Self-Employed Financial Advisor - Central London

GCB; London; Remote; GBP 125,000 - 150,000; Full time

Job summary

A well-established financial advisory firm in London seeks a Self-Employed Financial Advisor. You will have the flexibility to work from home and the opportunity to earn up to £300,000 annually based on your business volume. Responsibilities include client interaction, tailored financial recommendations, and maintaining client relationships. Candidates must be fully qualified with a Diploma in Regulated Financial Planning and have excellent communication skills.

Benefits

Unlimited earning potential

Full support provided with no monthly fees

Qualifications

• Fully qualified advisor with a Diploma in Regulated Financial Planning.
• Experience as an advisor or seeking progression from a related role.
• Existing client bank.
• Computer literate with attention to detail.

Responsibilities

• Contact clients and schedule meetings for financial reviews.
• Analyze client information and prepare tailored recommendations.
• Research approved product providers and inform clients.
• Maintain knowledge of financial products and legislation.
• Develop and maintain client relationships.
• Grow client base and maximize profitable opportunities.

Skills

Excellent communication skills in English

Self-motivated and proactive

Attention to detail

Education

Diploma in Regulated Financial Planning

Job description

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Client:

GCB

Location:

London, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

a59a891d630e

Job Views:

28

Posted:

12.08.2025

Expiry Date:

26.09.2025

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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 large volume of business.

Working hours:

As a Self-Employed Financial Advisor, you’ll work on a flexible schedule, with the option to work from home.

• Unlimited earning potential, with top earners making up to £300,000 annually
• Income depends on your business volume and work ethic
• 80:20 split
• Full support provided, with no monthly fees

Your role will include:

• Contact clients and schedule meetings for detailed reviews of their financial situations and future goals
• Analyze client information and collaborate with internal support to prepare tailored recommendations
• Research approved product providers and inform clients about new and existing products
• Stay updated on financial products and legislation to maintain technical knowledge
• Develop and maintain client relationships
• Grow your client base and maximize profitable opportunities

Requirements for the role:

• Fully qualified advisor (Diploma in Regulated Financial Planning)
• Experience as an advisor or seeking progression from a related role
• Existing client bank
• Excellent communication skills in English, both written and spoken
• Computer literate with attention to detail
• Self-motivated and proactive