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- Tasks: Join us as a self-employed financial adviser, building client relationships and providing personalised advice.
- Company: Principle Financial Planning Limited is an independent firm valuing meaningful client connections.
- Benefits: Enjoy remote work flexibility and optional access to our Hereford office.
- Why this job: This role offers growth opportunities and attractive terms for your financial advising career.
- Qualifications: A minimum of 3 years' experience preferred; less experienced advisers with a client bank are welcome.
- Other info: We are fully independent, not tied to any network or consolidator.
The predicted salary is between 36000 - 60000 £ per year.
We are seeking self-employed financial advisers to join our team. This opportunity is suited to established advisers as well as advisers earlier in their self-employed journey. Principle Financial Planning Limited is a directly authorised independent financial advice firm that places high value on meaningful client relationships. While we utilise technology to support efficiency, we firmly believe that face-to-face contact remains essential to delivering high-quality, personalised advice.
We are currently seeking self-motivated Independent Financial Advisers who are looking to further their careers and secure a strong future for their client relationships whilst obtaining commercially attractive terms.
- This is a remote role, with optional use of our Hereford office.
- Own client bank.
- A minimum of 3 years’ experience in a financial adviser role is preferred.
- Consideration will also be given to advisers with less than 3 years’ experience, where they have developed their own client bank and previously worked in a technical capacity.
- Flexible and commercially attractive models tailored to the needs of self-employed advisers, offering models suitable to both those with established client banks and those earlier on in their self-employed career.
- Fully Independent – we are not tied to a network or consolidator.
To arrange an initial, confidential chat, please contact us via LinkedIn or email at info@principlefp.
Independent Financial Adviser (self-employed) employer: Principle Financial Planning
Contact Detail:
Principle Financial Planning Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser (self-employed)
✨Tip Number 1
Network actively within the financial services industry. Attend local and virtual events, join relevant online forums, and connect with other professionals on LinkedIn to build relationships that could lead to referrals or partnerships.
✨Tip Number 2
Showcase your expertise by sharing valuable content related to financial advice on social media platforms. This not only demonstrates your knowledge but also helps you attract potential clients who may be interested in your services.
✨Tip Number 3
Consider reaching out to existing clients for testimonials or referrals. Positive feedback from satisfied clients can significantly enhance your credibility and help you stand out as a self-employed adviser.
✨Tip Number 4
Familiarise yourself with the technology and tools that Principle Financial Planning Limited uses. Being well-versed in these systems will demonstrate your readiness to integrate smoothly into their operations and enhance your efficiency as an adviser.
We think you need these skills to ace Independent Financial Adviser (self-employed)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience as a financial adviser, especially any work with client banks. Emphasise your qualifications and any FCA-approved certifications you hold.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your approach to building meaningful client relationships. Mention your self-employed journey and how it aligns with the firm's values.
Highlight Your Client Bank: If you have an established client bank, be sure to mention this prominently in your application. Discuss how you have developed these relationships and how they can benefit the firm.
Showcase Your Experience: Detail your experience in the financial sector, particularly any roles that involved direct client interaction or technical expertise. This will help demonstrate your capability to provide high-quality, personalised advice.
How to prepare for a job interview at Principle Financial Planning
✨Showcase Your Client Relationships
Since Principle Financial Planning Limited values meaningful client relationships, be prepared to discuss your existing client bank. Highlight how you've built and maintained these relationships, as this will demonstrate your ability to provide personalised advice.
✨Demonstrate Your Experience
With a preference for candidates with at least 3 years of experience, make sure to articulate your relevant background clearly. If you have less experience, focus on the technical skills you've developed and how they can benefit the firm.
✨Emphasise Your Self-Motivation
As a self-employed adviser, it's crucial to show that you're self-motivated. Share examples of how you've successfully managed your time and resources in previous roles, especially in a remote working environment.
✨Prepare for Technology Integration
Since the firm utilises technology for efficiency, be ready to discuss your familiarity with financial planning software and other tools. This will show that you can seamlessly integrate into their tech-driven approach while maintaining face-to-face interactions.
