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For Companies At a Glance
- Tasks: Help clients with pensions, investments, and protection while managing your own schedule.
- Company: Join a forward-thinking financial advisory firm that supports ambitious professionals.
- Benefits: Enjoy remote work, flexible hours, and a competitive commission structure.
- Why this job: Grow your business with strong support and lead generation services in a self-managed role.
- Qualifications: Must be Level 4 qualified with expertise in financial advice and client management.
- Other info: Ideal for self-motivated individuals looking to thrive in a dynamic environment.
The predicted salary is between 32000 - 72000 £ per year.
Are you a driven, self-employed Financial Adviser with experience and expertise in pensions, investments, and protection? Do you have a strong client base and are looking for an opportunity to grow your business with flexibility, support, and competitive earning potential? If so, my clients have an opportunity that will suit you! Our clients are a forward-thinking financial advisory firm with an established infrastructure designed to support ambitious professionals. Their model allows advisers to thrive in a remote, self-managed capacity while benefiting from a supportive back-office system and lead generation services. Requirements for the Self-Employed Financial Adviser: Level 4 qualified A pension transfer specialist or someone who has passed G60/AF4. Ability to bring clients with funds totalling over £7 million. Expertise in pensions, investments, and protection services. Familiarity with Intelliflo (our back-office system) is highly desirable. Self-motivated and entrepreneurial Proven track record of delivering high-quality financial advice. Committed to providing exceptional client service and fostering long-term relationships. Salary and Benefits on offer: Work from home with the freedom to manage your schedule. Self Employed OTE £40,000 – £100,000 + Competitive commission structure Paraplann…
Self-Employed Financial Adviser employer: GCB Recruitment
Contact Detail:
GCB Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Self-Employed Financial Adviser
✨Tip Number 1
Network with other financial advisers and professionals in your area. Attend industry events or join online forums to connect with potential clients and gain referrals, which can help you build your client base.
✨Tip Number 2
Leverage social media platforms to showcase your expertise in pensions, investments, and protection services. Share valuable content and insights that demonstrate your knowledge and attract potential clients.
✨Tip Number 3
Consider obtaining additional certifications or training related to pension transfer or investment strategies. This will not only enhance your qualifications but also make you more appealing to clients looking for specialized advice.
✨Tip Number 4
Familiarize yourself with Intelliflo and other back-office systems to streamline your operations. Being proficient in these tools will allow you to manage your business more efficiently and provide better service to your clients.
We think you need these skills to ace Self-Employed Financial Adviser
Some tips for your application 🫡
Highlight Your Qualifications: Make sure to clearly state your Level 4 qualification and any relevant certifications, such as being a pension transfer specialist or having passed G60/AF4. This will demonstrate your expertise right from the start.
Showcase Your Client Base: Emphasize your ability to bring clients with funds totaling over £7 million. Provide specific examples of your client relationships and how you have successfully managed their financial needs.
Demonstrate Your Experience: Detail your experience in pensions, investments, and protection services. Use concrete examples to illustrate your proven track record of delivering high-quality financial advice and exceptional client service.
Express Your Entrepreneurial Spirit: Convey your self-motivated and entrepreneurial mindset. Discuss how you thrive in a remote, self-managed environment and how you plan to leverage the support and infrastructure provided by the firm to grow your business.
How to prepare for a job interview at GCB Recruitment
✨Showcase Your Expertise
Be prepared to discuss your experience in pensions, investments, and protection services. Highlight specific cases where you've successfully advised clients and the impact of your advice on their financial well-being.
✨Demonstrate Your Client Base
Since bringing clients with funds over £7 million is a requirement, be ready to talk about your existing client relationships. Share how you’ve built and maintained these relationships, and how they can benefit from your services.
✨Familiarize Yourself with Intelliflo
If you have experience with Intelliflo, mention it during the interview. If not, take some time to learn about it beforehand. Showing that you're proactive about understanding their back-office system can set you apart.
✨Emphasize Your Self-Motivation
As a self-employed adviser, it's crucial to demonstrate your entrepreneurial spirit. Share examples of how you've managed your own business, met targets, and adapted to challenges in a remote working environment.
