Self-Employed Financial Adviser - Ipswich

GCB; Ipswich; Remote; GBP 30,000 - 200,000; Full time

Job summary

A leading firm is seeking a Self-Employed Financial Advisor for flexible home-working. Ideal candidates are fully qualified with the ability to develop client relationships. Offering unlimited earning potential based on performance, this role emphasizes independence and self-motivation. Join a reputable team that supports your success in the financial industry.

Qualifications

• Fully qualified advisor with a Diploma in Regulated Financial Planning.
• Preferably experience as an adviser or willing to progress.
• Existing client bank required.

Responsibilities

• Contact clients and book meetings for financial reviews.
• Analyse client information and prepare tailored recommendations.
• Research and provide information on financial products.

Skills

Communication

Commercial awareness

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 - Ipswich, Ipswich

col-narrow-left

Client:

GCB

Location:

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Reference:

39c3a038f31e

Job Views:

3

Posted:

29.06.2025

Expiry Date:

13.08.2025

col-wide

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.

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

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.

• 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.