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 strong referral opportunities from day one.
- 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. 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 in Slough employer: Ecruit
Mortgages & Insurers Solutions is an exceptional employer, offering self-employed Financial Advisors the unique opportunity to thrive in a supportive environment with access to a robust client base and a respected brand. With flexible remote and hybrid working options, modern London office facilities, and a strong emphasis on professional growth, you can enjoy the freedom of self-employment while benefiting from established referral opportunities and a collaborative team culture. Join us to shape a new wealth advice offering and take your career to new heights in a company known for its commitment to client satisfaction and long-term success.
StudySmarter Expert Advice🤫
We think this is how you could land Self-Employed Financial Advisor in Slough
✨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 or colleagues. Building relationships is key in this business, and you never know where your next referral might come from.
✨Showcase Your Expertise
Use social media to share your knowledge and insights on financial planning. Post articles, engage in discussions, and even start a blog or podcast. This not only positions you as an expert but also attracts clients who are looking for someone with your skills.
✨Leverage Existing Client Relationships
Since you’ll have access to an established client base, make sure to tap into those warm leads. Reach out to existing clients and offer them tailored advice that fits their evolving needs. Happy clients are likely to refer you to their friends and family!
✨Stay Organised and Compliant
Keep your client records accurate and up-to-date. Not only does this help you stay compliant with FCA regulations, but it also ensures you can provide the best service possible. A well-organised approach will impress clients and build trust.
We think you need these skills to ace Self-Employed Financial Advisor in Slough
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 Advisor, so don’t hold back on showcasing your relevant achievements!
Showcase Your Client Relationship Skills:Since building long-term client relationships is key for us, share examples of how you've successfully managed client interactions in the past. Whether it’s through testimonials or specific scenarios, let us know how you’ve made a difference in your clients' financial journeys.
Be Professional Yet Personable:While we appreciate professionalism, we also value a friendly approach. Use a tone that reflects your personality while maintaining a level of professionalism that aligns with our brand. This will help us see how you might fit into our team culture.
Apply Through Our Website:We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity. Plus, it’s super easy to do!
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 role is all about building long-term relationships.
✨Showcase Your Experience
Prepare examples from your past roles where you've successfully built client relationships or provided exceptional financial advice. This will help demonstrate your ability to thrive in a self-employed environment and show that you can hit the ground running.
✨Understand the Company
Do your homework on Mortgages & Insurers Solutions. Familiarise yourself with their services, reputation, and client base. Being able to speak about their strengths and how you can contribute will impress the interviewers.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's growth plans and how they support their advisers. This shows your genuine interest in the role and helps you gauge if it's the right fit for you.
