At a Glance
- Tasks: Manage your own client base and provide personalised financial advice.
- Company: A modern, client-focused financial advisory firm with a relaxed atmosphere.
- Benefits: Enjoy a competitive commission split and access to advanced technology.
- Other info: Join a growing team with strong infrastructure and consistent cash flow.
- Why this job: Gain autonomy in your role while working remotely in a supportive environment.
- Qualifications: Must have a transferable client bank and experience as a financial adviser.
The predicted salary is between 50000 - 70000 £ per year.
Self Employed Financial Adviser (75/25 split) Remote, West Midlands
Are you a financial adviser with a strong client base, now looking for greater ownership within a highly autonomous firm? This is an excellent opportunity to join a relatively new firm, established by two advisers who moved on from their roles at True Potential to focus on a more client-centric and personalised approach.
With strong infrastructure and consistent cash flow in place, the business is well positioned to expand by adding another adviser to the team. They operate with a modern technology stack that supports the delivery of pensions, reports, ISAs and related services, all of which are covered within your commission split, along with FCA regulatory costs.
If you are an adviser looking for greater autonomy in a more relaxed environment then I’d love to hear from you.
The Role:
- Remote Self Employed Adviser position (Ideally based across the Midlands)
- Work with your own client bank
- Modern technology immediately available
The Person:
- Adviser with a transferrable client bank
- Comfortable in a Self-employed role
- Looking for more autonomy in a relaxed environment
Independent Financial Advisor in Birmingham employer: Eden Rose
Join a forward-thinking financial advisory firm that prioritises client relationships and offers you the autonomy to manage your own client base. With a strong infrastructure and modern technology at your fingertips, you'll thrive in a relaxed remote environment while enjoying the benefits of a competitive commission split. This is an ideal opportunity for advisers seeking meaningful work and the chance to grow within a supportive team in the West Midlands.
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial Advisor in Birmingham
✨Show Off Your Expertise Online
In the banking and financial services world, sharing your insights on platforms like LinkedIn can really set you apart. Write articles about market trends or finance tips, and engage in discussions in relevant groups. This not only boosts your visibility but also highlights your knowledge to potential clients.
✨Join Freelance Platforms and Networking Events
Freelancing in finance can be competitive, so make sure you're on platforms like Upwork or Fiverr, specifically targeting finance gigs. Also, look for finance networking events or webinars to connect with small businesses that might need your services. Meeting people face-to-face (or online) can score you those elusive freelance contracts.
✨Build a Stunning Portfolio
Since you're going freelance, having a solid portfolio is a must. Showcase your previous work, such as reports or analyses, and consider using case studies to highlight your approach. The more you can demonstrate your skills, the easier it is for clients to trust you with their finances.
✨Direct Outreach is Key
For freelance gigs, don't wait for opportunities to come to you. Identify companies or startups that align with your skills and reach out directly. A personalised message introducing yourself and proposing how you could add value can go a long way. Plus, keep an eye on Eden Rose for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Independent Financial Advisor in Birmingham
Some tips for your application 🫡
Showcase Your Financial Savvy:When applying for a freelance role in banking and financial services, we need to see your expertise front and centre! Mention specific financial regulations or tools you've mastered, and feel free to include your relevant qualifications, like CFA or ACCA, to bolster your credibility.
Build a Stellar Portfolio:Since this is a freelance gig, your portfolio is your ticket to impressing us at Eden Rose. Include examples of past projects you've completed—think financial analyses, investment reports, or forecasting models. Be sure to highlight the results you achieved!
Tailor Your Rates and Availability:We want to see that you're flexible and can align with our needs. Clearly outline your freelance rates, availability for projects, and whether you're open to long-term collaborations or just ad-hoc gigs. This makes it easier for us to understand how we can work together!
Craft a Compelling Cover Letter:In your cover letter, express not just your skills, but also why you're excited about joining Eden Rose. Share your passion for financial services and how you plan to tackle challenges in this sector. This is your chance to connect on a personal level—make it count!
How to prepare for a job interview at Eden Rose
✨Show Off Your Financial Savvy
When you're talking with Eden Rose, make sure to highlight your experience with financial modelling, risk assessment, or portfolio management. Freelance work often requires a good level of financial literacy, so prepare to discuss any relevant tools you've used, whether it's Excel or specific financial software.
✨Bring Your Portfolio to Life
A freelance role means you’ll want to showcase your previous work effectively. Put together a portfolio that not only highlights your projects but also demonstrates the outcomes - think case studies or success stories that showcase how your financial skills made a difference for past clients.
✨Know Your Regulations and Compliance
In the banking and financial services world, understanding compliance and regulations is crucial. Make sure you’re up to date with the latest standards as they relate to your expertise. Be prepared for specific questions about how you've navigated these in past roles or how you'd approach potential compliance challenges.
✨Be Ready to Discuss Your Rates and Availability
As a freelancer, the topic of rates and availability can come up early on. Be clear about what you offer and how you charge. It might also help to have a few examples in mind where your expertise saved someone money or improved efficiency to justify your rates to Eden Rose.
