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For Companies At a Glance
- Tasks: Connect with clients, analyse their financial needs, and provide tailored advice.
- Company: Join a reputable independent firm in the West Midlands with a strong client base.
- Benefits: Enjoy unlimited earning potential, remote work options, and full support without extra fees.
- Why this job: Build meaningful client relationships while making a real impact on their financial futures.
- Qualifications: Must be a fully qualified advisor with a client bank and excellent communication skills.
- Other info: Opportunity for continuous development and growth in a supportive environment.
The predicted salary is between 40000 - 120000 £ per year.
Our clients are a well-established independent firm. They are seeking a Self-Employed Independent Financial Advisor to join their company based in the West Midlands. They have an excellent reputation and have a huge amount of business coming through, therefore can provide leads and help build your client bank and earning potential.
As a Self-Employed Independent Financial Advisor, working from home is available to the successful candidate after an induction period has been completed.
Package:
- £50,000 - £150,000 OTE - Unlimited earning potential
- 70% - 30% split
- Full support is provided on all systems and no monthly additional fees.
- Leads are provided to help grow existing client bank
As a Financial Advisor your role will involve:
- Contacting clients and booking meetings for in-depth reviews of the client’s financial circumstances, current provisions, and future aims.
- Analysing information and liaising with internal support to prepare recommendations best suited to individual clients' requirements and reviewing financial reports.
- Researching an approved panel of product providers and providing clients with information on new and existing products and services.
- Maintaining commercial awareness: keeping up to date with financial products and legislation as well as ensuring your technical knowledge is maintained.
- Developing and maintaining client relationships.
- Continuous development of a client bank and maximising opportunities ensuring profitable relationships are built.
For the Financial Advisor role you must have:
- Fully qualified advisor (Diploma in Regulated Financial Planning)
- Must have their own client bank with funds under management
- Excellent communicator with an exceptional grasp of the English Language; both written and spoken.
- You will be computer literate with exceptional attention to detail.
- You will be highly self-motivated with the ability to offer excellent financial advice.
Contact Detail:
GCB Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor
✨Tip Number 1
Network with other financial professionals in the West Midlands area. Attend local finance-related events or join online forums to connect with potential clients and industry peers who can provide referrals.
✨Tip Number 2
Stay updated on the latest financial products and regulations. This will not only enhance your knowledge but also demonstrate your commitment to providing the best advice to your clients, making you a more attractive candidate.
✨Tip Number 3
Consider creating a personal brand through social media platforms like LinkedIn. Share insights, articles, and tips related to financial planning to showcase your expertise and attract potential clients.
✨Tip Number 4
Prepare for interviews by practising common questions that may arise regarding client management and financial strategies. Being well-prepared will help you convey confidence and competence during discussions with potential employers.
We think you need these skills to ace Independent 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 are the perfect fit for the role. Mention your ability to build client relationships and your knowledge of financial products.
Showcase Your Technical Knowledge: In your application, demonstrate your understanding of current financial legislation and products. This will show that you are proactive and well-informed, which is crucial for the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter. Ensure there are no spelling or grammatical errors, as attention to detail is essential for 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 Client Management Skills
Be ready to talk about your existing client bank and how you've successfully managed relationships in the past. Share specific examples of how you've built trust and maximised opportunities with clients.
✨Stay Updated on Financial Products
Research current financial products and legislation before the interview. Being knowledgeable about the latest trends will show that you are proactive and committed to continuous development in your field.
✨Communicate Clearly and Confidently
As an Independent Financial Advisor, communication is key. Practice articulating your thoughts clearly and confidently, both in writing and verbally, to demonstrate your exceptional grasp of the English language.
