Self-Employed Financial Adviser

GCB AGENCY RECRUITMENT; England; On-site; GBP 60,000 - 80,000; Full time

Job summary

A prominent financial services firm in Warrington is seeking a Self-Employed Financial Advisor. This role offers flexibility to work from home and unlimited earning potential based on your business performance. Ideal candidates will possess a Diploma in Regulated Financial Planning and strong communication skills. This is an excellent opportunity for those with an existing client bank or looking to progress from a previous advisory role.

Benefits

Flexible working hours

Unlimited earning potential

Full support on systems

Qualifications

• Fully qualified advisor with Diploma in Regulated Financial Planning.
• Experience as an adviser preferred but progression from a previous role considered.
• An existing client bank is advantageous.
• Exceptional communicator with strong English language skills.
• Computer literate with excellent attention to detail.
• Highly self-motivated and a natural self-starter.

Responsibilities

• Contact clients and book meetings for financial reviews.
• Analyse information to prepare tailored recommendations.
• Research product providers and inform clients on products.
• Stay updated on financial products and legislation.
• Develop and maintain client relationships.
• Grow a client bank and maximise profitable opportunities.

Skills

Communication skills

Attention to detail

Self-motivation

Education

Diploma in Regulated Financial Planning

Job description

Overview

Our clients are a well-established independent firm. They are seeking a Self-Employed Financial Advisor to join their company based in Warrington, working from home. They have an excellent reputation and have a huge amount of business coming through to them.

Responsibilities

• As a Self-Employed Financial Advisor, you will contact clients and book meetings for in-depth reviews of the client’s financial circumstances, current provisions, and future aims.
• Analyse information and liaise with internal support to prepare recommendations best suited to individual clients' requirements and review financial reports.
• Researching an approved panel of product providers and providing clients with information on new and existing products and services.
• Commercial awareness: keeping up to date with financial products and legislation as well as ensuring your technical knowledge is maintained.
• Develop and maintain client relationships
• Continuous development of a client bank and maximising opportunities ensuring profitable relationships are built.

Qualifications

• Fully qualified advisor (Diploma in Regulated Financial Planning)
• Preferably experience as an adviser but would consider someone looking for progression from a previous role.
• An existing client bank to bring with you
• Excellent communicator with an exceptional grasp of the English Language; both written and spoken.
• You will be computer literate with exceptional attention to detail.
• You will be highly self-motivated and a natural self-starter

Working hours

As a Self-Employed Financial Advisor, you’ll be required to work on a self-employed basis, working hours are flexible. And working from home is available in this role.

Salary/Package

• Unlimited earning potential, their highest earners are banking £300,000 a year
• It all depends on how much business you are writing and your work ethic.
• 80:20 split
• Full support is provided on all systems and no monthly additional fees.