required:

Yes

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Job Reference:

abac5c7f52cf

Job Views:

9

Posted:

26.04.2025

Expiry Date:

10.06.2025

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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 large volume of business coming through to them.

The successful Financial Advisor will be offered:

• Unlimited earning potential, with top earners making up to £300,000 annually
• Commission split of 65% - 80%
• Full support on all systems with no monthly additional fees

Working hours:

• Flexible working hours on a self-employed basis
• Option to work from home
• Must be a fully qualified advisor (Diploma in Regulated Financial Planning)
• Must have an existing client bank with funds under management
• Excellent communication skills and proficiency in English, both written and spoken
• Computer literate with attention to detail
• Highly self-motivated with the ability to provide excellent financial advice

Role responsibilities:

• Contact clients and schedule meetings for comprehensive reviews of their financial circumstances, current provisions, and future goals
• Analyze client information and collaborate with internal support to prepare tailored recommendations and review financial reports
• Research approved product providers and inform clients about new and existing products and services
• Maintain awareness of financial products and legislation, and keep technical knowledge up to date
• Develop and sustain strong client relationships
• Continuously grow your client bank and maximize profitable opportunities