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- Tasks: Help clients achieve their financial goals while working flexibly from home.
- Company: Join a reputable independent financial advisory firm with a strong track record.
- Benefits: Unlimited earning potential, compliance support, and ongoing training opportunities.
- Why this job: Make a real impact on clients' lives while enjoying the freedom of self-employment.
- Qualifications: Must be a fully qualified advisor with excellent communication skills.
- Other info: Flexible hours and remote work make this role perfect for a self-starter.
The predicted salary is between 72000 - 120000 £ per year.
Want to join a firm that can offer HUGE earning potential alongside working flexibility? We are excited to be offering an experienced Financial Advisor a rare opportunity to join our clients, a well-established independent financial advisory firm with an excellent reputation and large quantities of business. They offer their employees fantastic earning opportunities in addition to continued support and career advancement.
This position would be on a self-employed WFH basis.
The successful Financial Advisor will be offered:
- Unlimited earning potential, their highest earners are banking £300,000 a year (depends on how much business you are writing and your work ethic)
- 80:20 split
- Compliance support
- In-house and external training / workshops
- CII exam training and in-house study courses, including R0, AF, level 6 and Fellowship
- No monthly additional fees
- Paraplanning support
- Admin support
Financial Advisor requirements:
- 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.
- You will be computer literate with exceptional attention to detail.
- You will be highly self-motivated and a natural self-starter
Working hours:
- Self-employed basis
- Working hours are flexible
- Remote working is available in this role.
As a Financial Advisor, your role will involve the following:
- 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 ensuring your technical knowledge is maintained.
- Develop and maintain client relationships
- Continuous development of a client bank and maximising opportunities ensuring profitable relationships are built.
Financial Advisor - Norwich employer: GCB
Contact Detail:
GCB Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor - Norwich
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisors, attend industry events, and join online forums. The more people you know, the better your chances of landing that dream role.
✨Tip Number 2
Show off your skills! Prepare a portfolio showcasing your achievements and client success stories. This will help you stand out during interviews and demonstrate your value to potential employers.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to refine your answers and boost your confidence. The more comfortable you are, the better you'll perform when it counts.
✨Tip Number 4
Don't forget to apply through our website! We’ve got loads of resources to help you along the way, and applying directly can give you an edge over the competition. Let's get you that Financial Advisor role!
We think you need these skills to ace Financial Advisor - Norwich
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Advisor role. Highlight your qualifications, experience, and any existing client bank you have. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter should tell us why you're the perfect fit for this position. Share your passion for financial advising and how your skills align with our firm's values. Keep it engaging and personal!
Showcase Your Communication Skills: As an advisor, communication is key! Use clear and concise language in your application. We want to see your exceptional grasp of English, so make sure your writing reflects that.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at GCB
✨Know Your Numbers
As a Financial Advisor, you'll need to demonstrate your understanding of financial products and market trends. Brush up on key statistics and recent changes in legislation that could impact your clients. This shows you're not just knowledgeable but also proactive about staying informed.
✨Showcase Your Communication Skills
Since excellent communication is crucial for this role, practice articulating complex financial concepts in simple terms. Consider doing mock interviews with friends or family to refine your delivery. Remember, it's all about making your clients feel comfortable and understood.
✨Bring Your Client Bank
If you have an existing client bank, be ready to discuss it during the interview. Highlight how you’ve built these relationships and how they can translate into business for the firm. This will demonstrate your value and potential earning capacity right from the start.
✨Prepare Questions
Interviews are a two-way street, so prepare insightful questions about the firm's support systems, training opportunities, and culture. This not only shows your interest but also helps you gauge if the firm aligns with your career goals and working style.
