At a Glance
- Tasks: Help clients manage their finances and convert leads into ongoing clients.
- Company: Rapidly expanding wealth management firm with a focus on client growth.
- Benefits: Highly competitive commission, admin support, and freedom to work remotely.
- Other info: Great opportunity for career growth with access to a large client base.
- Why this job: Join a dynamic team and make a real impact in clients' financial lives.
- Qualifications: Level 4 Diploma in Financial Planning and strong communication skills.
The predicted salary is between 49500 - 60500 £ per year.
A rapidly expanding wealth management and financial advice firm is seeking to hire several financial advisers on a self-employed basis, offering highly competitive payaway rates. This initiative aims to manage and expand our existing client base. Currently, we have over 2,000 clients who are not receiving our ongoing services. We are in search of advisers who will join our team and assist in converting these individuals into ongoing clients.
Requirements:
- Possession of a Level 4 Diploma in Financial Planning (or equivalent) or higher, with aspirations towards achieving the prestigious Chartered Financial Planner status.
- Comprehensive knowledge of financial products, markets, and regulations.
- Competent Adviser Status (CAS).
- Exceptional communication and interpersonal skills, coupled with the ability to work independently with ease.
- Transferable Assets Under Management (AUM) is highly advantageous.
- Demonstrated track record of income generation.
- Strong analytical and sales skills.
Our Offer:
- Highly competitive, performance-reflective commission-based splits.
- Access to a substantial list of clients not currently receiving services, offering a significant opportunity for business conversion.
- Comprehensive administrative and paraplanning support, along with coverage of all Professional Indemnity Insurance (PII) & Financial Conduct Authority (FCA) fees.
- The freedom to work from any location.
Self Employed Financial Advisors employer: Breezy HR
Join a rapidly expanding wealth management firm that prioritises your success as a self-employed financial adviser. With highly competitive payaway rates, comprehensive support, and access to a substantial client base, you will have the opportunity to thrive in a flexible work environment that fosters independence and growth. Our commitment to your professional development, including pathways to Chartered Financial Planner status, makes us an exceptional employer for those seeking meaningful and rewarding careers in finance.
StudySmarter Expert Advice🤫
We think this is how you could land Self Employed Financial Advisors
✨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 Self Employed Financial Advisors
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 Breezy HR.
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 Breezy HR 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 Breezy HR. 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 Breezy HR
✨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 Breezy HR 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 Breezy HR. 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 Breezy HR.
✨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 Breezy HR's needs. Confidence in pitching your worth can go a long way!
