Financial Advisor - Liverpool

GCB; Liverpool; On-site; GBP 50,000 - 300,000; Full time

Job summary

A well-established independent firm in Liverpool seeks a Self-Employed Independent Financial Advisor with unlimited earning potential. The role offers flexibility, with options to work from home, and requires qualifications such as a Diploma in Regulated Financial Planning. This position aims to develop and maintain strong client relationships while maximizing opportunities in a supportive environment.

Benefits

Unlimited earning potential

Commission split of 65% - 80%

Full support on systems with no monthly fees

Flexible working hours

Work from home option available

Qualifications

• Fully qualified advisor with a Diploma in Regulated Financial Planning.
• Own client bank with funds under management.
• Computer literate with attention to detail.

Responsibilities

• Contact clients and schedule meetings for financial reviews.
• Analyze client information and prepare recommendations.
• Develop and maintain client relationships.

Skills

Communication

Self-motivation

Advisory skills

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:

Other

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EU work permit required:

Yes

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Job Reference:

abac5c7f52cf

Job Views:

25

Posted:

17.06.2025

Expiry Date:

01.08.2025

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Job Description:

Our clients are a well-established independent firm seeking a Self-Employed Independent Financial Advisor to join their team in Liverpool. They have an excellent reputation and a high volume of business.

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 systems with no monthly fees

Working hours:

• Flexible, self-employed basis
• Work from home option available

Qualifications and Requirements:

• Fully qualified advisor (Diploma in Regulated Financial Planning)
• Own client bank with funds under management
• Excellent communication skills in English
• Computer literate with attention to detail
• Self-motivated with strong advisory skills

Role Responsibilities:

• Contact clients and schedule meetings for financial reviews
• Analyze client information and prepare recommendations
• Research product providers and inform clients about products
• Stay updated on financial legislation and products
• Develop and maintain client relationships
• Grow client bank and maximize opportunities