Independent Financial Advisor

GCB AGENCY RECRUITMENT; Stourbridge; Remote; GBP 95,000 - 200,000; Full time

Job summary

A leading recruitment agency seeks a Self-Employed Independent Financial Advisor to join their award-winning firm. This is a home-based opportunity that offers exceptional earnings potential through commission splits, extensive support, and a rich resources package for business generation. Advisors can expect a focus on client relationship management and performance-driven success.

Benefits

Excellent commission splits

Research package & Investment proposition

Sales Support Administration

Training and Development

Technical Support

Wills & Trusts package

Paraplanning Team

Qualifications

• Diploma Qualified equivalent in Financial Advice required.
• Full UK Driving License mandatory.
• Client bank leads preferred.

Responsibilities

• Generate business with an excellent bespoke service to clients.
• Sell a range of financial products effectively.
• Maintain profitable long-term client relationships.

Skills

Ethical approach

Customer-focused approach

Education

Diploma Qualified equivalent in Financial Advice

Job description

My clients are an established, award-winning firm with an excellent reputation within the area, their current directors and shareholders have successfully grown the business and now have 80+ advisers across the UK, and they are looking to continue expanding due to the ongoing success of the firm.

The firm provides a high level of support, training and services for both registered Individuals and appointed representatives along with a client suitability framework to ensure advisers can be independent and compliant enabling the best possible outcomes for clients. They are looking for a Self-Employed Independent Financial Advisor to come on board and join their successful team.

Working Hours:

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

The successful Independent Financial Advisor will be offered:

• £95,000 - £200,000 OTE (Based on your lead conversion and self-generated business)
• Excellent commission splits
• Research package & Investment proposition
• Sales Support Administration
• Training and Development
• Technical Support
• Wills & Trusts package
• Paraplanning Team

Independent Financial Advisor requirements:

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

Responsibilities of the Independent Financial Advisor 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.