At a Glance
- Tasks: As a Financial Advisor, you'll manage your own client base and provide top-notch financial planning services.
- Company: Join a well-established independent network with over 140 advisors and a strong support system.
- Benefits: Enjoy an 80/20 commission split, compliance support, and potential for discretionary bonuses.
- Why this job: This role offers autonomy, growth potential, and the chance to make a real impact in clients' lives.
- Qualifications: Experience as a Financial Advisor is essential; self-starters who can generate their own business thrive here.
- Other info: Flexible working arrangements and a supportive environment await you!
The predicted salary is between 36000 - 60000 £ per year.
The network is looking for experienced self-employed Financial Advisors who want to be part of an independent network. This is an opportunity for advisers who are comfortable generating their own business and are committed to providing high-quality financial planning services, currently managing over £15 million in funds.
About the Network
The network was established almost 20 years ago and now has over 140 ARs. They are an independent network with a strong discretionary fund management (DFM) panel with seven providers, conducting quarterly due diligence on DFM options to ensure the best outcomes for clients. The network also offers full compliance, FCA levies, and PI cover provided. The commission split is 80/20, capped at £30k. Once above the limit, there is a 3% ongoing fee for the rest of the year. A discretionary bonus is available for advisors with an agreed level in DFM, reducing fees even further, with the possibility of eliminating fees altogether.
The Role
As an adviser, you will have full control over your daily operations, allowing you to focus on expanding your client base. With dedicated support in paraplanning, compliance, and administration, you can concentrate on providing exceptional service without the burden of operational tasks. Backed by streamlined systems and efficient processes, you’ll have everything you need to nurture your existing clients and grow your business with confidence.
Apply
This is a network for experienced, independent Financial Advisors who are looking for a long-term home with strong compliance, investment support, and business growth potential. If this sounds like the right fit for you, apply today.
Self Employed Financial Advisor employer: Finlink Ltd
Contact Detail:
Finlink Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Self Employed Financial Advisor
✨Tip Number 1
Network with other financial advisors and professionals in the industry. Attend local events or join online forums to build relationships and gain insights into best practices. This can help you understand what it takes to thrive in a self-employed role.
✨Tip Number 2
Showcase your expertise by creating valuable content related to financial planning. Consider writing articles or hosting webinars that demonstrate your knowledge. This not only builds your personal brand but also attracts potential clients who are looking for guidance.
✨Tip Number 3
Leverage social media platforms to connect with potential clients. Share success stories, client testimonials, and informative posts about financial planning. Engaging with your audience online can significantly increase your visibility and credibility as a financial advisor.
✨Tip Number 4
Consider seeking mentorship from experienced financial advisors within the network. Learning from their experiences can provide you with valuable insights and strategies for building your client base and managing your practice effectively.
We think you need these skills to ace Self Employed Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Advisor. Focus on your ability to generate business, manage funds, and provide high-quality financial planning services. Use specific examples of your achievements to demonstrate your expertise.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for joining an independent network. Discuss your approach to client management and how you plan to leverage the support offered by the network to grow your business. Be sure to mention your commitment to compliance and exceptional service.
Highlight Relevant Qualifications: Include any relevant qualifications or certifications that enhance your credibility as a Financial Advisor. This could include your FCA registration, any financial planning designations, or specialised training that sets you apart from other candidates.
Showcase Your Business Acumen: Demonstrate your understanding of the financial market and your ability to manage client relationships effectively. Provide examples of how you've successfully grown your client base in the past and how you plan to do so in this new role.
How to prepare for a job interview at Finlink Ltd
✨Showcase Your Experience
Make sure to highlight your previous experience as a financial advisor. Discuss specific cases where you successfully generated business and provided high-quality financial planning services. This will demonstrate your capability and fit for the role.
✨Understand the Network's Values
Research the network's history and values before the interview. Being familiar with their independent status and commitment to compliance will show that you are genuinely interested in being part of their team.
✨Prepare Questions
Have a list of insightful questions ready to ask during the interview. Inquire about their support systems, compliance processes, and how they assist advisors in growing their client base. This shows your proactive approach and interest in the role.
✨Demonstrate Your Client-Centric Approach
Be prepared to discuss how you prioritise client needs and provide exceptional service. Share examples of how you've built strong relationships with clients and how you plan to nurture these relationships in the future.