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For Companies At a Glance
- Tasks: Connect with clients, analyse their finances, and provide tailored recommendations.
- Company: Reputable independent firm offering a flexible work-from-home environment.
- Benefits: Unlimited earning potential, full support, and flexible working hours.
- Why this job: Shape your career in finance while enjoying the freedom of self-employment.
- Qualifications: Must be a qualified advisor with excellent communication skills.
- Other info: Great opportunity for growth with a supportive team and no hidden fees.
Our clients are a well-established independent firm. They are seeking a Self-Employed Financial Advisor to join their company based in Warrington, working from home. They have an excellent reputation and have a huge amount of business coming through to them.
Responsibilities
- Contact clients and book meetings for in-depth reviews of the client’s financial circumstances, current provisions, and future aims.
- Analyse information and liaise with internal support to prepare recommendations best suited to individual clients' requirements and review financial reports.
- Research an approved panel of product providers and provide clients with information on new and existing products and services.
- Maintain commercial awareness by keeping up to date with financial products and legislation as well as ensuring your technical knowledge is maintained.
- Develop and maintain client relationships, continuously developing a client bank and maximising opportunities to ensure profitable relationships are built.
Qualifications
- Fully qualified advisor (Diploma in Regulated Financial Planning).
- Preferably experience as an adviser but would consider someone looking for progression from a previous role.
- An existing client bank to bring with you.
- Excellent communicator with an exceptional grasp of the English Language; both written and spoken.
- Computer literate with exceptional attention to detail.
- Highly self-motivated and a natural self-starter.
Working hours
As a Self-Employed Financial Advisor, you’ll be required to work on a self-employed basis, with flexible working hours. Working from home is available in this role.
Salary/Package
Unlimited earning potential; their highest earners are banking £300,000 a year. It all depends on how much business you are writing and your work ethic. 80:20 split. Full support is provided on all systems and no monthly additional fees.
Self-Employed Financial Adviser in England employer: GCB Agency Recruitment
Contact Detail:
GCB Agency Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Self-Employed Financial Adviser in England
✨Tip Number 1
Network like a pro! Reach out to your existing contacts and let them know you're on the lookout for new clients. Word of mouth is powerful, and personal recommendations can really help you land those initial meetings.
✨Tip Number 2
Showcase your expertise! Create informative content or host webinars about financial planning topics. This not only positions you as an expert but also attracts potential clients who are looking for guidance.
✨Tip Number 3
Stay updated with industry trends! Regularly read up on financial products and legislation changes. This knowledge will not only boost your confidence but also impress clients during your meetings.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you succeed in your self-employed journey. Plus, it’s a great way to get noticed by the right people who can help you grow your client base.
We think you need these skills to ace Self-Employed Financial Adviser in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of a Self-Employed Financial Adviser. Highlight your qualifications, experience, and any existing client relationships you can bring along. We want to see how you fit into our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share your passion for financial advising and how you plan to develop client relationships. We love a good story!
Showcase Your Communication Skills: As an adviser, communication is key. Make sure your written application reflects your exceptional grasp of the English language. We’re looking for clarity and professionalism in your writing, so proofread before hitting send!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at GCB Agency Recruitment
✨Know Your Stuff
Make sure you brush up on your financial knowledge and the latest products available. Being able to discuss current trends and legislation will show that you're not just qualified, but also genuinely interested in the field.
✨Showcase Your Communication Skills
As an adviser, you'll need to communicate complex information clearly. Practice explaining financial concepts in simple terms, and be ready to demonstrate your exceptional grasp of the English language during the interview.
✨Bring Your Client Bank
If you have an existing client bank, be prepared to discuss it. Highlight how you’ve built those relationships and how they can translate into success for the firm. This could set you apart from other candidates.
✨Demonstrate Self-Motivation
Since this role is self-employed, it's crucial to show that you're a natural self-starter. Share examples of how you've successfully managed your time and driven your own success in previous roles.
