At a Glance
- Tasks: Provide financial advice and support clients in achieving their financial goals.
- Company: Join a leading Wealth Management Organisation with a strong reputation.
- Benefits: Enjoy full compliance support, marketing assistance, and financial rewards.
- Other info: Great opportunity for career growth and access to modern sales systems.
- Why this job: Embrace self-employment with the freedom to build your own client base.
- Qualifications: Must hold a Level 4 Diploma and have strong networking skills.
The predicted salary is between 49500 - 60500 £ per year.
SELF EMPLOYED FINANCIAL ADVISER ROLES.
Want to make an application Make sure your CV is up to date, then read the following job specs carefully before applying.
There are a number of self employed opportunities in the North West, the following provides an overview of requirements:
- Currently self employed or looking to become self employed
- Working with an existing client bank - a client bank can be provided in some cases
- Demonstrable evidence of earnings over the last 2-3 years
- Advice provided across range of need areas
- Strong networking skills and evidence of an existing network.
- Strong compliance focus and able to work within Company Guidelines
- Good relationship and communication skills
- Focus on clients and putting clients needs first.
- Need to be Level 4 Diploma qualified,
- WHATS ON OFFER
- Opportunity to work with large, well known Wealth Management Organistions
- Full Compliance and Admin support, including Paraplanning
- Access to leading lead generation tools
- Potential to access existing client banks
- Modern, up to date sales systems xgikmsk
- Marketing support
- Full benefits associated with being self employed along with financial rewards.
If being self employed is what you enjoy, or you are looking to move into a self employed role, and looking for market leading packages, then have a look at the roles available to see if they are the right fit for you
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Financial Adviser Self Employed in Okehampton employer: Truestar Talent Ltd Careers
As a self-employed Financial Adviser in the North West, you will thrive in a supportive environment that prioritises your success and client satisfaction. With access to established Wealth Management organisations, comprehensive compliance and admin support, and cutting-edge lead generation tools, you can focus on building meaningful client relationships while enjoying the flexibility and financial rewards of self-employment. Join a culture that values strong networking and compliance, ensuring you have the resources to excel in your career.
Contact Details:
Truestar Talent Ltd Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser Self Employed in Okehampton
✨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 Truestar Talent Ltd Careers for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Financial Adviser Self Employed in Okehampton
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 Truestar Talent Ltd 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 Truestar Talent Ltd 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 Truestar Talent Ltd Careers
✨Show Off Your Financial Savvy
When you're talking with Truestar Talent Ltd 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 Truestar Talent Ltd Careers.
