Self-Employed Financial Advisor

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. 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…