Self-Employed Financial Adviser - Chelmsford

GCB; Chelmsford; Remote; GBP 60,000 - 300,000; Full time

Job summary

GCB is seeking a Self-Employed Financial Adviser to join their established firm in Chelmsford. This role offers flexible working hours with high earning potential, focusing on building client relationships and providing tailored financial advice. The ideal candidate should hold a diploma in financial planning and possess strong communication skills.

Benefits

Flexible working hours

Full support on systems with no monthly fees

Qualifications

• Fully qualified financial adviser with a diploma.
• Experience as an adviser or seeking progression.
• Must have excellent communication skills and be computer literate.

Responsibilities

• Contact clients and schedule meetings for reviews.
• Analyze information and prepare tailored recommendations.
• Research providers and inform clients about products.

Skills

Communication

Self-motivation

Attention to detail

Education

Diploma in Regulated Financial Planning

Job description

Social network you want to login/join with:

Self-Employed Financial Adviser - Chelmsford, Chelmsford

Client:

GCB

Location:

Chelmsford

Job Category:

Other

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EU work permit required:

Yes

Job Reference:

0caead9f97fa

Job Views:

5

Posted:

29.06.2025

Expiry Date:

13.08.2025

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 a high volume of business.

Working hours:

Flexible, self-employed basis with work from home options.

• Unlimited earning potential, with top earners making up to £300,000 per year
• Income depends on business written and work ethic
• 80:20 split
• Full support on systems with no monthly fees

Role responsibilities:

• Contact clients and schedule meetings for financial reviews
• Analyze information and prepare tailored recommendations
• Research product providers and inform clients about products and services
• Stay updated on financial products and legislation
• Develop and maintain client relationships
• Grow and maximize your client bank

Requirements:

• Diploma in Regulated Financial Planning (fully qualified advisor)
• Experience as an adviser or seeking progression from a previous role
• Existing client bank (preferred)
• Excellent communication skills in English
• Computer literate with attention to detail
• Self-motivated and proactive