Financial Advisor - West Midlands

GCB; West Midlands Combined Authority; On-site; GBP 95,000 - 250,000; Full time

Job summary

Une entreprise de planification financière prospère recherche des Conseillers Financiers Indépendants à travers le Royaume-Uni. L'opportunité offre une grande flexibilité avec un fort soutien administratif et des possibilités de croissance tout en permettant de maintenir ses propres clients. Avec un package salarial basé sur la performance, ce rôle peut offrir une rémunération potentiellement lucrative dans un environnement de travail dynamique.

Benefits

Support Administration

Business Development Team

Training and Development

Technical Support

Buy Out options with an exit plan

Social Events

Advisor peer and Mentor support

Marketing Campaigns

Qualifications

• Diplôme en conseils financiers requis.
• Permis de conduire UK nécessaire.
• Forte approche éthique et axée sur le client.

Responsibilities

• Générer des affaires et offrir un service sur mesure.
• Vendre efficacement les services de l'entreprise.
• Maintenir des relations positives et durables avec les clients.

Skills

Ethical approach

Customer-focused approach

Business generation

Relationship management

Education

Diploma Qualified equivalent in Financial Advice

Job description

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Client:

GCB

Location:

West Midlands, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

54204de9ee76

Job Views:

51

Posted:

22.06.2025

Expiry Date:

06.08.2025

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Job Description:

Our clients, a highly successful Financial Planners, are looking to add to their team with qualified Self Employed Financial Advisors across the UK. Our clients are fully independent and offer whole of market advice in a variety of services including Wealth, Mortgages, Commercial Finance, Employee Benefits and Protection. Due to the size of the business they offer exceptional job security and growth, with a dedicated business development team as well as a strong administrative support team.

This is an opportunity to join an award winning growing team whilst maintaining your own clients.

Working Hours:

• Home-based position with the option of going into offices which are based around the UK.

Salary package on offer for the role of Financial Advisor

• £95,000 - £250,000 OTE (Based on your lead conversion and self-generated business)
• Support Administration
• Business Development Team
• Training and Development
• Technical Support
• Buy Out options with an exit plan
• Social Events
• Advisor peer and Mentor support
• Marketing Campaigns to increase business opportunities.

Requirements for this Self-Employed Financial Adviser role:

• Diploma Qualified equivalent in Financial Advice.
• Full UK Driving License.
• Own client bank (Leads also provided)
• Ethical and customer-focused approach.

Responsibilities of the Self-Employed Financial Adviser are:

• Generating business and offering an excellent, bespoke service to those clients with a holistic approach.
• Effectively selling the company's services across a wide spectrum of financial products.
• Maintaining positive and profitable long-term relationships with clients in their best interests.