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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 in Warrington.
- Benefits: Enjoy unlimited earning potential, flexible hours, and the option to work from home.
- Why this job: This role offers autonomy, 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: Support provided on all systems with no monthly fees; ideal for self-motivated individuals.
Our clients are a well-established independent firm. They are seeking a Self-Employed Financial Advisor to join their company based in Warrington, 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. 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.
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 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.
- Computer literate with exceptional attention to detail.
- Highly self-motivated and a natural self-starter.
Self-Employed Financial Advisor employer: GCB Recruitment
Contact Detail:
GCB Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Self-Employed Financial Advisor
✨Tip Number 1
Network with other financial professionals in your area or online. Building relationships with existing advisors can lead to referrals and insights into the industry, which is crucial for a self-employed role.
✨Tip Number 2
Stay updated on the latest financial products and legislation. This knowledge will not only help you in client meetings but also demonstrate your commitment to continuous professional development, making you a more attractive candidate.
✨Tip Number 3
Consider joining relevant online forums or groups where financial advisors share tips and experiences. Engaging in these communities can provide valuable insights and help you establish your presence in the field.
✨Tip Number 4
Prepare to discuss your existing client bank during interviews. Highlighting your ability to maintain and grow client relationships will showcase your potential for success in this self-employed position.
We think you need these skills to ace Self-Employed Financial Advisor
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 advisor 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 Self-Employed Financial Advisor role. Mention your motivation to work independently and how you plan to develop client relationships.
Showcase Your Commercial Awareness: In your application, demonstrate your understanding of current financial products and legislation. This will show that you are proactive and knowledgeable, which is crucial for this role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter to ensure there are no spelling or grammatical errors. A polished application reflects your attention to detail, which 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 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 Advisor, 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 latest trends will show your commercial awareness and commitment to continuous development in the field.
✨Exhibit Strong Communication Skills
As an excellent communicator, practice articulating your thoughts clearly and confidently. Be prepared to discuss complex financial concepts in simple terms, showcasing your ability to connect with clients effectively.
