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- Tasks: Build and scale your own financial advisory business with top-notch support.
- Company: Join a forward-thinking wealth management firm that values independence.
- Benefits: Earn over £100,000 with rewards for self-generated clients and full support.
- Other info: Work remotely with access to regional offices and a competitive exit strategy.
- Why this job: Enjoy the 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
Location
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 Adviser (self-employed) employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser (self-employed)
✨Network Like a Pro
Get out there and meet people! Attend industry events, join local business groups, and connect with other financial advisors. Building relationships can lead to referrals and new clients, so don’t be shy about putting yourself out there.
✨Leverage Social Media
Use platforms like LinkedIn to showcase your expertise and connect with potential clients. Share valuable content, engage with your network, and don’t forget to highlight your unique selling points as a self-employed advisor.
✨Follow Up, Follow Up, Follow Up
After meeting someone or having a conversation, always follow up! A simple email or message can keep you top of mind and show that you’re genuinely interested in helping them with their financial needs.
✨Apply Through Our Website
If you’re ready to take the plunge, apply through our website! We’ve got all the resources you need to succeed as a self-employed financial advisor, and we’re here to support you every step of the way.
We think you need these skills to ace Financial Adviser (self-employed)
Some tips for your application 🫡
Show Your Ambition: When writing your application, let your ambition shine through! We want to see how driven you are to grow your client bank and scale your business. Share your goals and how this opportunity aligns with them.
Highlight Relevant Experience: Make sure to showcase your experience in providing regulated financial advice within the UK market. We’re looking for candidates who can hit the ground running, so don’t hold back on detailing your past successes!
Demonstrate Self-Generation Skills: If you have experience generating new business or managing a client bank, make it a focal point in your application. We love seeing proactive advisors who can bring in clients and build relationships!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way to ensure your application gets the attention it deserves, and we can’t wait to hear from you!
How to prepare for a job interview at Premier Jobs UK
✨Know Your Stuff
Make sure you brush up on your financial knowledge and the specific services offered by the firm. Be ready to discuss how your experience aligns with their model of self-employment and client relationship building.
✨Showcase Your Independence
Since this role emphasises self-generated clients, come prepared with examples of how you've successfully built your client base in the past. Highlight any innovative strategies you've used to attract new business.
✨Ask Smart Questions
Prepare thoughtful questions about the firm's support structure and how they help advisors grow. This shows you're genuinely interested in how they can assist you in achieving your goals while maintaining your independence.
✨Demonstrate Your Long-Term Vision
Discuss your plans for the future and how you envision growing your practice within their framework. This will help them see that you're not just looking for a job, but a partnership that benefits both parties.