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Self-Employed Financial Adviser

GCB Recruitment
Posted 19 hours ago, valid for 14 days
Location

Warrington, Cheshire WA12DS, 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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  • A well-established independent firm in Warrington is seeking a Self-Employed Financial Advisor to join their team.
  • Candidates must have a Diploma in Regulated Financial Planning and preferably some experience as an adviser, though progression from a previous role will be considered.
  • The role involves client meetings, financial analysis, and maintaining relationships while continuously developing a client bank.
  • The position offers unlimited earning potential, with top earners making up to £300,000 per year, depending on business volume and work ethic.
  • Flexible working hours and the option to work from home are available, with full support provided and no monthly additional fees.

Our clients are a well-established independent firm. They are seeking a Self-Employed Financial Advisor to join their company based in Warrington. 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.

?????Due to the high amounts of applications if you have not been contacted within 7 days, please consider your application unsuccessful.

This job has been posted by GCB Agency Recruitment Ltd which is acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage.

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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.