At a Glance
- Tasks: Manage your own financial planning business with full autonomy and support.
- Company: A growing, supportive financial planning firm with a personal touch.
- Benefits: High fee splits, excellent compliance support, and help with transitions.
- Other info: Dynamic environment with opportunities for growth and minimal operational headaches.
- Why this job: Join a team that values honesty and allows you to focus on your clients.
- Qualifications: Experience in financial planning and a desire for independence.
The predicted salary is between 31500 - 38500 £ per year.
Self-Employed Financial Planner / Appointed Representative
A better home for you, your clients and your business. Successful Financial Planners do not always move because they need more clients or a higher fee split. Sometimes, they simply want fewer headaches. Fewer "misunderstandings" about what was agreed. Fewer broken promises. Fewer operational problems getting in the way of looking after clients and running a successful business.
This growing financial planning firm offers experienced self-employed Advisers and established AR businesses a genuine alternative to the larger networks. You will retain the autonomy to run your business as you see fit, supported by good, honest and down-to-earth people who do what they say they will do.
The proposition
- Fee splits starting at 75% and increasing to 90%, depending on income levels
- Autonomy over how you manage and develop your business
- First-class compliance, paraplanning and administrative support
- Help with fees and the transition from your current firm or network
- A strong operational infrastructure designed to make your working life easier
- Experienced people who understand the realities of running an advice business
- The opportunity to grow without losing control of what you have already built
This is not simply somewhere to place your authorisation. The wider team works hard to make sure everything operates as smoothly as possible, allowing you to focus on your clients, your income and the future of your business.
A growing business that has retained its culture. The company remains relatively small and personal, but has doubled in size over the past four years and now employs approximately 80 people. Importantly, it has maintained a strong ratio of employed support staff to Advisers, creating the infrastructure needed to deliver on its promises. Another 15 Advisers are already set to join, building on the number of successful self-employed Advisers and AR businesses that have moved across from networks, national firms and other advice propositions.
Self Employed Financial Planner / AR in West Kirby employer: mbf. Careers
Join one of Scotland’s fastest-growing financial planning businesses, where you will thrive in a supportive and professional environment that values both personal and professional growth. With a commitment to providing high-quality advice and a strong focus on employee development, this independently owned practice offers excellent benefits, including financial support for industry qualifications and genuine opportunities for career progression. Experience the unique blend of a boutique firm's values with the resources of a larger organisation, all while working in the vibrant city of Edinburgh.
StudySmarter Expert Advice🤫
We think this is how you could land Self Employed Financial Planner / AR in West Kirby
✨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 mbf. Careers for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Self Employed Financial Planner / AR in West Kirby
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 mbf. Careers. 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 mbf. Careers. 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 mbf. Careers
✨Show Off Your Financial Savvy
When you're talking with mbf. Careers, 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 mbf. Careers.
