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- Tasks: Provide tailored financial advice and build lasting client relationships.
- Company: Join a leading independent financial planning firm in the North West.
- Benefits: Enjoy a flexible home-based role with admin and marketing support.
- Why this job: Embrace self-employment freedom while being part of a collaborative team.
- Qualifications: Must be Diploma-qualified (Level 4) with strong communication skills.
- Other info: Salary potential of £100,000 - £200,000 OTE based on performance.
The predicted salary is between 72000 - 120000 £ per year.
Social network you want to login/join with:
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Client:
GCB
Location:
Lancaster, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
0bc52d7ed0f5
Job Views:
3
Posted:
29.06.2025
Expiry Date:
13.08.2025
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Job Description:
We are delighted to present an outstanding opportunity for qualified self-employed Financial Advisors in the North West to join a highly successful and fully independent financial planning firm. Our client offers whole-of-market advice across a wide range of services, including wealth management, mortgages, commercial finance, employee benefits, and protection.
This firm is known for its strong infrastructure, offering excellent support through its admin and marketing team. It’s an ideal opportunity for advisors seeking to keep the freedom of self-employment while being part of a collaborative, forward-thinking organisation.
This is a home-based role with the flexibility to work from offices located across the UK.
Salary package on offer for the role of Financial Advisor:
- £100,000 – £200,000 OTE (based on lead conversion and self-generated business)
- Admin/ Paraplanning support
- Access to their Office
- Marketing team providing leads
- Diploma-qualified (Level 4 or equivalent in financial advice)
- Full UK driving licence
- Existing client bank (additional leads also provided)
- Self-Sufficient
- Ethical and client-focused mindset
- Strong interpersonal and communication skills
Key responsibilities of the Financial Advisor:
- Delivering holistic financial advice tailored to individual client needs
- Building and maintaining long-term, trusted client relationships
- Promoting a wide range of financial products and services
- Managing and growing your client portfolio with full back-office and compliance support
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Financial Advisor - Lancaster employer: GCB
Contact Detail:
GCB Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor - Lancaster
✨Tip Number 1
Network with other financial professionals in the Lancaster area. Attend local finance-related events or join online forums to connect with potential colleagues and clients. Building relationships can lead to referrals and insights about the job market.
✨Tip Number 2
Familiarise yourself with the specific services offered by the firm you're applying to. Understanding their approach to wealth management, mortgages, and other financial products will help you tailor your conversations during interviews and demonstrate your genuine interest.
✨Tip Number 3
Prepare to discuss your existing client bank and how you plan to grow it. Highlighting your strategies for client acquisition and retention will show that you are proactive and self-sufficient, which is crucial for a self-employed role.
✨Tip Number 4
Showcase your ethical and client-focused mindset during discussions. Be ready to provide examples of how you've prioritised client needs in past roles, as this aligns with the firm's values and will set you apart from other candidates.
We think you need these skills to ace Financial Advisor - Lancaster
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of a Financial Advisor. Familiarise yourself with the services offered by the firm and how your skills align with their needs.
Tailor Your CV: Customise your CV to highlight relevant experience in financial advising, client relationship management, and any qualifications such as the Diploma in Financial Advice. Use specific examples to demonstrate your success in these areas.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your understanding of the firm's values. Mention your self-sufficiency and ethical approach, and explain how you can contribute to their success.
Proofread Your Application: Before submitting, carefully proofread your application materials for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the financial sector.
How to prepare for a job interview at GCB
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services offered by the firm. Be prepared to discuss how you would tailor these offerings to meet individual client needs.
✨Demonstrate Your Client Relationship Skills
Since building long-term relationships is key in this role, come ready with examples of how you've successfully managed client relationships in the past. Highlight your interpersonal skills and how they contribute to client trust.
✨Showcase Your Self-Sufficiency
As a self-employed advisor, it's crucial to demonstrate your ability to work independently. Share experiences where you've successfully generated leads or managed your own portfolio without extensive oversight.
✨Prepare for Ethical Scenarios
Given the importance of an ethical mindset in financial advising, be prepared to discuss how you would handle various ethical dilemmas. This will show your commitment to client-focused advice and integrity in your practice.
