At a Glance
- Tasks: Provide tailored financial advice and build lasting client relationships.
- Company: Join an award-winning firm with a strong reputation in the UK.
- Benefits: Enjoy flexible working, high earning potential, and marketing support.
- Other info: Access to an established client base and supportive team.
- Why this job: Shape a new wealth advice division while enjoying self-employed freedom.
- Qualifications: Level 4 Diploma and experience in financial advice preferred.
The predicted salary is between 50000 - 70000 £ per year.
Self-Employed Financial Advisor– Remote/ Hybrid with access to London offices.
The Role
Are you an experienced adviser who enjoys building long-term client relationships and helping people plan for a stronger financial future? Looking for the freedom of self-employment, but with warm client opportunities, brand support and a respected business behind you? Mortgages & Insurers Solutions is growing, and this is an exciting opportunity for a Self-Employed Financial Adviser / Wealth Adviser to help shape a new wealth advice offering within an already successful mortgage and protection business. You will provide tailored financial advice across pensions, investments, retirement planning and wider wealth management. You will work with clients who already trust the business through mortgage and protection services, giving you access to strong referral opportunities and an established customer base from day one. This is not a cold-start role. You will be joining a business with ambitious plans, a strong reputation and genuine long-term growth potential. The role offers flexibility to work remotely or from modern London offices, while giving you the independence to grow your own income and client bank. If you are an experienced Financial Adviser / Wealth Adviser looking for flexibility, warm client opportunities and the chance to help build something exciting, we would love to hear from you today.
Key Responsibilities:
- Provide high-quality financial advice in line with FCA regulations
- Support clients with pensions, investments and retirement planning
- Build trusted and lasting client relationships
- Work closely with the mortgage and protection team to identify suitable advice opportunities
- Help develop and grow the company’s wealth planning proposition
- Maintain accurate and compliant client records
- Generate repeat business and referrals
- Represent the business professionally across meetings, events and marketing activity
The Company
Mortgages & Insurers Solutions is an award-winning mortgage and insurance advice firm with a strong presence across the UK. The business has built an excellent reputation for helping clients with first-time buyer mortgages, remortgaging, buy-to-let, protection and complex lending cases. With access to more than 80 lenders, the team is known for making the process simple and stress-free.
The Benefits
- Access to an established client base with strong wealth planning potential
- Flexible remote and hybrid working options
- High-quality office space in London
- Support from an experienced mortgage and protection team
- Strong brand reputation and 5-star client reviews
- Marketing and social media support
- Weekly finance podcast exposure opportunities
- Self-employed freedom with excellent earning potential
- Opportunity to shape and grow a new advice division
The Person
We are looking for someone who is professional, client-focused and motivated by building long-term relationships. You will ideally have:
- Level 4 Diploma qualification or above
- Experience within financial advice, pensions, investments or wealth planning
- Confidence working on a self-employed basis
- Strong communication and relationship-building skills
- A professional and ethical approach
- The ability to work independently while being part of a supportive wider team
Experience within The Openwork Partnership network would be an advantage, but is not essential.
Self-Employed Financial Advisor in London employer: Mortgages & Insurers
Mortgages & Insurers Solutions is an exceptional employer, offering self-employed Financial Advisors the unique opportunity to thrive in a supportive environment with access to a warm client base and a strong brand reputation. With flexible remote and hybrid working options, modern London office facilities, and a commitment to employee growth through marketing support and exposure opportunities, this role allows you to build meaningful client relationships while enjoying the independence of self-employment.
StudySmarter Expert Advice🤫
We think this is how you could land Self-Employed Financial Advisor in London
✨Network Like a Pro
Get out there and connect with people! Attend industry events, join online forums, and don’t shy away from reaching out to potential clients. Building relationships is key, and we know that personal connections can lead to warm referrals.
✨Showcase Your Expertise
Create content that highlights your knowledge in financial advice. Whether it’s through social media posts, blogs, or even podcasts, let us show the world what you can do. This not only builds your brand but also attracts clients who are looking for someone with your expertise.
✨Leverage Existing Client Relationships
Since you’ll have access to an established client base, make sure to tap into those existing relationships. Reach out to past clients and ask for referrals or testimonials. We all know that word-of-mouth is powerful, so let’s use it to our advantage!
✨Stay Compliant and Professional
Always keep up with FCA regulations and maintain high standards in your work. Clients want to feel secure, and by being compliant and professional, we can build trust and credibility. This will help us not just land clients, but keep them coming back for more.
We think you need these skills to ace Self-Employed Financial Advisor in London
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in financial advice, pensions, and investments. We want to see how your skills align with the role of a Self-Employed Financial Advisor, so don’t hold back on showcasing your relevant achievements!
Showcase Your Client Relationship Skills:Since building long-term client relationships is key for us, share examples of how you've successfully managed client interactions in the past. Whether it’s through testimonials or specific scenarios, let us know how you’ve made a positive impact on your clients’ financial journeys.
Be Professional Yet Personable:While we appreciate professionalism, we also value a friendly approach. Make sure your application reflects your personality and communication style. We’re looking for someone who can connect with clients easily, so let that shine through in your writing!
Apply Through Our Website:We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Mortgages & Insurers
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products, especially pensions and investments. Be ready to discuss how you can provide tailored advice and demonstrate your understanding of FCA regulations.
✨Showcase Your Relationship Skills
Since building long-term client relationships is key, prepare examples of how you've successfully done this in the past. Think about specific instances where your communication skills made a difference in client satisfaction.
✨Understand the Company’s Vision
Familiarise yourself with Mortgages & Insurers Solutions and their reputation in the market. Be prepared to discuss how you can contribute to their ambitious plans and help shape the new wealth advice offering.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving abilities and ethical approach. Think through scenarios where you had to make tough decisions or navigate complex client situations, and be ready to share your thought process.
