Self employed Financial Advisor
Self employed Financial Advisor

Self employed Financial Advisor

Full-Time 42000 - 84000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Build and manage your own client portfolio while providing tailored financial advice.
  • Company: Join a forward-thinking financial planning firm based in Leeds, focused on your success.
  • Benefits: Enjoy uncapped commission potential, operational freedom, and extensive administrative support.
  • Why this job: This role offers autonomy, high earning potential, and a collaborative environment for professional growth.
  • Qualifications: Ideal for motivated individuals with a passion for finance and client relationships.
  • Other info: This is a strategic partnership, not just a job; shape your own financial future.

The predicted salary is between 42000 - 84000 £ per year.

Are you an ambitious, client-centric Financial Advisor ready to elevate your practice within a forward-thinking financial planning firm? This is a compelling opportunity for a highly motivated individual to operate with autonomy, building a substantial client portfolio and shaping their own financial future.

Our esteemed Leeds-based firm is actively seeking accomplished Self-Employed Financial Advisors. We provide a robust platform designed for your success, offering extensive administrative support, cutting-edge technology, and a collaborative environment that fosters professional growth. This is not merely a role; it is a strategic partnership for seasoned professionals seeking to maximise their earning potential and deliver exceptional client outcomes.

What We Offer:
  • Significant Earning Capacity: Leverage uncapped commission structures with a realistic OTE of up to £70,000, driven by your dedication and success in cultivating client relationships.
  • Operational Freedom: Benefit from the independence of self-employment while accessing the infrastructure and credibility of an established financial planning practice.
  • Comprehensive Support System: Reduce your administrative burden with dedicated back-office assistance, allowing you to focus on high-value client engagement.

Self employed Financial Advisor employer: Click To Hired

Join our esteemed Leeds-based financial planning firm as a Self-Employed Financial Advisor, where you will enjoy the autonomy to build your own client portfolio while benefiting from extensive administrative support and cutting-edge technology. Our collaborative work culture prioritises professional growth and offers significant earning potential through uncapped commissions, making it an ideal environment for ambitious individuals looking to shape their financial future and deliver exceptional client outcomes.
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Contact Detail:

Click To Hired Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Self employed Financial Advisor

✨Tip Number 1

Network actively within the financial services community in Leeds. Attend local events, seminars, and workshops to meet potential clients and other professionals who can refer you. Building relationships is key in this industry.

✨Tip Number 2

Leverage social media platforms like LinkedIn to showcase your expertise and connect with potential clients. Share valuable insights and engage with your audience to establish yourself as a trusted advisor in the financial sector.

✨Tip Number 3

Consider joining local business groups or chambers of commerce. These organisations often provide opportunities to meet business owners who may need financial advice, helping you to build a solid client base.

✨Tip Number 4

Stay updated on the latest financial regulations and market trends. This knowledge will not only enhance your credibility but also enable you to provide informed advice, making you more attractive to potential clients.

We think you need these skills to ace Self employed Financial Advisor

Client Relationship Management
Financial Planning Expertise
Investment Knowledge
Regulatory Compliance
Sales Skills
Networking Abilities
Communication Skills
Negotiation Skills
Time Management
Analytical Skills
Problem-Solving Skills
Self-Motivation
Business Development
Adaptability

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in financial advising. Emphasise your client-centric approach and any achievements that demonstrate your ability to build and maintain client relationships.

Craft a Compelling Cover Letter: Write a cover letter that showcases your ambition and motivation for the role. Discuss how your skills align with the company's values and how you can contribute to their success as a self-employed advisor.

Highlight Your Autonomy: In your application, emphasise your ability to work independently and manage your own client portfolio. Provide examples of how you've successfully operated autonomously in previous roles.

Showcase Your Earning Potential: Discuss your understanding of commission structures and how your dedication can lead to significant earnings. Mention any past experiences where you exceeded targets or built a successful client base.

How to prepare for a job interview at Click To Hired

✨Showcase Your Client-Centric Approach

As a Self-Employed Financial Advisor, it's crucial to demonstrate your commitment to client satisfaction. Prepare examples of how you've successfully built and maintained client relationships in the past, highlighting your ability to understand their needs and provide tailored financial solutions.

✨Highlight Your Autonomy and Initiative

This role offers operational freedom, so be ready to discuss how you've thrived in self-directed environments. Share instances where you've taken the initiative to grow your client base or improve your services, showcasing your entrepreneurial spirit.

✨Familiarise Yourself with Their Support System

Understanding the administrative support and technology provided by the firm can set you apart. Research their offerings and be prepared to discuss how you would leverage these resources to enhance your practice and focus on client engagement.

✨Prepare for Questions on Earning Potential

With uncapped commission structures, be ready to discuss your strategies for achieving high earnings. Think about how you plan to cultivate client relationships and drive sales, and be prepared to share your realistic targets and past successes.

Self employed Financial Advisor
Click To Hired
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