Self-Employed Financial Adviser | Own Your Client Portfolio
Self-Employed Financial Adviser | Own Your Client Portfolio

Self-Employed Financial Adviser | Own Your Client Portfolio

Freelance 50000 - 70000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Deliver personalised financial advice and manage client relationships.
  • Company: Join Mather & Murray Financial Ltd, a supportive and dynamic team.
  • Benefits: Enjoy competitive commissions, flexible working, and access to training.
  • Other info: Great opportunity for self-motivated individuals to excel in sales.
  • Why this job: Own your client portfolio and shape your financial advising career.
  • Qualifications: Minimum 3 years experience and relevant qualifications like DipFA.

The predicted salary is between 50000 - 70000 £ per year.

Mather & Murray Financial Ltd is searching for a Self-Employed Financial Adviser committed to delivering personalized financial advice and managing client relationships.

The role requires a minimum of 3 years of experience and relevant qualifications such as DipFA. Ideal candidates should excel in communication, show self-motivation, and have a proven track record in achieving sales targets.

Competitive commission structure and flexible working are offered, along with access to company support and training.

Self-Employed Financial Adviser | Own Your Client Portfolio employer: Mather & Murray Financial Ltd

Mather & Murray Financial Ltd is an exceptional employer for Self-Employed Financial Advisers, offering a competitive commission structure and the flexibility to manage your own client portfolio. With a strong emphasis on personalised financial advice, the company fosters a supportive work culture that encourages professional growth through ongoing training and resources, making it an ideal environment for motivated individuals looking to thrive in their careers.
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Contact Detail:

Mather & Murray Financial Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Self-Employed Financial Adviser | Own Your Client Portfolio

✨Tip Number 1

Network like a pro! Get out there and connect with other financial advisers and potential clients. Attend industry events, join online forums, and don’t be shy about sharing your expertise.

✨Tip Number 2

Showcase your skills! Create a personal brand that highlights your qualifications and experience. Use social media to share insights and tips on financial advice, making it clear why you’re the go-to adviser.

✨Tip Number 3

Practice your pitch! Be ready to explain how you can help clients achieve their financial goals. Tailor your approach to each client’s needs, and don’t forget to highlight your track record in hitting those sales targets.

✨Tip Number 4

Apply through our website! We’ve got all the resources you need to succeed as a Self-Employed Financial Adviser. Plus, you’ll get access to company support and training to help you thrive in your new role.

We think you need these skills to ace Self-Employed Financial Adviser | Own Your Client Portfolio

Personalised Financial Advice
Client Relationship Management
Communication Skills
Self-Motivation
Sales Target Achievement
DipFA Qualification
Time Management
Financial Planning
Problem-Solving Skills
Networking Skills
Adaptability
Customer Service Orientation

Some tips for your application 🫡

Show Off Your Experience: Make sure to highlight your 3+ years of experience in financial advising. We want to see how you've excelled in managing client relationships and achieving sales targets, so don’t hold back!

Tailor Your Application: Personalise your application to reflect the job description. Use keywords from the listing, like 'personalised financial advice' and 'self-motivation', to show us you’re a perfect fit for the role.

Communicate Clearly: Since communication is key in this role, ensure your application is clear and concise. We appreciate well-structured applications that are easy to read and understand.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!

How to prepare for a job interview at Mather & Murray Financial Ltd

✨Know Your Stuff

Make sure you brush up on your financial knowledge and the latest industry trends. Mather & Murray Financial Ltd will be looking for someone who can demonstrate their expertise, so be ready to discuss your experience and qualifications like DipFA in detail.

✨Showcase Your Communication Skills

As a Self-Employed Financial Adviser, you'll need to excel in communication. Practice explaining complex financial concepts in simple terms. During the interview, focus on how you build relationships with clients and tailor your advice to meet their needs.

✨Highlight Your Achievements

Prepare to share specific examples of how you've achieved sales targets in the past. Use metrics and figures to back up your claims. This will show Mather & Murray that you have a proven track record and are results-driven.

✨Ask Insightful Questions

Come prepared with questions that show your interest in the company and the role. Inquire about their support and training for advisers, or how they foster client relationships. This not only demonstrates your enthusiasm but also helps you gauge if the company is the right fit for you.

Self-Employed Financial Adviser | Own Your Client Portfolio
Mather & Murray Financial Ltd

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