At a Glance
- Tasks: As a self-employed Financial Advisor, you'll manage your own clients and provide top-notch financial planning services.
- Company: Join a well-established independent network with over 140 advisors and a strong support system.
- Benefits: Enjoy an 80/20 commission split, compliance support, and potential for discretionary bonuses.
- Why this job: This role offers autonomy, growth potential, and the chance to make a real impact on clients' financial futures.
- Qualifications: Experience as a Financial Advisor is essential; bring your expertise and entrepreneurial spirit.
- Other info: Flexible working arrangements and a supportive network await you!
The predicted salary is between 36000 - 60000 £ per year.
The network is looking for experienced self-employed Financial Advisors who want to be part of an independent network. This is an opportunity for advisers who are comfortable generating their own business and are committed to providing high-quality financial planning services, currently managing over £15 million in funds.
About the Network
The network was established almost 20 years ago and now has over 140 ARs. They are an independent network with a strong discretionary fund management (DFM) panel with seven providers, conducting quarterly due diligence on DFM options to ensure the best outcomes for clients. The network also offers full compliance, FCA levies, and PI cover provided. The commission split is 80/20, capped at £30k. Once above the limit, there is a 3% ongoing fee for the rest of the year. A discretionary bonus is available for advisors with an agreed level in DFM, reducing fees even further, with the possibility of eliminating fees altogether.
The Role
As an adviser, you will have full control over your daily operations, allowing you to focus on expanding your client base. With dedicated support in paraplanning, compliance, and administration, you can concentrate on providing exceptional service without the burden of operational tasks. Backed by streamlined systems and efficient processes, you’ll have everything you need to nurture your existing clients and grow your business with confidence.
Apply
This is a network for experienced, independent Financial Advisors who are looking for a long-term home with strong compliance, investment support, and business growth potential. If this sounds like the right fit for you, apply today.
Contact Detail:
Finlink Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Self Employed Financial Advisor
✨Tip Number 1
Network with other financial advisors and professionals in the industry. Attend local events or join online forums to build relationships and gain insights into best practices. This can help you understand what it takes to thrive in a self-employed role.
✨Tip Number 2
Familiarise yourself with the compliance and regulatory requirements specific to self-employed financial advisors. Understanding these will not only boost your confidence but also demonstrate your commitment to high-quality service when you apply.
✨Tip Number 3
Develop a strong personal brand that showcases your expertise and unique selling points. Use social media platforms like LinkedIn to share valuable content and engage with potential clients, which can help you stand out in the competitive market.
✨Tip Number 4
Consider creating a business plan that outlines your goals, target market, and strategies for client acquisition. This will not only clarify your vision but also impress potential employers by showing your proactive approach to building your financial advisory practice.
We think you need these skills to ace Self Employed Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a self-employed Financial Advisor. Focus on your ability to generate business, manage funds, and provide high-quality financial planning services.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your commitment to client service. Mention specific achievements and how you align with the network's values and goals.
Highlight Relevant Qualifications: Include any relevant qualifications, certifications, or memberships in professional bodies that demonstrate your expertise in financial advising. This will strengthen your application.
Showcase Your Business Acumen: In your application, emphasise your experience in generating your own business and managing client relationships. Provide examples of how you've successfully grown your client base in the past.
How to prepare for a job interview at Finlink Ltd
✨Showcase Your Experience
Make sure to highlight your previous experience as a financial advisor. Discuss specific cases where you successfully generated business and provided high-quality financial planning services. This will demonstrate your capability and fit for the role.
✨Understand the Network's Values
Research the network thoroughly before the interview. Understand their values, mission, and the importance they place on compliance and client outcomes. This knowledge will help you align your answers with what they are looking for in a candidate.
✨Prepare Questions
Have a list of insightful questions ready to ask during the interview. Inquire about their support systems, compliance processes, and how they assist advisors in growing their client base. This shows your interest in the role and helps you assess if it's the right fit for you.
✨Demonstrate Your Independence
Since this role is for self-employed advisors, emphasise your ability to work independently. Share examples of how you've managed your own operations and client relationships effectively, showcasing your entrepreneurial spirit and commitment to client service.