At a Glance
- Tasks: Provide expert wealth advice and build your own client base with support.
- Company: Established wealth management firm offering a collaborative environment.
- Benefits: Keep 70% of your business, plus admin and marketing support.
- Other info: Remote work available across the UK with no fixed headcount.
- Why this job: Enjoy flexibility and autonomy while making a real impact in clients' lives.
- Qualifications: Level 4 qualified financial adviser with strong networking skills.
The predicted salary is between 49500 - 60500 £ per year.
Self-employed wealth advice role for financial planners who generate their own business and want proper back-up.
A self-employed financial planning role with an established wealth management firm.
You keep 70% on business you generate and 50% on leads the firm supplies, after network retention.
The firm pays your monthly adviser fees and PI, and you get admin support, marketing help, extra leads and paraplanning support at higher production levels.
South West London is preferred, but remote advisers anywhere in the UK are considered.
There is no fixed headcount.
- What you'll need
- Regulated, experienced financial adviser, Level 4 qualified
- Strong networking and self-generation
- Your own clients or a clear plan to build them
- What's on offer
70% on your own business, monthly adviser fees and PI covered, admin and marketing support, additional leads, paraplanning support at higher production levels.
Package: 70% on self-generated business; 50% on firm-supplied leads; monthly adviser fees paid by the firm
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South West London preferred · remote UK-wide considered employer: AR Recruitment
AR Recruitment offers a dynamic work culture with a focus on professional growth and flexibility. Employees enjoy competitive salaries, comprehensive training, and a supportive environment that fosters career advancement.
StudySmarter Expert Advice🤫
We think this is how you could land South West London preferred · remote UK-wide considered
✨Tap into Online Freelance Networks
Jump onto platforms like Upwork or Freelancer where finance and accounting gigs pop up all the time. Build a strong profile that showcases your financial controlling expertise, and don’t hesitate to apply for projects that fit your skillset.
✨Connect with Finance Communities
Join finance-specific groups on LinkedIn or forums like Finance Club. Engage in discussions and share insights to get noticed. This can lead to word-of-mouth recommendations and direct job leads from fellow finance professionals.
✨Show Off Your Knowledge
Create a public portfolio showcasing your projects or case studies related to financial controlling. Consider writing articles or blogs about finance trends or strategies, which can help establish your credibility and attract new clients.
✨Leverage Local Meetups
Keep an eye out for finance meetups or workshops in your area. They’re perfect for networking and can often lead to freelance opportunities. Plus, having that face-to-face connection can set you apart from the competition when clients are choosing who to hire.
We think you need these skills to ace South West London preferred · remote UK-wide considered
Some tips for your application 🫡
Show off your qualifications:In financial controlling, it's essential to highlight your relevant qualifications. Make sure to include any certifications like ACCA or CIMA in your CV, as they particularly catch the eye of hiring managers in this field. It's all about showcasing your expertise!
Portfolio of projects:As a freelancer, your portfolio is your best friend. Include case studies or summaries of past financial projects you've worked on. Clearly outline the challenges you faced, the solutions you implemented, and the outcomes. This not only showcases your skills but also proves your value to potential clients like AR Recruitment.
Be clear about your rates:When applying for freelance gigs, it's wise to be upfront about your rates in your application. Clearly stating your hourly or project-based fees can save both you and AR Recruitment time down the line. It shows you’re professional and ready to jump into negotiations.
Personalise your application:Don’t just send a generic application to AR Recruitment. Tailor your cover letter to include specific examples of how your skills in financial controlling align with their needs. Mention any software tools you're proficient with, like ERP systems or financial modelling tools, that are relevant to the role.
How to prepare for a job interview at AR Recruitment
✨Showcase Your Analytical Skills
In financial controlling, your ability to analyse data is vital. Make sure we highlight specific examples from your previous work where you've utilised analytical tools like Excel or specific forecasting software. The interviewers at AR Recruitment will want to see your numbers dance!
✨Prepare to Discuss Financial Strategies
Expect questions around how you approach financial strategy development. Have a few examples of successful strategies you've implemented in the past, as these can demonstrate your value to AR Recruitment. We should also think about discussing risk management, as it'll show you're thinking ahead.
✨Tailor Your Portfolio for Freelance Success
As a freelancer, your portfolio is your calling card! Let’s make sure it’s packed with case studies that showcase your financial projects, perhaps including any forecasting or budgeting you’ve done for diverse clients. Highlighting your versatility will be key to impressing AR Recruitment.
✨Pitch Your Services Confidently
When working as a freelancer, be prepared to discuss not just your experience but also your rates and value proposition. We need to have a clear idea of how your skills will fit into AR Recruitment's needs. Confidence in pitching your worth can go a long way!
