At a Glance
- Tasks: Connect with clients, analyse their needs, and provide tailored financial advice.
- Company: Join a reputable independent firm with a strong client base in London.
- Benefits: Enjoy flexible working hours, remote work options, and unlimited earning potential.
- Why this job: Be part of a supportive team with opportunities for growth and high earnings.
- Qualifications: Must have a Diploma in Regulated Financial Planning; experience preferred but not essential.
- Other info: No monthly fees and a generous commission split of 80:20.
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 a high volume of business.
Working hours: As a Self-Employed Financial Advisor, you’ll work on a flexible, self-employed basis, with the option to work from home.
- Unlimited earning potential, with top earners making up to £300,000 annually
- Income depends on your business volume and work ethic
- 80:20 commission split
- Full support provided, with no monthly fees
Your role will include:
- Contact clients and schedule meetings for detailed financial reviews
- Analyze client information and liaise with support to prepare tailored recommendations
- Research approved product providers and inform clients about products and services
- Stay updated on financial products and legislation to maintain technical knowledge
- Develop and maintain client relationships
- Grow your client base and maximize profitable opportunities
Requirements for the role:
- Fully qualified advisor (Diploma in Regulated Financial Planning)
- Experience as an adviser preferred but open to progression candidates
- Existing client bank is advantageous
- Excellent communication skills in English, both written and spoken
- Computer literacy and attention to detail
- Self-motivated and proactive
Self-Employed Financial Advisor - Central London employer: GCB
Contact Detail:
GCB Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Self-Employed Financial Advisor - Central London
✨Tip Number 1
Network actively within the financial services community in London. Attend industry events, seminars, and workshops to meet potential clients and other professionals who can refer you. Building a strong local network can significantly enhance your client base.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise and connect with potential clients. Share valuable insights about financial planning and engage with your audience to establish yourself as a trusted advisor in the field.
✨Tip Number 3
Consider joining local business groups or chambers of commerce. These organisations often provide opportunities to meet business owners who may need financial advice, helping you to grow your client base effectively.
✨Tip Number 4
Stay updated on the latest financial products and regulations by subscribing to relevant newsletters and attending training sessions. This knowledge will not only help you serve your clients better but also position you as an expert in your field.
We think you need these skills to ace Self-Employed Financial Advisor - Central London
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Self-Employed Financial Advisor. Familiarise yourself with the skills required, such as client communication and financial analysis.
Tailor Your CV: Customise your CV to highlight relevant experience and qualifications, particularly your Diploma in Regulated Financial Planning. Emphasise any previous advisory roles or client management experience.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your understanding of the industry. Mention your self-motivation and proactive approach, which are crucial for this role.
Highlight Your Client Relationships: If you have an existing client bank, make sure to mention it in your application. Discuss how you’ve successfully built and maintained client relationships in the past, as this is a key aspect of the job.
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 any relevant experiences that demonstrate your expertise in financial advising.
✨Demonstrate Client Relationship Skills
Since building and maintaining client relationships is crucial, prepare examples of how you've successfully managed client interactions in the past. This could include strategies you've used to grow your client base or resolve client issues.
✨Stay Updated on Financial Products
Research current financial products and legislation before the interview. Being knowledgeable about the latest trends will show your commitment to the industry and your ability to provide informed recommendations to clients.
✨Prepare Questions for the Interviewers
Have a list of insightful questions ready to ask the interviewers. This not only shows your interest in the role but also helps you gauge if the company aligns with your career goals and values.