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For Companies At a Glance
- 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-net-worth clients in a supportive environment.
- Qualifications: Level 4 Diploma in Financial Planning and proven advisory experience required.
- Other info: This is a self-employed role with opportunities to grow your own business.
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. DM me or apply now to find out more.
Financial Adviser (Self-Employed) employer: Synchronicity Group
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 planning, which can help establish your credibility and attract clients who are looking for expert advice.
✨Tip Number 4
Consider joining local business groups or chambers of commerce. These organisations often provide networking opportunities that can lead to introductions to affluent clients and other professionals who may 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 to thoroughly 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 portfolios or built long-term relationships in previous roles.
Craft a Compelling Cover Letter: Write a personalised cover letter that explains why you are 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 Qualifications
Make sure to highlight your Level 4 Diploma in Financial Planning and any relevant qualifications. Discuss how these have equipped you to provide holistic financial advice, as this is crucial for the role.
✨Demonstrate Client Relationship Skills
Prepare examples of how you've successfully built and maintained client relationships in the past. This will show your ability to develop trust and rapport with clients, which is essential for a Financial Adviser.
✨Understand the Accountancy Connection
Since the role involves working closely with accountancy practices, brush up on your understanding of their operations. Being able to discuss how you can leverage these connections for lead generation will impress your interviewers.
✨Prepare for Technical Questions
Expect questions about pensions, investments, protection, and tax planning. Be ready to discuss your technical knowledge and how it applies to real-world scenarios, as this will demonstrate your expertise in the field.
