Remote Self-Employed Financial Adviser - UK

The JobsBoard; United Kingdom; Teletrabalho; GBP 55 000 - 90 000; Tempo integral

Resumo da oferta

The JobsBoard is recruiting a Financial Adviser (self-employed) to work remotely with UK-based clients. You will provide tailored financial advice in line with regulatory requirements and the firm's investment proposition.

This remote role requires a proactive, compliant professional who can source clients, maintain SPS, CPD, and adhere to TCF principles while delivering a high standard of service. Strong communication and reporting skills are essential.

Qualificações

• A good understanding and knowledge / awareness of relevant legislation that affects our industry/profession.
• The ability to take on and understand the environment we operate it, and the issues this raises.
• Good written / oral communication skills
• General IT skills
• Ability to compile reports

Responsabilidades

• Prospecting and contacting potential clients in accordance with the firm's business plan
• Making sure sufficient client information is obtained before any recommendation is made
• Making sure you follow relevant advice and sales procedures at all times
• Making sure portfolios are managed in accordance with the client's mandate, objectives and the firm's investment proposition
• Undertaking appropriate product and market research
• Making sure suitable recommendations are made at all times
• Making sure all supporting documents are maintained
• Making sure all clients are contacted in accordance with the agreed level of services offered
• Making sure clients receive relevant documentation in a timely way
• Dealing with client queries in an efficient and timely manner
• Ensure that client's are treated fairly, in line with "TCF" principles
• Ensure that you can identify clients who are in vulnerable or potentially vulnerable circumstances, in order to treat them fairly, and provide appropriate advice and adapt the services/advice provided accordingly.
• Making sure a current statement of professional standing (SPS) is held at all times
• Making sure relevant CPD is maintained and recorded accurately
• Maintaining all standards of performance as required by the firm
• Obtaining and maintaining the level of competence as required by the firm
• Maintaining standards to ensure your remain "Fit & Proper" for the role
• Liaising with admin support, Paraplanners, and other team members as appropriate

Conhecimentos

Regulatory compliance

Client communication

General IT skills

Report writing

Formação académica

Level 4 Diploma with aim of Chartered status

Descrição da oferta de emprego

The JobsBoard is recruiting a Financial Adviser (self-employed) to work remotely with UK-based clients. You will provide tailored financial advice in line with regulatory requirements and the firm's investment proposition.

This remote role requires a proactive, compliant professional who can source clients, maintain SPS, CPD, and adhere to TCF principles while delivering a high standard of service. Strong communication and reporting skills are essential.