At a Glance
- Tasks: Build and scale your own client bank with top-notch support.
- Company: A forward-thinking wealth management firm focused on advisor independence.
- Benefits: Earn over £100,000 OTE, enjoy marketing support, and work remotely.
- Other info: Join a stable environment with excellent growth opportunities and an exit strategy.
- Why this job: Gain freedom to develop client relationships while having robust infrastructure behind you.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and experience in UK financial advice.
The predicted salary is between 60000 - 120000 £ per year.
Self Employed Financial Advisor job offering an outstanding platform to grow your client bank. If you are an ambitious Financial Advisor looking for a place to genuinely build and scale your business with high quality support, this opportunity could offer exactly the environment you need.
You will be joining a forward thinking wealth management firm that believes self employed Advisors should have the freedom to develop their own client relationships while still benefiting from robust infrastructure. Their model combines the independence of self employment with the reassurance of having a full support function behind you.
Financial Advisors here can access marketing activity, warm client opportunities, introducer relationships and referrals from wider business activity. Alongside this, the firm actively encourages Advisors to self generate and fully rewards those who do so. Self-generated client ownership remains with you, and an exit solution is available for when you are ready to retire or sell your book.
You will benefit from dedicated paraplanning and administrative support, plus access to specialist technical guidance for more complex cases. Their investment proposition includes a discretionary offering to support clients with bespoke needs, giving you a well rounded toolkit to deliver quality advice.
This is an excellent home for Financial Advisors who want to produce new business, grow long term recurring income and be part of a professional, stable environment that is investing heavily in its adviser community.
Self Employed Financial Advisor Requirements
- Essential - Level 4 Diploma in Regulated Financial Planning or equivalent
- Essential - existing CAS status or ability to regain CAS quickly
- Essential - experience providing regulated financial advice within the UK market
- Desirable - experience of generating new business or bringing a part client bank
- Desirable - experience using modern CRM or financial planning systems
The Company
A well established and financially strong wealth management business offering national coverage. The firm continues to invest in adviser growth, support functions and office infrastructure, creating a stable and well resourced environment for both employed and self employed advisers.
Self Employed Financial Advisor Benefits
- Self employed arrangement with OTE often exceeding £100,000
- Rewards for self generated clients
- Full marketing, paraplanning and administration support included
- Ability to work remotely with access to regional offices for meetings
- Exit strategy available with competitive buyout terms
This opportunity is open to Financial Advisors across the UK. If you are a driven Financial Advisor seeking independence with excellent support, click apply.
Financial Advisor in Bromsgrove employer: Premier Jobs UK Limited
Join a forward-thinking wealth management firm that empowers Financial Advisors with the freedom to build and scale their own client relationships while benefiting from comprehensive support. With dedicated paraplanning, administrative assistance, and access to a robust marketing framework, you can thrive in a professional environment that values independence and rewards self-generated business. This is an exceptional opportunity for ambitious Advisors looking to grow their income and secure their future with a competitive exit strategy.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor in Bromsgrove
✨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 for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Financial Advisor in Bromsgrove
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. 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. 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
✨Show Off Your Financial Savvy
When you're talking with Premier Jobs UK Limited, 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.
