At a Glance
- Tasks: Manage and grow an existing portfolio of clients while providing holistic financial advice.
- Company: Reputable financial planning firm with a supportive environment.
- Benefits: Competitive earnings, existing client bank, and full administrative support.
- Other info: Great opportunity for ambitious individuals seeking growth and recurring income.
- Why this job: Enjoy flexibility, autonomy, and the chance to build your own client base.
- Qualifications: Level 4 Diploma qualified with experience in financial advising.
The predicted salary is between 50000 - 55000 £ per year.
Self-Employed Financial Adviser Leicester £50,000 - £55,000
Self-Employed Existing Client Bank Provided + Ongoing Earnings Potential
NJR Recruitment is delighted to be working with a well-established and highly regarded financial planning firm who are looking to recruit an experienced Self-Employed Financial Adviser to take over and develop an existing portfolio of clients. This is an outstanding opportunity for an ambitious Adviser who is looking for immediate recurring income, strong earning potential and the freedom to grow and develop an established client bank within a supportive environment.
The successful candidate will inherit a portfolio of approximately 80 existing clients, with ongoing servicing needs and excellent opportunities for further growth through referrals and business development activity.
The Role
- Take over and manage an existing portfolio of established clients
- Provide holistic financial planning advice across pensions, investments and protection
- Conduct annual reviews and maintain strong ongoing relationships
- Identify opportunities to grow client assets and generate additional business
- Develop new client relationships through referrals and networking
- Work closely with paraplanning and administration support teams
- Deliver advice in line with FCA regulations and company standards
- Build and grow your own long-term client bank within the business
About You
- Previous experience as a Financial Adviser within an IFA or Wealth Management environment
- Level 4 Diploma qualified (essential)
- Strong relationship-building and client management skills
- Full driving licence and own car
- Ability to maintain and grow an existing client bank
- Self-motivated with a commercial and entrepreneurial mindset
- Commitment to delivering high levels of client service and compliant advice
What's on Offer
- Existing client bank provided from day one
- Approximately 80 active ongoing clients to service and develop
- Excellent earning potential with recurring income
- Full paraplanning and administrative support
- Flexibility and autonomy of a self-employed model
- Opportunity to further grow and build your own client bank
- Supportive and professional environment
Self-Employed Financial Adviser employer: NJR Recruitment
Join a well-established financial planning firm in Leicester that offers an exceptional opportunity for self-motivated Financial Advisers. With an existing client bank of approximately 80 clients, you will benefit from immediate recurring income and the freedom to grow your portfolio in a supportive environment. The company fosters a culture of professional development, providing full paraplanning and administrative support, ensuring you can focus on delivering high-quality financial advice while enjoying the flexibility of a self-employed model.
StudySmarter Expert Advice🤫
We think this is how you could land Self-Employed Financial Adviser
✨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 NJR Recruitment for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Self-Employed Financial Adviser
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 NJR Recruitment. 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 NJR Recruitment. 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 NJR Recruitment
✨Show Off Your Financial Savvy
When you're talking with NJR Recruitment, 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 NJR Recruitment.
