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For Companies At a Glance
- Tasks: Connect with clients, analyse their finances, and provide tailored advice.
- Company: Join a reputable independent firm in Manchester with a strong client base.
- Benefits: Enjoy unlimited earning potential, flexible hours, and remote work options.
- Why this job: Make a real impact on clients' financial futures while enjoying a supportive culture.
- Qualifications: Must be a fully qualified advisor with a client bank and excellent communication skills.
- Other info: No monthly fees and full support provided for your success.
The predicted salary is between 72000 - 120000 £ per year.
Job Description
We are delighted to present an outstanding opportunity for qualified self-employed Financial Advisors in the North West to join a highly successful and fully independent financial planning firm. Our client offers whole-of-market advice across a wide range of services, including wealth management, mortgages, commercial finance, employee benefits, and protection.
This firm is known for its strong infrastructure, offering excellent support through its admin and marketing team. It’s an ideal opportunity for advisors seeking to keep the freedom of self-employment while being part of a collaborative, forward-thinking organisation.
This is a home-based role with the flexibility to work from offices located across the UK.
Salary package on offer for the role of Financial Advisor:
- £100,000 – £200,000 OTE (based on lead conversion and self-generated business)
- Admin/ Paraplanning support
- Access to their Office
- Marketing team providing leads
Financial Advisor requirements:
- Diploma-qualified (Level 4 or equivalent in financial advice)
- Full UK driving licence
- Existing client bank (additional leads also provided)
- Self-Sufficient
- Ethical and client-focused mindset
- Strong interpersonal and communication skills
Key responsibilities of the Financial Advisor:
- Delivering holistic financial advice tailored to individual client needs
- Building and maintaining long-term, trusted client relationships
- Promoting a wide range of financial products and services
- Managing and growing your client portfolio with full back-office and compliance support
Financial Advisor employer: GCB Recruitment
Contact Detail:
GCB Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with other financial professionals in the Manchester area. Attend local finance-related events or join online forums to connect with potential clients and industry peers. Building relationships can lead to referrals and opportunities.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise and connect with potential clients. Share valuable insights about financial planning and engage with your audience to establish yourself as a knowledgeable advisor.
✨Tip Number 3
Consider hosting free workshops or webinars on financial topics relevant to your target audience. This not only demonstrates your knowledge but also helps you build trust and attract new clients who may need your services.
✨Tip Number 4
Stay updated on the latest financial products and regulations. Regularly attending training sessions or obtaining additional certifications can enhance your credibility and make you more appealing to potential clients.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications, particularly your Diploma in Regulated Financial Planning. Emphasise your experience as a Financial Advisor and any existing client bank you have.
Craft a Compelling Cover Letter: Write a cover letter that showcases your communication skills and explains why you're the perfect fit for this self-employed role. Mention your ability to build client relationships and your motivation to succeed.
Showcase Your Skills: In your application, highlight your attention to detail and computer literacy. Provide examples of how you've successfully analysed financial information and made recommendations in the past.
Research the Company: Familiarise yourself with the firm’s reputation and values. Mention in your application how you align with their goals and how you can contribute to their success as a Financial Advisor.
How to prepare for a job interview at GCB Recruitment
✨Showcase Your Qualifications
Make sure to highlight your Diploma in Regulated Financial Planning during the interview. Discuss how your qualifications have prepared you to provide exceptional financial advice and how they align with the company's needs.
✨Demonstrate Your Communication Skills
As an excellent communicator, you should be ready to showcase your verbal and written skills. Prepare to discuss how you effectively communicate complex financial concepts to clients, ensuring they understand their options.
✨Discuss Your Client Bank
Be prepared to talk about your existing client bank and the funds under management. Highlight your experience in building and maintaining client relationships, as this is crucial for the role.
✨Stay Updated on Financial Products
Show your commercial awareness by discussing recent changes in financial products and legislation. This demonstrates your commitment to continuous development and ensures you can provide the best advice to clients.
