Our clients are a well-established independent firm. They are seeking a Self-Employed Financial Advisor to join their company based in Warrington, working from home. They have an excellent reputation and have a huge amount of business coming through to them.
As a Self-Employed Financial Advisor your role will involve the following:
- As a Self-Employed Financial Advisor, you will contact clients and book meetings for in-depth reviews of the client’s financial circumstances, current provisions, and future aims.
- Analyse information and liaise with internal support to prepare recommendations best suited to individual clients' requirements and review financial reports.
- Researching an approved panel of product providers and providing clients with information on new and existing products and services.
- Commercial awareness: keeping up to date with financial products and legislation as well as ensuring your technical knowledge is maintained.
- Develop and maintain client relationships
- Continuous development of a client bank and maximising opportunities ensuring profitable relationships are built.
For the Self-Employed Financial Advisor role you must have:
- Fully qualified advisor (Diploma in Regulated Financial Planning)
- Preferably experience as an adviser but would consider someone looking for progression from a previous role.
- An existing client bank to bring with you
- Excellent communicator with an exceptional grasp of the English Language; both written and spoken.
- You will be computer literate with exceptional attention to detail.
- You will be highly self-motivated and a natural self-starter
Working hours:
As a Self-Employed Financial Advisor, you’ll be required to work on a self-employed basis, working hours are flexible. And working from home is available in this role.
Salary/Package:
- Unlimited earning potential, their highest earners are banking £300,000 a year
- It all depends on how much business you are writing and your work ethic.
- 80:20 split
- Full support is provided on all systems and no monthly additional fees.