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- Tasks: Help clients manage their wealth and financial goals while working independently.
- Company: Join a dynamic, independent financial services firm with a whole market approach.
- Benefits: Enjoy a fully remote role with a full IT package and experienced admin support.
- Why this job: Earn uncapped commissions with realistic first-year earnings of around £60k in a supportive environment.
- Qualifications: No specific qualifications required; just a passion for finance and helping others.
- Other info: Flexible work with no minimum contract or restrictions, perfect for self-motivated individuals.
The predicted salary is between 36000 - 84000 £ per year.
My client is an Independent, Whole of Market Financial Services firm looking for Mortgage, Wealth and Protection advisors to join their growing firm.
What’s on offer:
- Fully remote role
- Full IT package provided
- Experienced admin support
- No minimum contract or restricted tie in
- Independent whole of market firm
- Realistic year 1 earnings of circa £60k uncapped
- 70/30 commission split
Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited.
Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
Wealth Advisor - Self Employed employer: Clear IT Recruitment Limited
Contact Detail:
Clear IT Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Advisor - Self Employed
✨Tip Number 1
Network with other financial advisors and professionals in the industry. Attend relevant webinars or local meetups to build connections that could lead to referrals or insights about the role.
✨Tip Number 2
Familiarise yourself with the latest trends in wealth management and financial services. Being knowledgeable about current market conditions can help you stand out during discussions with potential employers.
✨Tip Number 3
Consider obtaining additional certifications or qualifications that are relevant to wealth advising. This not only enhances your skills but also demonstrates your commitment to professional development.
✨Tip Number 4
Prepare for interviews by practising common questions specific to wealth advising. Be ready to discuss your approach to client relationships and how you would handle various financial scenarios.
We think you need these skills to ace Wealth Advisor - Self Employed
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and expectations of a Wealth Advisor. Familiarise yourself with the financial services industry, especially in mortgage, wealth, and protection advising.
Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the role. Emphasise any previous roles in financial services, client management, or sales, and quantify your achievements where possible.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your understanding of the independent market. Mention why you are interested in this specific firm and how you can contribute to their success.
Follow Up: After submitting your application, consider sending a polite follow-up email if you haven't heard back within a week. This shows your enthusiasm for the position and keeps you on their radar.
How to prepare for a job interview at Clear IT Recruitment Limited
✨Know Your Financial Products
As a Wealth Advisor, it's crucial to have a solid understanding of various financial products. Brush up on mortgages, investments, and protection plans so you can confidently discuss them during the interview.
✨Demonstrate Your Independence
Since this role is with an independent firm, highlight your ability to work autonomously. Share examples of how you've successfully managed client relationships and made decisions without oversight.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills. Think about past experiences where you had to navigate complex financial situations and be ready to explain your thought process.
✨Showcase Your Communication Skills
Effective communication is key in this role. Practice articulating your thoughts clearly and concisely, and be prepared to demonstrate how you would explain complex financial concepts to clients.
