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- Tasks: Connect with clients to review their financial goals and provide tailored advice.
- Company: Join a dynamic team of self-employed financial advisors making a real impact.
- Benefits: Enjoy flexible hours, work from home, and unlimited earning potential.
- Why this job: Build meaningful client relationships while maximizing your income and professional growth.
- Qualifications: Must have a Diploma in Regulated Financial Planning and an existing client bank.
- Other info: Receive full support on systems with no monthly fees.
The predicted salary is between 72000 - 120000 £ per year.
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As a Self-Employed Independent Financial Advisor, you will contact clients and book meetings for in-depth reviews of the client’s financial circumstances, current provisions, and future aims.
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Analyse information and liaise with internal support to prepare recommendations best suited to individual clients’ requirements and review financial reports.
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Researching an approved panel of product providers and providing clients with information on new and existing products and services.
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Commercial awareness: keeping up to date with financial products and legislation as well as ensuring your technical knowledge is maintained.
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Develop and maintain client relationships
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Continuous development of a client bank and maximising opportunities ensuring profitable relationships are built
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Fully qualified advisor (Diploma in Regulated Financial Planning)
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Must have their own client bank with funds under management
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Excellent communicator with an exceptional grasp of the English Language; both written and spoken.
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You will be computer literate with exceptional attention to detail.
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You will be highly self-motivated with the ability to offer excellent financial advice
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Unlimited earning potential, their highest earners are banking £300,000 a year
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65% – 80% split
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Full support is provided on all systems and no monthly additional fees.
Working hours:
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As a Financial Advisor, you’ll be required to work on a self-employed basis, working hours are flexible.
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Working from home is available in this role.
Financial Advisor employer: GCB Recruitment
Contact Detail:
GCB Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network actively within your existing client bank and seek referrals. Building strong relationships with your current clients can lead to new opportunities and help you expand your client base.
✨Tip Number 2
Stay updated on the latest financial products and legislation. This knowledge will not only enhance your credibility but also enable you to provide the best advice tailored to your clients' needs.
✨Tip Number 3
Utilize social media platforms to showcase your expertise and connect with potential clients. Sharing valuable insights and tips can attract individuals looking for financial advice.
✨Tip Number 4
Consider joining professional financial advisor groups or forums. Engaging with peers can provide you with support, resources, and potential leads for new clients.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications as a fully qualified advisor, including your Diploma in Regulated Financial Planning. Emphasize your experience in managing a client bank and your ability to provide tailored financial advice.
Craft a Compelling Cover Letter: In your cover letter, showcase your communication skills and your understanding of the financial industry. Mention your commercial awareness and how you keep up with financial products and legislation, as well as your commitment to continuous professional development.
Highlight Client Relationship Skills: Demonstrate your ability to develop and maintain client relationships. Provide examples of how you've maximized opportunities and built profitable relationships in your previous roles.
Showcase Technical Proficiency: Since being computer literate is essential for this role, mention any relevant software or tools you are proficient in. Highlight your attention to detail and how it has positively impacted your work in financial advising.
How to prepare for a job interview at GCB Recruitment
✨Showcase Your Client Relationship Skills
Be prepared to discuss your experience in building and maintaining client relationships. Share specific examples of how you've successfully managed client expectations and provided tailored financial advice.
✨Demonstrate Your Financial Knowledge
Stay updated on the latest financial products and legislation. During the interview, highlight your understanding of current market trends and how they can impact clients' financial decisions.
✨Prepare for Technical Questions
Expect questions that assess your technical knowledge in financial planning. Brush up on key concepts and be ready to explain how you would analyze a client's financial situation and make recommendations.
✨Communicate Clearly and Confidently
As an excellent communicator, your ability to articulate complex financial information is crucial. Practice explaining financial concepts in simple terms, ensuring clarity and confidence in your delivery.
