At a Glance
- Tasks: Provide tailored financial advice and build lasting client relationships.
- Company: Join an award-winning firm with a strong reputation in the UK.
- Benefits: Enjoy flexible working, access to clients, and excellent earning potential.
- Other info: Be part of a supportive team with strong marketing and brand backing.
- Why this job: Shape a new wealth advice division while enjoying self-employed freedom.
- Qualifications: Level 4 Diploma and experience in financial advice preferred.
The predicted salary is between 50000 - 70000 £ per year.
Self-Employed Financial Advisor– Remote/ Hybrid with access to London offices.
The Role
Are you an experienced adviser who enjoys building long-term client relationships and helping people plan for a stronger financial future? Looking for the freedom of self-employment, but with warm client opportunities, brand support and a respected business behind you? Mortgages Insurers Solutions is growing, and this is an exciting opportunity for a Self-Employed Financial Adviser / Wealth Adviser to help shape a new wealth advice offering within an already successful mortgage and protection business.
You will provide tailored financial advice across pensions, investments, retirement planning and wider wealth management. You will work with clients who already trust the business through mortgage and protection services, giving you access to strong referral opportunities and an established customer base from day one. This is not a cold-start role. You will be joining a business with ambitious plans, a strong reputation and genuine long-term growth potential. The role offers flexibility to work remotely or from modern London offices, while giving you the independence to grow your own income and client bank. If you are an experienced Financial Adviser / Wealth Adviser looking for flexibility, warm client opportunities and the chance to help build something exciting, we would love to hear from you today.
Key Responsibilities:
- Provide high-quality financial advice in line with FCA regulations
- Support clients with pensions, investments and retirement planning
- Build trusted and lasting client relationships
- Work closely with the mortgage and protection team to identify suitable advice opportunities
- Help develop and grow the company’s wealth planning proposition
- Maintain accurate and compliant client records
- Generate repeat business and referrals
- Represent the business professionally across meetings, events and marketing activity
The Company
Mortgages Insurers Solutions is an award-winning mortgage and insurance advice firm with a strong presence across the UK. The business has built an excellent reputation for helping clients with first-time buyer mortgages, remortgaging, buy-to-let, protection and complex lending cases. With access to more than 80 lenders, the team is known for making the process simple and stress-free.
The Benefits
- Access to an established client base with strong wealth planning potential
- Flexible remote and hybrid working options
- High-quality office space in London
- Support from an experienced mortgage and protection team
- Strong brand reputation and 5-star client reviews
- Marketing and social media support
- Weekly finance podcast exposure opportunities
- Self-employed freedom with excellent earning potential
- Opportunity to shape and grow a new advice division
The Person
We are looking for someone who is professional, client-focused and motivated by building long-term relationships. You will ideally have:
- Level 4 Diploma qualification or above
- Experience within financial advice, pensions, investments or wealth planning
- Confidence working on a self-employed basis
- Strong communication and relationship-building skills
- A professional and ethical approach
- The ability to work independently while being part of a supportive wider team
- Experience within The Openwork Partnership network would be an advantage, but is not essential.
Self-Employed Financial Advisor employer: DG Partnership Ltd
Mortgages Insurers Solutions is an exceptional employer for self-employed Financial Advisors, offering the perfect blend of independence and support. With access to a robust client base and a strong brand reputation, you can thrive in a flexible remote or hybrid working environment while enjoying opportunities for professional growth and collaboration with a dedicated team. Join us to shape a new wealth advice division and make a meaningful impact on clients' financial futures.
StudySmarter Expert Advice🤫
We think this is how you could land Self-Employed Financial Advisor
✨Network Like a Pro
Get out there and connect with people! Attend industry events, join online forums, and don’t shy away from reaching out to potential clients. Building relationships is key, and who knows, you might just land your next big client through a casual chat.
✨Showcase Your Expertise
Create content that highlights your knowledge in financial advising. Whether it’s blog posts, videos, or social media updates, let your expertise shine! This not only builds trust but also attracts clients who are looking for someone like you.
✨Leverage Referrals
Don’t forget about the power of referrals! Ask your existing clients for introductions to their friends and family. Since you’re already trusted, this can lead to warm leads that are much easier to convert into clients.
✨Utilise Our Platform
Make sure to apply through our website! We’ve got a solid reputation and a strong client base ready for you to tap into. Plus, we’re here to support you every step of the way as you build your own income and client bank.
We think you need these skills to ace Self-Employed Financial Advisor
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the job description. Highlight your financial advisory experience, especially in pensions and investments, to show us you’re the right fit for this role.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about helping clients with their financial futures and how your background aligns with our mission at Mortgages Insurers Solutions.
Showcase Your Client Relationship Skills:Since building long-term client relationships is key, share examples of how you've successfully managed client interactions in the past. We want to see your ability to connect and maintain trust with clients.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at DG Partnership Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products, especially pensions and investments. Be ready to discuss how you can tailor advice to meet clients' needs, as this role is all about building long-term relationships.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've successfully built and maintained client relationships in the past. This will demonstrate your ability to connect with clients and provide them with the support they need for their financial futures.
✨Understand the Company’s Values
Familiarise yourself with Mortgages Insurers Solutions and their reputation in the industry. Knowing their approach to client service and how they support their advisers will help you align your answers with their values during the interview.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's growth plans and how you can contribute to shaping the new wealth advice offering. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
