At a Glance
- Tasks: Build your own financial advisory business with warm referrals and client support.
- Company: Join a national network of independent financial advisers.
- Benefits: Uncapped earnings, flexible working, and full admin support.
- Other info: Great opportunity for self-starters looking to grow their client base.
- Why this job: Take control of your income and future in a rewarding, entrepreneurial role.
- Qualifications: Level 4 qualified Financial Advisers with client-facing experience.
The predicted salary is between 108000 - 180000 £ per year.
Independent Financial AdviserLocation: UK-wide (Priority: West of London & North of England – Manchester and beyond)
Employment Type: Self-Employed
Working Pattern: Fully remote, with regular client/accountant office visits
Earning Potential: £150k+ OTE | Uncapped earnings | Strong recurring revenue share
Back yourself. Build your business with warm referrals and real support.We’re looking for experienced Financial Advisers ready to take control of their income and future by joining a national network offering warm referrals, administrative support, and an independent proposition.
This isn’t cold-starting from scratch. You’ll be joining a business that works closely with over 400 accountancy offices across the UK and a client base of 200,000+ individuals and small business owners – offering a huge source of opportunity, especially within the top tier of clients and their extended families.
You\'ll work fully remotely, but will be expected to visit local accountancy offices and clients periodically to maintain relationships and deliver the face-to-face service clients value.
- What You’ll Get:High-quality, warm client referrals from professional partners
- Full-time admin and paraplanner support so you focus on advising
- Independent advice model – no ties to providers or vertical integration
- Flexible working – manage your time and location
- Attractive revenue share:
- ~60% on recurring income
- 40–60% on initial advice fees (volume-based)
- 60% on any self-generated business
- Retirement/earn-out potential on your client base (discretionary but highly likely)
- Who It’s For:Level 4 qualified Financial Advisers with 2+ years’ client-facing experience
- Those who can bring some legacy business, or are confident building new clients from strong internal referrals
- Self-starters who understand the early months will be lean, but are committed to the long game
- Advisers ready to step away from the restrictions of DFMs or nationals and keep more of what they earn
If you’re entrepreneurial, independent, and looking for a truly scalable opportunity – this is it.
Apply now or reach out confidentially for more information. Positions available across the UK, with priority in the North of England and West of London.
Financial Advisor (Self-Employed) in Slough employer: Be-Resourcing
Join a dynamic network of independent Financial Advisers where you can truly take control of your career and earnings. With the flexibility of remote work, strong administrative support, and access to a vast client base through established partnerships, this role offers an exceptional opportunity for growth and success. Embrace the entrepreneurial spirit in a supportive environment that values independence and rewards your hard work with uncapped earnings potential.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor (Self-Employed) in Slough
✨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 Be-Resourcing for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Financial Advisor (Self-Employed) in Slough
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 Be-Resourcing. 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 Be-Resourcing. 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 Be-Resourcing
✨Show Off Your Financial Savvy
When you're talking with Be-Resourcing, 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 Be-Resourcing.
