At a Glance
- Tasks: Advise clients and grow your practice with full support from a dedicated team.
- Company: A dynamic financial planning firm with a fresh vision and strong foundations.
- Benefits: Enjoy remote work, marketing support, and administrative assistance to focus on client relationships.
- Other info: Join a growing team during an exciting transition and enhance your career potential.
- Why this job: Experience the freedom of self-employment while having the backing of an ambitious firm.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and proven advisory experience required.
The predicted salary is between 49500 - 60500 £ per year.
Are you an experienced Financial Advisor seeking the independence of self-employment with the backing of a growing, ambitious financial planning firm? This Self-Employed Financial Advisor opportunity offers you the freedom to work remotely while benefiting from comprehensive back-office support, allowing you to focus on what you do best – advising clients and growing your practice.
This long-established financial planning firm has recently undergone new management as a result of a recent acquisition. The new owners are looking to build on the strong foundations already laid out and develop the service offering to new and existing clients. Therefore, this is an exciting opportunity to join as they enter their next chapter.
As a Self-Employed Financial Advisor, you'll bring your existing client bank and have the autonomy to manage your practice your way. However, you won't be alone – you'll have access to a fully resourced paraplanning team and administrative support, taking the burden of report writing and client paperwork off your shoulders. Additionally, marketing support and potential client referrals provide opportunities to expand your business further.
This Financial Advisor role is ideal for someone who values flexibility, wants to retain control of their client relationships, and is looking for a platform that enables them to thrive without the constraints of traditional employment.
Self-Employed Financial Advisor Requirements:
- Level 4 Diploma in Regulated Financial Planning (Essential)
- Proven experience as a Financial Advisor with an established client bank
- Previous self-employed advisory experience (Desirable)
- Chartered Financial Planner status or working towards (Desirable)
- Strong technical knowledge across holistic financial planning
The Company
This long-established financial planning firm has recently undergone new management following an acquisition. The new leadership team is focused on building upon strong existing foundations and developing enhanced service offerings for both new and existing clients, making this an exciting time to join the business.
Financial Advisor in Greenhill employer: Premier Jobs UK Limited Careers
Join a leading mortgage brokerage that champions autonomy and flexibility for its Mortgage Advisors. With the opportunity to work remotely across England and Wales, you'll enjoy a commission-only structure with no salary cap, warm leads, and comprehensive back-office support, all while maintaining your independence. This is an excellent environment for experienced professionals looking to thrive in their careers without the constraints of micromanagement.
Contact Details:
Premier Jobs UK Limited Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor in Greenhill
✨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 Premier Jobs UK Limited Careers for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Financial Advisor in Greenhill
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 Premier Jobs UK Limited 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 Premier Jobs UK Limited 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 Premier Jobs UK Limited Careers
✨Show Off Your Financial Savvy
When you're talking with Premier Jobs UK Limited 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 Premier Jobs UK Limited Careers.
