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Financial Adviser
Job summary
A reputable financial services firm is seeking a Self-Employed Financial Advisor to work from home. This role offers flexible hours and unlimited earning potential, with the possibility of earning up to £300,000 annually based on performance. Candidates must be fully qualified and possess excellent communication skills. Responsibilities include client engagement, financial analysis, and product research.
Qualifications
- Fully qualified advisor with a Diploma in Regulated Financial Planning.
- Experience as an adviser is preferred but not mandatory.
- An existing client bank is required.
- Excellent communicator with strong English skills.
- Computer literate with attention to detail.
- Highly self-motivated individual.
Responsibilities
- Contact clients and book meetings for in-depth reviews.
- Prepare recommendations based on clients' financial circumstances.
- Research products and provide information to clients.
- Maintain and develop client relationships.
- Continuously develop a profitable client bank.
Skills
Education
Our clients are a well-established independent firm. They are seeking a Self-Employed Financial Advisor to join their company, 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, 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.
- 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.
- 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
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.
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