Financial Advisor - Preston

GCB; Preston; Remote; GBP 40,000 - 300,000; Full time

Job summary

A prestigious independent firm in Preston is seeking a self-employed Independent Financial Advisor to join their team. This role offers unlimited earning potential, full support on systems, and flexible working hours, including home-based work. Ideal candidates should hold a Diploma in Regulated Financial Planning and possess their own client bank. Strong communication skills and the ability to provide exceptional financial advice are essential.

Benefits

Unlimited earning potential

65% - 80% split

Full support on all systems

No monthly additional fees

Qualifications

• Fully qualified advisor with a diploma in Regulated Financial Planning.
• Must have own client bank with funds under management.
• Strong communication skills, both written and spoken.

Responsibilities

• Contact clients and book meetings for in-depth financial reviews.
• Analyze client information to prepare tailored recommendations.
• Develop and maintain client relationships and maximize opportunities.

Skills

Excellent communicator

Self-motivated

Attention to detail

Computer literate

Education

Diploma in Regulated Financial Planning

Job description

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Our clients are a well-established independent firm. They are seeking a Self-Employed Independent Financial Advisor to join their company based in the Preston 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.
• 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