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- Tasks: Provide independent financial advice and build long-term client relationships.
- Company: Join a leading UK accountancy practice expanding its financial planning division.
- Benefits: Enjoy excellent commission splits, consistent leads, and admin support.
- Why this job: Gain autonomy while working with high-quality clients in a reputable firm.
- Qualifications: Level 4 Diploma in Financial Planning and proven advisory experience required.
- Other info: Self-employed role with significant support and infrastructure provided.
The predicted salary is between 36000 - 60000 £ per year.
We are partnering with one of the UK’s largest and most respected Accountancy practices as they continue to grow their financial planning division across East Anglia. This is a self-employed opportunity with significant support, infrastructure, and lead generation in place. You’ll benefit from warm referrals through accountancy offices and introducers, working with a diverse and affluent client base typically £250k+ AUM, including HNW individuals £500k+.
What’s on offer:
- Very good percentage splits
- Consistent lead flow from the Accountancy network
- Paraplanning & Admin support provided
- Access to high-quality clients and introducers
- Build your own business within a business
The role:
- Provide holistic, independent financial advice to new and existing clients
- Review clients' circumstances and tailor solutions to meet their financial goals
- Build long-term, trusted client relationships
- Play a key role in expanding the financial planning footprint across the region
What we’re looking for:
- Level 4 Diploma in Financial Planning (Chartered or working towards a bonus)
- Proven experience as a Financial Adviser with a track record of client relationship development
- Background in or understanding of accountancy practices is an advantage
- Self-motivated with strong communication and organisational skills
- Solid technical knowledge across pensions, investments, protection, and tax planning
If you’re a driven adviser looking for autonomy, high-quality support within a growing, reputable firm, let’s talk.
Contact Detail:
Synchronicity Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser (Self-Employed)
✨Tip Number 1
Network with professionals in the accountancy field. Since this role involves working closely with accountancy practices, building relationships with accountants can lead to valuable referrals and insights into potential clients.
✨Tip Number 2
Showcase your expertise in financial planning by attending local seminars or workshops. This not only enhances your knowledge but also positions you as a knowledgeable adviser in the community, making you more attractive to potential clients.
✨Tip Number 3
Leverage social media platforms to connect with high-net-worth individuals. Share valuable content related to financial advice and engage with your audience to build trust and credibility in your expertise.
✨Tip Number 4
Consider joining local business groups or chambers of commerce. These organisations often provide networking opportunities that can help you meet potential clients and other professionals who can refer clients to you.
We think you need these skills to ace Financial Adviser (Self-Employed)
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of a Financial Adviser. Tailor your application to highlight how your skills and experience align with the job description.
Highlight Relevant Experience: In your CV and cover letter, emphasise your proven experience as a Financial Adviser. Include specific examples of client relationship development and any relevant qualifications, such as your Level 4 Diploma in Financial Planning.
Showcase Your Skills: Demonstrate your self-motivation, communication, and organisational skills in your application. Provide examples of how you've successfully managed client relationships and tailored financial solutions in the past.
Craft a Compelling Cover Letter: Write a personalised cover letter that explains why you're interested in this self-employed opportunity. Mention your understanding of accountancy practices and how you can contribute to expanding the financial planning footprint in East Anglia.
How to prepare for a job interview at Synchronicity Group
✨Showcase Your Financial Knowledge
Make sure to brush up on your technical knowledge across pensions, investments, protection, and tax planning. Be prepared to discuss how you have applied this knowledge in previous roles, as it will demonstrate your expertise and ability to provide holistic financial advice.
✨Highlight Client Relationship Skills
Since building long-term, trusted client relationships is key for this role, come ready with examples of how you've successfully developed and maintained client relationships in the past. This will show that you understand the importance of trust and rapport in financial advising.
✨Understand the Company’s Values
Research the accountancy practice you’ll be partnering with. Understanding their values and how they operate will help you align your answers with what they are looking for in a candidate, making you a more attractive prospect.
✨Prepare Questions About Support and Infrastructure
Since this role offers significant support and infrastructure, prepare thoughtful questions about these aspects. This shows your interest in how the company can help you succeed and demonstrates your proactive approach to building your own business within their framework.
