At a Glance
- Tasks: Provide tailored financial advice and build lasting client relationships.
- Company: Join an award-winning mortgage and insurance advice firm with a strong reputation.
- Benefits: Enjoy flexible remote work, established client base, and excellent earning potential.
- Other info: Access to marketing support and weekly podcast exposure opportunities.
- Why this job: Shape a new wealth advice division while enjoying self-employed freedom.
- Qualifications: Level 4 Diploma or above in financial advice; strong communication skills required.
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.
- 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.
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.
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.
- 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.
Financial Planner - Fully Remote in London employer: Ecruit
Mortgages & Insurers Solutions is an exceptional employer, offering self-employed Financial Advisers the unique opportunity to thrive in a flexible remote or hybrid working environment while benefiting from an established client base and strong brand support. With a commitment to employee growth and a collaborative culture, you will have the chance to build lasting client relationships and shape a new wealth advice division, all backed by a respected firm with a stellar reputation in the industry.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner - Fully Remote in London
✨Tip Number 1
Network like a pro! Reach out to your existing contacts and let them know you're on the lookout for new opportunities. You never know who might have a lead or a referral that could land you that perfect role.
✨Tip Number 2
Get social! Use platforms like LinkedIn to showcase your expertise in financial planning. Share insights, engage with others in the industry, and don’t hesitate to connect with potential clients or employers.
✨Tip Number 3
Prepare for those interviews! Research the company and come armed with questions that show your interest in their wealth planning proposition. This will help you stand out as a candidate who’s genuinely invested in their success.
✨Tip Number 4
Apply through our website! We’ve got a range of exciting opportunities waiting for you. Plus, applying directly shows your enthusiasm and commitment to joining our team at Mortgages & Insurers Solutions.
We think you need these skills to ace Financial Planner - Fully Remote in London
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in financial advice, pensions, and investments. We want to see how your skills align with the role of a Self-Employed Financial Adviser.
Showcase Your Client Relationships:Since building long-term client relationships is key, share examples of how you've successfully managed client portfolios or provided tailored advice in the past. This will help us see your client-focused approach.
Be Professional and Ethical:We value professionalism and ethics highly. Make sure your application reflects these qualities, whether it’s through your writing style or the way you present your qualifications and experiences.
Apply Through Our Website:For the best chance of success, apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for this exciting opportunity!
How to prepare for a job interview at Ecruit
✨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 will show your expertise and confidence in the field.
✨Build Rapport
Since this role is all about building long-term client relationships, practice your interpersonal skills. Think of ways to connect with the interviewer, perhaps by sharing a personal story or experience that highlights your relationship-building abilities.
✨Showcase Your Independence
As a self-employed adviser, it's crucial to demonstrate your ability to work independently. Prepare examples of how you've successfully managed your own client base or projects in the past, showcasing your initiative and self-motivation.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's growth plans and how you can contribute to shaping their wealth advice offering. This not only shows your interest in the role but also your strategic thinking and commitment to the company's success.
