Independent Financial Advisor (Self Employed)

Independent Financial Advisor (Self Employed)

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 advisory firm with a strong reputation since the 1980s.
  • Benefits: Enjoy the flexibility of self-employment and a supportive client base.
  • Why this job: Make a real impact on clients' financial futures while working independently.
  • Qualifications: Must be a level 4 (or preferably 6) qualified financial advisor with UK sales experience.
  • Other info: This role is perfect for experienced advisors looking to grow their own practice.

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.

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

As an 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 since the 1980s, we offer a unique opportunity to build on our strong client base and make a meaningful impact in the lives of our customers.
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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 Independent Financial Advisor (Self Employed)

✨Tip Number 1

Network with other financial advisors in the Essex area. Attend local industry events or join professional groups to connect with potential colleagues and clients who can vouch for your expertise.

✨Tip Number 2

Showcase your track record in UK sales of investments and pensions through case studies or testimonials. This will help you stand out as a candidate who not only meets the qualifications but also has proven success.

✨Tip Number 3

Familiarise yourself with the specific needs and preferences of the client base in the Essex area. Tailoring your approach to meet these needs can demonstrate your commitment to putting customers first, which is crucial for this role.

✨Tip Number 4

Prepare to discuss your strategies for building and maintaining client relationships during interviews. Highlighting your interpersonal skills and client-centric approach can set you apart from other candidates.

We think you need these skills to ace Independent Financial Advisor (Self Employed)

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
Risk Assessment Skills
Excellent Communication Skills
Negotiation Skills
Market Research and Analysis
Networking Skills
Time Management
Problem-Solving Skills

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; place it prominently.

Showcase Your Experience: Detail your demonstrable track record in UK sales of investments and pensions. Use specific examples and metrics to illustrate your success, as this will help you stand out.

Tailor Your CV and Cover Letter: Customise your CV and cover letter to reflect the values and client-first approach of the company. Mention how your experience aligns with their mission and how you can contribute to their established client base.

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

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 prominently 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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