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- Tasks: Connect with clients, analyse their needs, and provide tailored financial advice.
- Company: Join a reputable independent firm known for its strong client relationships.
- Benefits: Enjoy unlimited earning potential, flexible hours, and the option to work from home.
- Why this job: Be part of a supportive team with opportunities for personal growth and high earnings.
- Qualifications: Must be a fully qualified advisor with excellent communication skills and a client bank.
- Other info: Commission split ranges from 65% to 80%, with no monthly fees.
The predicted salary is between 21600 - 36000 £ per year.
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Financial Advisor – Liverpool, Liverpool
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Client:
GCB
Location:
Liverpool, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
abac5c7f52cf
Job Views:
25
Posted:
17.06.2025
Expiry Date:
01.08.2025
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Job Description:
Our clients are a well-established independent firm seeking a Self-Employed Independent Financial Advisor to join their team in Liverpool. They have an excellent reputation and a high volume of business.
The successful Financial Advisor will be offered:
- Unlimited earning potential, with top earners making up to £300,000 annually
- Commission split of 65% – 80%
- Full support on systems with no monthly fees
Working hours:
- Flexible, self-employed basis
- Work from home option available
Qualifications and Requirements:
- Fully qualified advisor (Diploma in Regulated Financial Planning)
- Own client bank with funds under management
- Excellent communication skills in English
- Computer literate with attention to detail
- Self-motivated with strong advisory skills
Role Responsibilities:
- Contact clients and schedule meetings for financial reviews
- Analyze client information and prepare recommendations
- Research product providers and inform clients about products
- Stay updated on financial legislation and products
- Develop and maintain client relationships
- Grow client bank and maximize opportunities
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Financial Advisor - Liverpool employer: GCB
Contact Detail:
GCB Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor - Liverpool
✨Tip Number 1
Network with other financial professionals in Liverpool. Attend local finance events or join relevant online groups to connect with potential clients and industry peers. Building relationships can lead to referrals and opportunities.
✨Tip Number 2
Showcase your expertise by offering free financial workshops or webinars. This not only demonstrates your knowledge but also helps you build a client base. Promote these events on social media to attract attendees.
✨Tip Number 3
Stay updated on the latest financial regulations and products. Subscribe to industry newsletters or follow financial news outlets. Being knowledgeable will help you gain trust from potential clients and set you apart from competitors.
✨Tip Number 4
Leverage social media platforms like LinkedIn to connect with potential clients. Share insightful content related to financial planning and engage with your audience. This can enhance your visibility and credibility as a financial advisor.
We think you need these skills to ace Financial Advisor - Liverpool
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications as a Financial Advisor, including your Diploma in Regulated Financial Planning. Emphasise any previous experience managing client relationships and your ability to analyse financial information.
Craft a Compelling Cover Letter: Write a cover letter that showcases your communication skills and self-motivation. Explain why you are interested in this specific role and how your background aligns with the company's reputation and values.
Highlight Your Client Bank: Since the role requires an own client bank, clearly outline your existing client relationships and funds under management. This will demonstrate your capability to contribute to the firm's success from day one.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial advisory field.
How to prepare for a job interview at GCB
✨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 give examples of how you've successfully applied your knowledge in previous positions.
✨Demonstrate Your Client Management Skills
Since having an own client bank is crucial, be ready to talk about your experience managing client relationships. Share specific examples of how you've built trust and rapport with clients, and how you've successfully grown your client base.
✨Stay Informed on Financial Legislation
The financial sector is always changing, so it's important to show that you're up-to-date with current legislation and products. Prepare to discuss recent changes in the industry and how they might affect your clients' financial planning.
✨Exhibit Strong Communication Skills
As a Financial Advisor, excellent communication is key. Practice articulating your thoughts clearly and confidently. You might even want to prepare a mock client meeting scenario to demonstrate your advisory skills and ability to explain complex information simply.