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Remote Self-Employed Financial Advisor – Flexible Hours

GCB

Remote

GBP 138,000 - 162,000

Full time

18 days ago

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Job summary

A well-established independent firm in Guildford is seeking a Self-Employed Financial Advisor. This role offers flexible working hours and unlimited earning potential, with top earners banked at £300,000 annually. The ideal candidate should be a fully qualified advisor with a Diploma in Regulated Financial Planning and possess excellent communication skills. Responsibilities include client meetings, providing financial advice, and maintaining client relationships. This opportunity is open to those with existing client banks and self-motivated individuals looking to thrive in the financial field.

Qualifications

  • Must be a fully qualified advisor with a Diploma in Regulated Financial Planning.
  • Experience as an adviser preferred but progression candidates will be considered.
  • Must have an existing client bank.

Responsibilities

  • Contact clients to book meetings for financial reviews.
  • Analyze client information and prepare tailored recommendations.
  • Maintain and develop client relationships.
  • Keep up to date with financial products and legislation.

Skills

Excellent communication skills
Self-motivation
Attention to detail

Education

Diploma in Regulated Financial Planning
Job description
A well-established independent firm in Guildford is seeking a Self-Employed Financial Advisor. This role offers flexible working hours and unlimited earning potential, with top earners banked at £300,000 annually. The ideal candidate should be a fully qualified advisor with a Diploma in Regulated Financial Planning and possess excellent communication skills. Responsibilities include client meetings, providing financial advice, and maintaining client relationships. This opportunity is open to those with existing client banks and self-motivated individuals looking to thrive in the financial field.
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