At a Glance
- Tasks: Build and manage client relationships while delivering tailored financial advice.
- Company: Established wealth management practice with a strong reputation for client outcomes.
- Benefits: Full admin support, marketing assistance, and ongoing training for career growth.
- Other info: Join a supportive environment that encourages professional development and ambition.
- Why this job: Focus on advising clients without the hassle of excessive administration.
- Qualifications: Proven experience as a Financial Adviser and Level 4 Diploma qualified.
The predicted salary is between 49500 - 60500 £ per year.
A brilliant opportunity for an experienced Financial Adviser to join a well-established and growing Partner Practice. Below covers everything you need to know about what this opportunity entails, as well as what is expected from applicants.
Our client is a successful and expanding wealth management practice experienced in providing tailored advice across investment, retirement and protection planning as well as mortgages and intergenerational wealth management. With a strong reputation for delivering high-quality client outcomes, the business offers advisers the infrastructure, support, and autonomy needed to thrive in a client-focused environment.
The Opportunity
This role is ideal for an experienced Financial Adviser who wants to focus on advising clients and developing relationships, while benefiting from comprehensive back-office support. You will be responsible for:
- Managing and developing relationships with an existing client bank
- Identifying new business opportunities within existing client relationships
- Building and growing your own portfolio of clients
- Delivering holistic financial advice tailored to client needs
- Working collaboratively with an experienced support team
What's on Offer
You will benefit from:
- Full administration support
- Dedicated paraplanning support
- Lead generation assistance
- Marketing
- Operational support
- Proven advice processes and modern technology
- Ongoing training and development
This support structure ensures client cases are handled efficiently, allowing you to spend more time delivering advice and building meaningful client relationships, without the burden of excessive administration.
About You
To be considered for this opportunity, you will ideally have:
- Proven experience as a Financial Adviser
- Level 4 Diploma qualified (or equivalent)
- Strong relationship-building and client management skills
- A proactive approach to business development
- The ambition to grow within a progressive and supportive environment
If you already work for a partner practice of SJP this would be a bonus. This is an excellent opportunity for an adviser looking to join a growing practice where they can accelerate their career and focus on what they do best delivering exceptional advice to clients.
Self-Employed Financial Advisor employer: Amber Employment Services
Join a dynamic team as a Service Desk Operator – IT, where your organisational skills and customer-focused approach will be valued in a supportive work environment. With a commitment to employee growth, we offer opportunities for professional development while fostering a collaborative culture that prioritises teamwork and effective communication. Located at a secure site, this role not only provides a chance to enhance your IT experience but also ensures a stable and rewarding career path until March 2027.
StudySmarter Expert Advice🤫
We think this is how you could land Self-Employed Financial Advisor
✨Show Off Your Expertise Online
In the banking and financial services world, sharing your insights on platforms like LinkedIn can really set you apart. Write articles about market trends or finance tips, and engage in discussions in relevant groups. This not only boosts your visibility but also highlights your knowledge to potential clients.
✨Join Freelance Platforms and Networking Events
Freelancing in finance can be competitive, so make sure you're on platforms like Upwork or Fiverr, specifically targeting finance gigs. Also, look for finance networking events or webinars to connect with small businesses that might need your services. Meeting people face-to-face (or online) can score you those elusive freelance contracts.
✨Build a Stunning Portfolio
Since you're going freelance, having a solid portfolio is a must. Showcase your previous work, such as reports or analyses, and consider using case studies to highlight your approach. The more you can demonstrate your skills, the easier it is for clients to trust you with their finances.
✨Direct Outreach is Key
For freelance gigs, don't wait for opportunities to come to you. Identify companies or startups that align with your skills and reach out directly. A personalised message introducing yourself and proposing how you could add value can go a long way. Plus, keep an eye on Amber Employment Services for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Self-Employed Financial Advisor
Some tips for your application 🫡
Showcase Your Financial Savvy:When applying for a freelance role in banking and financial services, we need to see your expertise front and centre! Mention specific financial regulations or tools you've mastered, and feel free to include your relevant qualifications, like CFA or ACCA, to bolster your credibility.
Build a Stellar Portfolio:Since this is a freelance gig, your portfolio is your ticket to impressing us at Amber Employment Services. Include examples of past projects you've completed—think financial analyses, investment reports, or forecasting models. Be sure to highlight the results you achieved!
Tailor Your Rates and Availability:We want to see that you're flexible and can align with our needs. Clearly outline your freelance rates, availability for projects, and whether you're open to long-term collaborations or just ad-hoc gigs. This makes it easier for us to understand how we can work together!
Craft a Compelling Cover Letter:In your cover letter, express not just your skills, but also why you're excited about joining Amber Employment Services. Share your passion for financial services and how you plan to tackle challenges in this sector. This is your chance to connect on a personal level—make it count!
How to prepare for a job interview at Amber Employment Services
✨Show Off Your Financial Savvy
When you're talking with Amber Employment Services, make sure to highlight your experience with financial modelling, risk assessment, or portfolio management. Freelance work often requires a good level of financial literacy, so prepare to discuss any relevant tools you've used, whether it's Excel or specific financial software.
✨Bring Your Portfolio to Life
A freelance role means you’ll want to showcase your previous work effectively. Put together a portfolio that not only highlights your projects but also demonstrates the outcomes - think case studies or success stories that showcase how your financial skills made a difference for past clients.
✨Know Your Regulations and Compliance
In the banking and financial services world, understanding compliance and regulations is crucial. Make sure you’re up to date with the latest standards as they relate to your expertise. Be prepared for specific questions about how you've navigated these in past roles or how you'd approach potential compliance challenges.
✨Be Ready to Discuss Your Rates and Availability
As a freelancer, the topic of rates and availability can come up early on. Be clear about what you offer and how you charge. It might also help to have a few examples in mind where your expertise saved someone money or improved efficiency to justify your rates to Amber Employment Services.
