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Self-Employed Financial Adviser

GCB Recruitment
Posted 7 days ago, valid for 17 days
Location

St. Albans, Hertfordshire AL3 6JZ, England

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 looking for a Self-Employed Financial Advisor to work from home in Warrington.
  • The role requires a fully qualified advisor with a Diploma in Regulated Financial Planning and preferably experience as an adviser, although those seeking progression from previous roles may be considered.
  • Candidates should possess an existing client bank, excellent communication skills, and a strong attention to detail.
  • This position offers unlimited earning potential, with top earners making up to £300,000 per year, depending on business generated 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.