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- Tasks: Help clients with financial advice and build lasting relationships.
- Company: Join a top-rated, independent financial planning firm in the UK.
- Benefits: Enjoy flexible home-based work, strong support teams, and excellent earning potential.
- Why this job: Be part of an award-winning team while growing your own client base.
- Qualifications: Must have a Diploma in Financial Advice and a full UK driving licence.
- Other info: Access to training, marketing campaigns, and peer support for your success.
The predicted salary is between 80000 - 120000 £ per year.
Job DescriptionOur clients, a highly successful Financial Planners, are looking to add to their team with qualified Self Employed Financial Advisors across the UK. Our clients are fully independent and offer whole of market advice in a variety of services including Wealth, Mortgages, Commercial Finance, Employee Benefits and Protection. Due to the size of the business they offer exceptional job security and growth, with a dedicated business development team as well as a strong administrative support team.
This is an opportunity to join an award-winning growing team whilst maintaining your own clients.
Salary package on offer for the role of Financial Advisor:
£95,000 – £250,000 OTE (Based on your lead conversion and self-generated business)
Excellent commission splits
Support Administration
Business Development Team
Training and Development
Technical Support
Buy Out options with an exit plan
Social Events
Advisor peer and Mentor support
Marketing Campaigns to increase business opportunities.
Working Hours:
Home-based position with the option of going into offices which are based around the UK.
Requirements for this Self-Employed Financial Adviser role:
Diploma Qualified equivalent in Financial Advice.
Full UK Driving License.
Own client bank (Leads also provided)
Ethical and customer-focused approach.
Responsibilities of the Self-Employed Financial Adviser are:
Generating business and offering an excellent, bespoke service to those clients with a holistic approach.
Effectively selling the company\’s services across a wide spectrum of financial products.
Maintaining positive and profitable long-term relationships with clients in their best interests.
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Financial Advisor - Leeds employer: GCB
Contact Detail:
GCB Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor - Leeds
✨Tip Number 1
Network with other financial professionals in Leeds to build connections and gain insights into the local market. Attend industry events or join relevant online forums to establish relationships that could lead to referrals.
✨Tip Number 2
Familiarise yourself with the specific services offered by our clients, such as Wealth Management and Employee Benefits. This knowledge will help you tailor your conversations and demonstrate your understanding of their offerings during interviews.
✨Tip Number 3
Showcase your existing client bank and any successful case studies during discussions. Highlighting your past achievements can set you apart and illustrate your ability to generate business effectively.
✨Tip Number 4
Prepare thoughtful questions about the support systems in place, such as the business development and administrative teams. This shows your interest in how you can leverage these resources to succeed in the role.
We think you need these skills to ace Financial Advisor - Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications, particularly your Diploma in Financial Advice. Emphasise any relevant experience you have in generating business and maintaining client relationships.
Craft a Compelling Cover Letter: Write a cover letter that showcases your ethical and customer-focused approach. Mention how your skills align with the responsibilities of the role and express your enthusiasm for joining an award-winning team.
Highlight Your Client Bank: In your application, clearly state the size and nature of your existing client bank. This will demonstrate your ability to generate leads and maintain long-term relationships, which is crucial for this role.
Showcase Your Business Development Skills: Provide examples of how you've successfully generated business in the past. Discuss any marketing campaigns or strategies you've implemented that led to increased opportunities, as this aligns with the company's focus on growth.
How to prepare for a job interview at GCB
✨Showcase Your Qualifications
Make sure to highlight your Diploma in Financial Advice and any relevant qualifications during the interview. This will demonstrate your expertise and commitment to the role, which is crucial for a Financial Advisor.
✨Demonstrate Your Client Management Skills
Be prepared to discuss your experience with maintaining long-term client relationships. Share specific examples of how you've successfully managed client portfolios and provided bespoke services that meet their needs.
✨Understand the Company's Services
Familiarise yourself with the range of services offered by the company, such as Wealth Management, Mortgages, and Employee Benefits. This knowledge will allow you to speak confidently about how you can contribute to their success.
✨Prepare Questions for Them
Have a few insightful questions ready to ask the interviewers. This shows your genuine interest in the role and helps you assess if the company culture aligns with your values, especially regarding their ethical approach.