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For Companies At a Glance
- Tasks: Connect with clients, analyse their financial needs, and provide tailored recommendations.
- Company: Join a reputable independent firm with a strong client base and excellent support.
- Benefits: Enjoy unlimited earning potential, flexible hours, and the option to work from home.
- Why this job: This role offers independence, growth opportunities, and the chance to build meaningful client relationships.
- Qualifications: Must be a fully qualified advisor with a Diploma in Regulated Financial Planning.
- Other info: Ideal for motivated individuals looking to progress in their financial advisory career.
Job Description
Our clients are a well-established independent firm. They are seeking a Self-Employed Financial Advisor to join their company, working from home. They have an excellent reputation and have a huge amount of business coming through to them.
Working hours:
As a Self-Employed Financial Advisor, you’ll be required to work on a self-employed basis, working hours are flexible. And working from home is available in this role.
Salary/Package:
- Unlimited earning potential, their highest earners are banking £300,000 a year
- It all depends on how much business you are writing and your work ethic.
- 80:20 split
- Full support is provided on all systems and no monthly additional fees.
As a Self-Employed Financial Advisor your role will involve the following:
- As a Self-Employed Financial Advisor, you will contact clients and book meetings for in-depth reviews of the client’s financial circumstances, current provisions, and future aims.
- Analyse information and liaise with internal support to prepare recommendations best suited to individual clients' requirements and review financial reports.
- Researching an approved panel of product providers and providing clients with information on new and existing products and services.
- Commercial awareness: keeping up to date with financial products and legislation as well as ensuring your technical knowledge is maintained.
- Develop and maintain client relationships
- Continuous development of a client bank and maximising opportunities ensuring profitable relationships are built.
For the Self-Employed Financial Advisor role you must have:
- Fully qualified advisor (Diploma in Regulated Financial Planning)
- Preferably experience as an adviser but would consider someone looking for progression from a previous role.
- An existing client bank to bring with you
- 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 and a natural self-starter
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 the industry. Attend local finance-related events or join online forums to connect with potential clients and gain insights into the market.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise and build your personal brand. Share valuable content related to financial advice to attract potential clients and demonstrate your knowledge.
✨Tip Number 3
Consider obtaining additional certifications or attending workshops to enhance your skills and knowledge. This not only boosts your credibility but also shows potential clients that you are committed to continuous professional development.
✨Tip Number 4
Prepare for interviews by researching the firm’s values and client base. Tailor your approach to align with their reputation and demonstrate how your existing client bank can benefit their business.
We think you need these skills to ace Self-Employed Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications, especially your Diploma in Regulated Financial Planning. Emphasise any relevant experience as a financial adviser and detail your existing client bank.
Craft a Compelling Cover Letter: Write a cover letter that showcases your communication skills and explains why you are a great fit for the role. Mention your self-motivation and ability to work independently, as these are key traits for a self-employed position.
Showcase Your Commercial Awareness: In your application, demonstrate your understanding of current financial products and legislation. This could be through specific examples of how you've kept up-to-date or how you've applied this knowledge in previous roles.
Highlight Relationship-Building Skills: Since developing and maintaining client relationships is crucial, include examples of how you've successfully built rapport with clients in the past. This will show your potential employer that you can maximise opportunities and create profitable relationships.
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 for the role and any relevant experience you have as an adviser.
✨Demonstrate Your Client Relationship Skills
Prepare examples of how you've developed and maintained client relationships in the past. This is crucial for a Self-Employed Financial Adviser, so be ready to discuss your approach to building trust and rapport with clients.
✨Stay Updated on Financial Products
Research current financial products and legislation before the interview. Being knowledgeable about the industry will show your commitment and commercial awareness, which are key traits for this role.
✨Exhibit Your Self-Motivation
As a self-employed position, it's important to convey your self-motivation and ability to work independently. Share examples of how you've successfully managed your time and workload in previous roles.