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Self-Employed Financial Adviser

GCB Recruitment
Posted 6 days ago, valid for 17 days
Location

London, Greater London EC1R 0WX

Salary

£300,000 per annum

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Our clients, a well-established independent firm, are seeking a Self-Employed Financial Advisor to work from home in Warrington.
  • The role involves contacting clients, analyzing their financial circumstances, and providing tailored recommendations based on their needs.
  • Candidates must be fully qualified with a Diploma in Regulated Financial Planning and preferably have experience as an adviser, though progression from a previous role will be considered.
  • The position offers unlimited earning potential, with the highest earners making up to £300,000 a year, depending on business volume and work ethic.
  • Flexible working hours are available, and full support is provided without any additional monthly fees.

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.

Salary/Package:

  • 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.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.