Financial Advisor - Preston

TN United Kingdom; Preston; Remote; GBP 50,000 - 300,000; Full time

Job summary

An established independent firm is looking for a Self-Employed Independent Financial Advisor in Preston. This role offers unlimited earning potential, with top earners making up to £300,000 annually. Enjoy the flexibility of self-employment with remote working options and full support on systems. Candidates must be fully qualified with a Diploma in Regulated Financial Planning and possess excellent communication skills. This is a fantastic opportunity to build strong client relationships and maximize your earning potential in a reputable firm.

Benefits

Unlimited earning potential

Commission split of 65% - 80%

Full support on systems

Qualifications

• Must be a fully qualified advisor with a Diploma in Regulated Financial Planning.
• Excellent communication skills required for client interactions.

Responsibilities

• Contact clients and schedule meetings for financial reviews.
• Analyze client information and prepare tailored recommendations.
• Maintain awareness of financial products and legislation.

Skills

Excellent communication skills

Proficient computer literacy

Attention to detail

Self-motivation

Education

Diploma in Regulated Financial Planning

Job description

Social network you want to login/join with:

Our Client

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 handle a high volume of business.

Benefits for the Successful Financial Advisor

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

Working Hours and Conditions

• Self-employed role with flexible working hours
• Remote working options available
• Must be a fully qualified advisor (Diploma in Regulated Financial Planning)
• Must have an existing client bank with funds under management
• Excellent communication skills, both written and spoken in English
• Proficient computer literacy and attention to detail
• Highly self-motivated with the ability to provide excellent financial advice

Role Responsibilities

• Contact clients and schedule meetings for detailed 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 panels of product providers and inform clients about new and existing products and services
• Maintain awareness of financial products and legislation, ensuring technical knowledge remains current
• Develop and maintain strong client relationships
• Continuously develop your client bank and maximize profitable opportunities