Self-Employed Financial Adviser

GCB AGENCY RECRUITMENT; Warrington; Hybrid; GBP 60,000 - 300,000; Full time

Job summary

A leading financial advisory firm in Warrington seeks a Self-Employed Financial Advisor to work flexibly from home. This role offers unlimited earning potential, while the successful candidate will manage client relations and provide tailored financial solutions. Ideal applicants will possess a Diploma in Regulated Financial Planning and demonstrate strong communication and self-motivation.

Qualifications

• Must be a fully qualified advisor.
• Experience as an adviser preferred.
• Excellent command of the English language, both written and spoken.

Responsibilities

• Contact clients and conduct in-depth reviews of financial circumstances.
• Analyze information and prepare recommendations.
• Maintain and develop client relationships continuously.

Skills

Communication

Attention to Detail

Self-Motivation

Education

Diploma in Regulated Financial Planning

Job description

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.

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.

As a Self-Employed Financial Advisor your role will involve the following:

• 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.

For the Self-Employed Financial Advisor role you must have:

• 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