Self-employed Independent Financial Advisor

Self-employed Independent Financial Advisor

Essex Part-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Provide expert financial advice and manage client portfolios.
  • Company: Join a well-established financial advisory practice with decades of experience.
  • Benefits: Enjoy the flexibility of self-employment and a supportive client base.
  • Why this job: Make a real impact on clients' financial futures in a trusted environment.
  • Qualifications: Must be a level 4 (or preferably 6) qualified financial advisor with UK sales experience.
  • Other info: This role is perfect for those looking to grow their career independently.

The predicted salary is between 43200 - 72000 £ per year.

A very well established wealth & financial advisory practise based in the Essex area, have asked us to search in regard to a truly unique opportunity for an experienced financial advisor. Established back in the 1980's this company have built an incredible client base over the years, offering a full range of financial advice and putting their customers first.

Please note: you MUST be a fully level 4 (or preferably 6) qualified financial advisor to be considered for this role. In addition, you must have a demonstrable track record in UK sales of investments and pensions etc.

Self-employed Independent Financial Advisor employer: F S People Ltd (Financial Services recruitment specialists)

As a self-employed Independent Financial Advisor with our esteemed practice in Essex, you will join a well-established firm that prioritises client relationships and offers a comprehensive range of financial services. Our supportive work culture fosters professional growth, providing you with the tools and resources to excel in your career while enjoying the flexibility of self-employment. With a rich history dating back to the 1980s, we offer a unique opportunity to build on an impressive client base, ensuring a rewarding and meaningful career in financial advisory.
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Contact Detail:

F S People Ltd (Financial Services recruitment specialists) Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Self-employed Independent Financial Advisor

✨Tip Number 1

Network with other financial advisors in the Essex area. Attend local industry events or join relevant online forums to connect with professionals who may have insights about the company or the role.

✨Tip Number 2

Research the company's history and client base thoroughly. Understanding their values and the services they offer will help you tailor your approach and demonstrate your genuine interest during any discussions.

✨Tip Number 3

Prepare to discuss your track record in UK sales of investments and pensions in detail. Be ready to share specific examples of how you've successfully built client relationships and achieved sales targets.

✨Tip Number 4

Consider reaching out to current or former employees of the company on LinkedIn. They can provide valuable insights into the company culture and expectations, which can help you stand out as a candidate.

We think you need these skills to ace Self-employed Independent Financial Advisor

Level 4 or Level 6 Financial Qualification
Knowledge of UK Investment Products
Understanding of Pension Schemes
Sales Skills in Financial Services
Client Relationship Management
Regulatory Compliance Knowledge
Financial Planning and Analysis
Excellent Communication Skills
Negotiation Skills
Market Research and Analysis
Problem-Solving Skills
Networking Abilities
Time Management
Adaptability to Market Changes

Some tips for your application 🫡

Highlight Your Qualifications: Make sure to clearly state your Level 4 or preferably Level 6 qualifications in financial advising. This is a crucial requirement for the role, so don’t bury it in your CV.

Showcase Your Experience: Detail your demonstrable track record in UK sales of investments and pensions. Use specific examples and metrics to illustrate your success and how you’ve put customers first in your previous roles.

Tailor Your CV and Cover Letter: Customise your CV and cover letter to reflect the values and needs of the company. Emphasise your commitment to client satisfaction and how your experience aligns with their established practice.

Proofread Your Application: Before submitting, carefully proofread your application for any errors or typos. A polished application reflects your professionalism and attention to detail, which are essential in financial advising.

How to prepare for a job interview at F S People Ltd (Financial Services recruitment specialists)

✨Showcase Your Qualifications

Make sure to highlight your Level 4 or 6 qualifications during the interview. Be prepared to discuss how your education has equipped you with the necessary skills to provide top-notch financial advice.

✨Demonstrate Your Track Record

Prepare specific examples of your past successes in UK sales of investments and pensions. Use metrics and figures to illustrate your achievements, as this will help build credibility with the interviewer.

✨Understand the Company Culture

Research the company's history and values, especially their commitment to putting customers first. This will allow you to align your answers with their ethos and demonstrate that you are a good fit for their team.

✨Prepare Thoughtful Questions

Have a list of insightful questions ready to ask at the end of the interview. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.

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