At a Glance
- Tasks: Provide tailored financial advice and build lasting client relationships.
- Company: Join an award-winning mortgage and insurance advice firm with a strong UK presence.
- Benefits: Enjoy flexible working, established clients, and excellent earning potential.
- Other info: Access to marketing support and weekly podcast exposure opportunities.
- Why this job: Shape a new wealth advice division while enjoying self-employed freedom.
- Qualifications: Level 4 Diploma or above in financial advice; strong communication skills required.
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 employer: Mortgages & Insurers
Mortgages & Insurers Solutions is an exceptional employer, offering self-employed Financial Advisors the unique opportunity to thrive in a flexible remote or hybrid working environment while benefiting from an established client base and strong brand support. With access to modern London offices, a dedicated mortgage and protection team, and a commitment to professional growth, you can build lasting client relationships and shape a new wealth advice division within a respected firm known for its outstanding reputation and client satisfaction.
StudySmarter Expert Advice🤫
We think this is how you could land Self-Employed Financial Advisor
✨Tip Number 1
Network like a pro! Attend industry events, webinars, and local meet-ups to connect with potential clients and other professionals. Building relationships is key in this game, so don’t be shy!
✨Tip Number 2
Leverage social media to showcase your expertise. Share insights on financial planning, investment tips, or success stories. This not only builds your brand but also attracts clients who resonate with your approach.
✨Tip Number 3
Don’t underestimate the power of referrals! Reach out to your existing network and let them know you’re looking for new clients. A warm introduction can make all the difference in landing that next big opportunity.
✨Tip Number 4
Apply through our website! We’ve got a solid reputation and a supportive team ready to help you thrive. Plus, you’ll have access to an established client base right from the start, making your journey smoother.
We think you need these skills to ace Self-Employed Financial Advisor
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 Relationships:Since building long-term client relationships is key for us, share examples of how you've successfully managed client interactions in the past. Highlight any repeat business or referrals you've generated – it’ll show us you’re the right fit for this role!
Be Professional Yet Personal:While we appreciate professionalism, don’t forget to let your personality shine through! We’re looking for someone who can connect with clients, so feel free to express your passion for helping others achieve their financial goals in your application.
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. 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, investments, and retirement planning. Be ready to discuss how you can provide tailored advice and build long-term client relationships.
✨Showcase Your Experience
Prepare examples from your past roles that highlight your success in generating repeat business and referrals. This is a self-employed role, so demonstrating your ability to work independently while still being part of a team will be key.
✨Understand the Company
Research Mortgages & Insurers Solutions thoroughly. Understand their reputation, client base, and how they operate. Being able to speak about their values and how you align with them will show your genuine interest in the role.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's growth plans and how you can contribute to shaping the new wealth advice offering. This shows your enthusiasm for the role and your desire to be an integral part of their future.
