At a Glance
- Tasks: Provide independent financial advice and exceptional service to clients.
- Company: Award-winning firm with a supportive ecosystem for Financial Advisers.
- Benefits: Unlimited earning potential, guaranteed draw, and full marketing support.
- Other info: Flexible work environment with access to cutting-edge technology.
- Why this job: Achieve work-life balance while taking control of your financial future.
- Qualifications: Experience in financial advising and managing client assets.
The predicted salary is between 100000 - 126250 £ per year.
Are you an experienced Financial Adviser with a passion for providing independent advice and exceptional service to your clients?
Do you dream of achieving a better work-life balance while taking control of your own future?
If so, we have an incredible opportunity for you!
Our award-winning client is seeking Financial Advisers who are managing clients banks with £20 Million Assets Under Management (AUM) to join their dynamic team.
As an Independent Financial Adviser you will become part of a supportive ecosystem that values your expertise and empowers you to thrive.
Here's what awaits you as an IFA.
While you transfer into a Self Employed role within the business you will be provided with a guaranteed draw that will look after you while you move your clients across after covenants.
Take home 1 st £250,000 = £100,000 (40% of revenue)
Take home after £250,000 revenue includes a profit share of 12.5% so £300,000 = take home of £126,250.
You will be supported by a Paraplanning and Admin team as well as a Marketing consultant who will put in place a strategy to win new business.
Flexibility and
Freedom: Enjoy the freedom to choose where you work, allowing you to create your ideal work environment.
Additionally, our central London offices in Farringdon are available to you, providing a convenient and professional space to meet clients and collaborate with peers.
Unparalleled
Support: Leave behind administrative burdens and focus on what truly matters – your clients.
Benefit from a fantastic business management team, full Marketing support, and a dedicated 1:2 ratio of Administration and Paraplanners.
This unwavering support allows you to dedicate your time and expertise to meeting your clients' needs effectively.
Cutting-Edge
Technology: Embrace the latest technology at your fingertips, empowering you to streamline processes and deliver a top-tier service to your clients.
With access to advanced tools and resources, you'll be at the forefront of innovation in the industry.
- Unlimited
- Earning
Potential: Take control of your financial future and unlock uncapped earnings.
As you grow your client base and provide them with fully independent advice, products, and services, you'll see your personal earnings soar to new heights.
StudySmarter Expert Advice🤫
We think this is how you could land Remote Independent Financial Adviser in Lancaster
✨Show Off Your Expertise Online
In the banking and financial services world, sharing your insights on platforms like LinkedIn can really set you apart. Write articles about market trends or finance tips, and engage in discussions in relevant groups. This not only boosts your visibility but also highlights your knowledge to potential clients.
✨Join Freelance Platforms and Networking Events
Freelancing in finance can be competitive, so make sure you're on platforms like Upwork or Fiverr, specifically targeting finance gigs. Also, look for finance networking events or webinars to connect with small businesses that might need your services. Meeting people face-to-face (or online) can score you those elusive freelance contracts.
✨Build a Stunning Portfolio
Since you're going freelance, having a solid portfolio is a must. Showcase your previous work, such as reports or analyses, and consider using case studies to highlight your approach. The more you can demonstrate your skills, the easier it is for clients to trust you with their finances.
✨Direct Outreach is Key
For freelance gigs, don't wait for opportunities to come to you. Identify companies or startups that align with your skills and reach out directly. A personalised message introducing yourself and proposing how you could add value can go a long way. Plus, keep an eye on Grabjobs for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Remote Independent Financial Adviser in Lancaster
Some tips for your application 🫡
Showcase Your Financial Savvy:When applying for a freelance role in banking and financial services, we need to see your expertise front and centre! Mention specific financial regulations or tools you've mastered, and feel free to include your relevant qualifications, like CFA or ACCA, to bolster your credibility.
Build a Stellar Portfolio:Since this is a freelance gig, your portfolio is your ticket to impressing us at Grabjobs. Include examples of past projects you've completed—think financial analyses, investment reports, or forecasting models. Be sure to highlight the results you achieved!
Tailor Your Rates and Availability:We want to see that you're flexible and can align with our needs. Clearly outline your freelance rates, availability for projects, and whether you're open to long-term collaborations or just ad-hoc gigs. This makes it easier for us to understand how we can work together!
Craft a Compelling Cover Letter:In your cover letter, express not just your skills, but also why you're excited about joining Grabjobs. Share your passion for financial services and how you plan to tackle challenges in this sector. This is your chance to connect on a personal level—make it count!
How to prepare for a job interview at Grabjobs
✨Show Off Your Financial Savvy
When you're talking with Grabjobs, make sure to highlight your experience with financial modelling, risk assessment, or portfolio management. Freelance work often requires a good level of financial literacy, so prepare to discuss any relevant tools you've used, whether it's Excel or specific financial software.
✨Bring Your Portfolio to Life
A freelance role means you’ll want to showcase your previous work effectively. Put together a portfolio that not only highlights your projects but also demonstrates the outcomes - think case studies or success stories that showcase how your financial skills made a difference for past clients.
✨Know Your Regulations and Compliance
In the banking and financial services world, understanding compliance and regulations is crucial. Make sure you’re up to date with the latest standards as they relate to your expertise. Be prepared for specific questions about how you've navigated these in past roles or how you'd approach potential compliance challenges.
✨Be Ready to Discuss Your Rates and Availability
As a freelancer, the topic of rates and availability can come up early on. Be clear about what you offer and how you charge. It might also help to have a few examples in mind where your expertise saved someone money or improved efficiency to justify your rates to Grabjobs.
