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- Tasks: Connect with clients, analyse their needs, and provide tailored financial advice.
- Company: Join a reputable independent financial advisory firm with a large client base.
- Benefits: Enjoy unlimited earning potential, flexible hours, and comprehensive support.
- Why this job: This role offers significant income opportunities and the chance to grow your career remotely.
- Qualifications: Must have a Diploma in Regulated Financial Planning; experience preferred but not essential.
- Other info: Self-employed position with no monthly fees and extensive training provided.
Want to join a firm that can offer HUGE earning potential alongside working flexibility? We are excited to offer an experienced Financial Advisor a rare opportunity to join our clients, a well-established independent financial advisory firm with an excellent reputation and a large client base. They provide their employees with fantastic earning opportunities, ongoing support, and career progression. This position is on a self-employed, remote working basis.
The successful Financial Advisor will be offered:
- Unlimited earning potential; top earners make up to £300,000 annually (dependent on business written and work ethic)
- 80:20 split
- Compliance support
- In-house and external training/workshops
- CII exam training and in-house study courses, including R0, AF, Level 6, and Fellowship
- No monthly fees
- Paraplanning support
- Admin support
Fully qualified advisor (Diploma in Regulated Financial Planning) Experience as an adviser preferred but open to those seeking progression from a related role. Existing client bank to bring. Excellent communication skills, both written and spoken. Computer literate with strong attention to detail. Highly self-motivated and proactive.
Working hours: Self-employed, flexible hours. Remote working available.
Role responsibilities include:
- Contact clients and schedule meetings for financial reviews
- Analyse client information and liaise with support to prepare tailored recommendations and review reports
- Research approved product providers and inform clients of products and services
- Stay updated on financial products and legislation
- Develop and maintain client relationships
- Grow your client bank and maximize profitability
Financial Advisor employer: GCB Agency Recruitment
Contact Detail:
GCB Agency Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with other financial professionals to gain insights and referrals. Attend industry events or webinars where you can meet potential clients and learn about the latest trends in financial advising.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise. Share valuable content related to financial planning, engage with your audience, and connect with individuals who may need your services.
✨Tip Number 3
Consider obtaining additional certifications or training that can enhance your qualifications. This not only boosts your credibility but also shows your commitment to professional development, making you a more attractive candidate.
✨Tip Number 4
Prepare for interviews by researching the firm’s values and client base. Tailor your responses to demonstrate how your experience aligns with their goals and how you can contribute to their success as a Financial Advisor.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial advising or related roles. Emphasise your qualifications, such as the Diploma in Regulated Financial Planning, and any existing client relationships you can bring.
Craft a Compelling Cover Letter: Write a cover letter that showcases your communication skills and explains why you're interested in this self-employed, remote position. Mention your motivation to achieve high earnings and how you plan to grow your client bank.
Highlight Your Skills: In your application, focus on your strong attention to detail, self-motivation, and proactive approach. These qualities are essential for a successful Financial Advisor, especially in a flexible working environment.
Prepare for Potential Questions: Think about how you would answer questions regarding your experience with client management and product knowledge. Be ready to discuss how you stay updated on financial products and legislation during an interview.
How to prepare for a job interview at GCB Agency Recruitment
✨Showcase Your Communication Skills
As a Financial Advisor, excellent communication is key. Be prepared to demonstrate your ability to explain complex financial concepts clearly and concisely. Use examples from your past experiences where you successfully communicated with clients or colleagues.
✨Highlight Your Client Management Experience
Since the role involves developing and maintaining client relationships, share specific instances where you've successfully managed client accounts. Discuss how you built trust and rapport, and any strategies you used to grow your client base.
✨Demonstrate Your Proactivity
This position requires a self-motivated individual. Prepare to discuss how you've taken initiative in previous roles, whether it was pursuing additional training, seeking out new clients, or improving processes. Show that you're someone who doesn't wait for opportunities but creates them.
✨Research the Company and Its Products
Familiarise yourself with the firm’s reputation and the financial products they offer. Being knowledgeable about their services will not only impress your interviewers but also allow you to ask insightful questions, demonstrating your genuine interest in the role.
