Self-Employed Financial Adviser - Guildford

GCB; Guildford; Remote; GBP 30,000 - 300,000; Full time

Job summary

A well-established independent firm in Guildford seeks a Self-Employed Financial Adviser offering flexible working hours and the ability to work remotely. With an excellent reputation and support systems, advisors can earn significantly based on their business development efforts. This opportunity is ideal for qualified professionals seeking unlimited earning potential and a chance to build long-term client relationships.

Benefits

Unlimited earning potential based on business

80:20 earnings split

Full support on systems with no monthly fees

Qualifications

• Fully qualified advisor with a diploma in financial planning.
• Experience as an adviser or progression from related roles is necessary.
• Excellent communication skills in English required.

Responsibilities

• Contact clients and schedule meetings for financial reviews.
• Analyze client information and liaise to prepare recommendations.
• Research product providers and inform clients about products.

Skills

Communication

Attention to Detail

Self-Motivation

Proactivity

Education

Diploma in Regulated Financial Planning

Job description

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Self-Employed Financial Adviser - Guildford, Guildford

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Client:

GCB

Location:

Guildford, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

3b64a3d59acb

Job Views:

3

Posted:

29.06.2025

Expiry Date:

13.08.2025

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Job Description:

Our clients are a well-established independent firm seeking a Self-Employed Financial Advisor to join their team based in Guildford, working remotely. They have an excellent reputation and a high volume of business.

Working hours:

The role offers flexible working hours, with the option to work from home. As a self-employed Financial Advisor, you will have the potential to earn significantly based on your business development efforts, with some top earners making up to £300,000 annually.

• Unlimited earning potential, depending on business written and work ethic
• 80:20 split of earnings
• Full support on systems with no monthly fees

Key responsibilities include:

• Contact clients and schedule meetings for financial reviews
• Analyze client information and liaise with support to prepare recommendations
• Research product providers and inform clients about products and services
• Stay updated on financial legislation and products
• Develop and maintain client relationships

Requirements:

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