Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide tailored financial advice and build lasting client relationships.
- Company: Join a successful, independent financial planning firm with a strong support system.
- Benefits: Enjoy remote work flexibility, admin support, and a competitive salary package.
- Why this job: Perfect for self-motivated individuals seeking freedom and collaboration in a dynamic environment.
- Qualifications: Must be diploma-qualified in financial advice and possess a full UK driving licence.
- Other info: Access to marketing leads and a supportive team to help grow your client portfolio.
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 North West. Attend local industry events or join relevant online forums to connect with potential clients and gain insights into the market.
✨Tip Number 2
Leverage social media platforms, especially LinkedIn, to showcase your expertise and build your personal brand. Share valuable content related to financial advice to attract potential clients.
✨Tip Number 3
Consider reaching out to existing clients for referrals. A strong client base can significantly enhance your credibility and help you secure more business opportunities.
✨Tip Number 4
Familiarise yourself with the specific services offered by the firm you're applying to. Tailor your approach to highlight how your skills and experience align with their offerings and values.
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, especially your Diploma (Level 4 or equivalent) in financial advice. Emphasise your existing client bank and any relevant experience in wealth management, mortgages, or commercial finance.
Craft a Compelling Cover Letter: Write a cover letter that showcases your ethical and client-focused mindset. Discuss how your strong interpersonal and communication skills have helped you build long-term client relationships in the past.
Highlight Your Self-Sufficiency: In your application, mention specific examples of how you've successfully managed your own client portfolio. This will demonstrate your ability to work independently while still being part of a collaborative team.
Showcase Your Flexibility: Since this is a home-based role, express your willingness to work flexibly and your ability to adapt to different working environments. Mention any experience you have with remote work or managing your time effectively.
How to prepare for a job interview at GCB Recruitment
✨Showcase Your Qualifications
Make sure to highlight your Diploma qualification and any relevant experience in financial advice. Be prepared to discuss how your qualifications have equipped you to provide holistic financial advice tailored to client needs.
✨Demonstrate Your Client Relationship Skills
Since building long-term, trusted relationships is key for this role, come prepared with examples of how you've successfully managed client relationships in the past. This will show your interpersonal skills and client-focused mindset.
✨Discuss Your Self-Sufficiency
As a self-employed Financial Advisor, it's crucial to demonstrate your ability to work independently. Share experiences where you've taken initiative or managed your own client portfolio effectively, showcasing your self-sufficiency.
✨Prepare Questions About Support Structures
This firm offers strong admin and marketing support, so prepare thoughtful questions about how these resources can help you succeed. This shows your interest in collaboration and understanding of the importance of support in a self-employed role.
