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 working options, high-quality office space, and marketing support.
- Other info: Access to an established client base and opportunities for professional growth.
- Why this job: Shape a new wealth advice division while enjoying self-employed freedom and earning potential.
- Qualifications: Level 4 Diploma or above in financial advice; experience in pensions and investments 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. 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.
- 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 (Hybrid/Remote) in London employer: Ecruit
Mortgages & Insurers Solutions is an exceptional employer, offering experienced Financial Advisers the unique opportunity to thrive in a self-employed role while benefiting from a strong brand reputation and an established client base. With flexible remote and hybrid working options, access to modern London offices, and robust support from a dedicated mortgage and protection team, employees can enjoy a rewarding work culture that fosters professional growth and long-term client relationships.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner (Hybrid/Remote) in London
✨Tip Number 1
Network like a pro! Get out there and connect with other financial professionals, attend industry events, and join online forums. Building relationships can lead to referrals and opportunities that you won't find on job boards.
✨Tip Number 2
Leverage social media to showcase your expertise. Share insights, tips, and success stories related to financial planning. This not only builds your personal brand but also attracts potential clients who resonate with your approach.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After meeting someone or having a conversation, drop them a quick message to keep the connection alive. It shows you're proactive and genuinely interested in building relationships.
✨Tip Number 4
Apply through our website for the best chance at landing the role! We’re all about finding the right fit, so make sure your application reflects your passion for helping clients achieve their financial goals.
We think you need these skills to ace Financial Planner (Hybrid/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, so don’t hold back on showcasing your relevant achievements!
Showcase Your Client Relationships:Since building long-term client relationships is key for us, share examples of how you've successfully managed client interactions in the past. Highlight any repeat business or referrals you've generated, as this will demonstrate your ability to foster trust and loyalty.
Be Professional Yet Personal:While we appreciate professionalism, don’t forget to let your personality shine through! We’re looking for someone who can connect with clients on a personal level, so feel free to include a bit about your approach to client relationships and how you make financial planning approachable.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. This way, you’ll ensure your application reaches the right people and you can easily keep track of your progress. Plus, it shows you’re keen to join our team!
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 relationships, practice your interpersonal skills. Think of ways to connect with the interviewer, perhaps by sharing a relevant personal story or discussing your passion for helping clients achieve their financial goals.
✨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, highlighting your initiative and self-motivation.
✨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 the company aligns with your career aspirations.
